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We support pensioners and retirees across the UK with clear, reliable tax advice and compliance services. Retirement often brings multiple income sources and changing tax rules, making it essential to understand how pensions, savings, and other income are taxed. We provide peace of mind by ensuring everything is reported accurately, correctly, and on time.
We support pensioners and retirees across the UK with clear, reliable tax advice and compliance services. Retirement often brings changes in income sources and tax treatment, and understanding how pensions, savings, and other income are taxed is essential to avoid unexpected liabilities.
Our services are designed for individuals who want reassurance that their retirement income is taxed correctly and that any reporting obligations are handled accurately and on time.
In retirement, income is commonly received from several sources, each taxed differently.
Typically, retirement income may include:
• State Pension (taxable, but paid without tax deducted)
• Workplace or private pensions (often taxed under PAYE)
• Annuity income
• Drawdown pension income
• Savings interest
• Investment or dividend income
• Property or rental income
Because the State Pension is paid gross, many pensioners are required to pay tax through PAYE adjustments or Self Assessment.
Tax matters for pensioners and retirees can become more complex where there are:
• Multiple pension sources
• State Pension combined with PAYE pension income
• Incorrect or outdated tax codes
• Savings or investment income above allowances
• Property or rental income
• Pension lump sums or drawdown arrangements
• Overseas pensions or income
• Underpaid or overpaid tax identified by HMRC
In these cases, additional reporting or a Self Assessment tax return may be required.
We provide support with:
• Reviewing and correcting PAYE tax codes
• Checking pension income tax deductions
• Advising on underpaid or overpaid tax
• Preparing Self Assessment tax returns where required
• Reporting savings, investment, and property income
• Supporting pension lump sums and drawdown tax queries
• Liaising with HMRC on your behalf
Our approach is clear, patient, and jargon-free, ensuring you understand your tax position and options.
How It Work
From documents to final planning — we ensure compliance and maximum tax savings
Frequently asked questions
Talk to our team directly for quick answers and guidance.
Stress-Free Filing
Let us handle the paperwork so you don’t have to
Expert Support
Real accountants, ready to answer your questions.
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Always On Time
We’ll remind you and file before the HMRC deadline.
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