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How to find a pension or retirement adviser

Paying for financial advice can help you plan for retirement, including the best ways to save, invest and take your pension. This might mean you have more money...
Article

Different kinds of employment status

The different ways you can be employed make a big difference to how you pay tax and National Insurance, how you can save for your retirement and your rights ...
Article

How to transfer your overseas pension to the UK

If you have a pension that’s based overseas, you can usually choose to leave it abroad or transfer it to a scheme in the UK. Here’s what you need to know.
Article

The tapered annual allowance for pension savings

If you earn more than £200,000 in a tax year, you might be affected by the tapered annual allowance. This limits the amount of pension savings you can get tax...
Article

A guide to Inheritance Tax in the UK

When someone dies, their estate may be subject to Inheritance Tax before anything is passed on. Here's what you need to know.
Article

The annual allowance for tax relief on pension savings

Each tax year, you can usually get tax relief on your pension contributions up to 100% of your earnings or £60,000 – whichever is lower. Here’s what you need...
Article

How to fill in a Self Assessment tax return

A Self Assessment tax return can look daunting. But if you’re prepared, organised and understand what you’re being asked for, it’s a lot simpler than it looks....
Article

Pension statements explained: what your provider must tell you

Checking your pension statements regularly lets you keep track of your retirement savings and spot any problems. Here’s what you need to know.
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Pensions & retirement

Whether you’re just starting to think about your retirement, are about to retire, or have been retired for some time, we’ve got guides for you.
Article

What to do about someone’s pension when they’ve died

When someone dies, their pension will usually pass to the people they nominated or pay an income to their dependants. If you’re able to, it’s best to let the...

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How to find a pension or retirement adviser

Article

Different kinds of employment status

Article

How to transfer your overseas pension to the UK

Article

The tapered annual allowance for pension savings

Article

A guide to Inheritance Tax in the UK

Article

The annual allowance for tax relief on pension savings

Article

How to fill in a Self Assessment tax return

Article

Pension statements explained: what your provider must tell you

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Pensions & retirement

Article

What to do about someone’s pension when they’ve died

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