State Pensioners Receiving Letters from HMRC... Here’s What You Need to Know

Following recent reports from Birmingham Mail, millions of state pensioners are being contacted by HM Revenue & Customs regarding tax on their pension income.

Due to frozen income tax thresholds and rising State Pension payments, many retirees who have never previously paid tax may now find themselves liable — sometimes through a “Simple Assessment” letter.

If you or a family member has received one of these letters:

• Don’t ignore it

• Don’t panic

• Don’t assume it’s wrong

...But do make sure it’s accurate.

We're already helping clients:

• Check whether the tax calculation is correct

• Understand why tax is now due Minimise overpayments where possible

• Deal directly with HMRC

If you’re unsure what the letter means or want peace of mind before responding, feel free to get in touch. A quick review now can prevent unnecessary stress (and penalties) later.