29 July 2025
HM Revenue and Customs (HMRC) has released guidance to help understand how tax works on pension, savings and additional income, before and after you retire.
The guidance aims to breaks down a subject that can be confusing and raises uncertainty. It contains some of the most common queries and concerns and provides you with support on how some of the tax processes work.
The contents include:
- Understanding tax when you get a pension
- Understanding tax when you have other sources of income
- Get help with your Simple Assessment letter
- Check if you’ll need to pay back your winter payment
- Telling HMRC about a change in circumstances
This may be a useful page to bookmark for distrivution to employees or clients as part of your payroll education processes.
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