Pension Tax Credits

There are a variety of pension tax credits available, for those above the ages of both 60 and 65. The majority of pension tax credits are means-tested based on both income and existing assets, with the focus on helping those who are less well off.

 

Help is available from a number of places to assist with claiming pension tax credits. The Department of Work and Pensions issues a number of guides, and other organisations such as Age Concern publish leaflets to help with the process of finding pension tax credits that are appropriate to you.

Pension Advice

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 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.