Tax & pensions

Tax plays a huge part in retirement planning. Visit MoneyHelper to understand how tax relief works or whether your money is taxed when you retire, or more complicated rules like allowances and carry forward.

 

Your tax issues are your own, so if you have any questions about your tax code, you should contact your local tax office or HMRC on 0300 200 3300 stating the Scheme’s reference number. Your Scheme administrator might be able to assist you with some tax enquiries but can’t speak to HMRC for you.

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