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How to save tax in retirement

How to save tax in retirement

Download your FREE guide to how to save tax in retirement (updated for 2016/17 tax year)

Complete your details below to discover 10 proven tips for saving tax in retirement. This guide is not personalised advice.

The guide you will receive is not personal advice. Tax rules are subject to change and benefits depend on individual circumstances. The value of your investments could go down as well as up so you could get back less than you invest.

Hargreaves Lansdown PLC group companies will usually send you further information by post and/or email about our products and services. If you would prefer not to receive this, please do let us know. Your personal data will remain confidential, and will never be passed to any other company, unless required by law.

The information on our website is not personal advice but we can offer advice if specifically requested. What you do with your pension is an important decision, which could be irreversible. Make sure you understand your options and check they are suitable for your circumstances: take appropriate advice or guidance if you are unsure. The Government's free Pension Wise service can help. It provides impartial guidance face-to-face, online or by phone - more on Pension Wise.

Less tax means more income for you

Some retirees could be paying thousands of pounds more in tax than they need to. A few simple (and easy-to-implement) changes could make a significant difference to your tax bill - and perhaps your quality of life in retirement.

This free guide reveals:

  • What is taxed and what is not - including how pensions can be passed on tax free
  • The tax allowances most people will have, and how to use them
  • How retirees can generate tax-free income
  • New tax rules for cash savings and dividends introduced on 6 April 2016

The guide you will receive is not personal advice. Tax rules are subject to change and benefits depend on individual circumstances. The value of your investments could go down as well as up so you could get back less than you invest.

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