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Claritax News

Workplace and personal pensions – new HMRC retirement planner

04 Jan 2023

HMRC have published a step-by-step guide to help individuals to “plan your retirement income”.

This is part of broader HMRC guidance covering the following topics:

  • Early retirement, your pension and benefits
  • Estimate your armed forces pension
  • Find pension contact details
  • Pension Credit
  • Pension Credit calculator
  • Personal pensions
  • Plan your retirement income
  • Plan your retirement income: step by step
  • Tax on a private pension you inherit
  • Tax on your private pension contributions
  • Tax when you get a pension
  • Transferring your pension
  • Types of private pensions
  • War Pensions and Armed Forces Compensation Tribunal
  • Workplace pensions
  • Workplace pensions – what your employer can and cannot do

https://www.gov.uk/plan-for-retirement

Related content from Claritax Books

Pension Tax Guide is a thorough and practical guide to the complexities of the UK pension rules, and to the part they play in legitimate tax planning. Suitable for accountants, tax specialists and other finance professionals, the book is written by Katharine Lindley, a client director with EQ Investors.

Pension Tax Guide 23-24 front

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