Tax and private pensions

Documents to download

This note provides a general overview of the tax treatment of private pensions and current reform proposals.

War widows’ pensions

Looks at changes in the rules about remarriage and cohabitation for war widows and widowers' pensions
Changes to Winter Fuel Payment eligibility rules

The government is changing the rules for Winter Fuel Payment so that, from winter 2024/2025, households will no longer be entitled to it unless they receive Pension Credit or certain other means-tested benefits.
- Benefits policy
- Pensions
Finances of the Monarchy

A research briefing on the Finances of the Monarchy, including the Sovereign Grant, Duchies of Lancaster and Cornwall and tax arrangements for members of the Royal Family.