Planning for Retirement: Money and Tax - Fact Sheet - added on 29/06/2015
Recent developments
Future changes
State Pension
Pension statements
Boosting your National Insurance contributions
Claiming the State Pension
Deferring the State Pension
Taxation of State Pension
Other entitlement at State Pension age
Occupational and private pensions
Occupational pensions
Personal pensions
Options for defined contribution pensions
Working in retirement
What to do about tax
Increased personal allowance
Taxable income
Should I be paying tax?
Blind Person’s Allowance
Married Couple’s Allowance
Marriage Allowance
Calculating your taxable income
PAYE codes
How to understand your codes
Paying tax through self-assessment
Possible reasons for inclusion in self-assessment
Full return (SA100) and additional information (SA101)
Short return (SA200)
Deadlines and penalties
Record-keeping
Escape from self-assessment
Paperwork and forms
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