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Tax Help - Pensioners - Non-Taxpayers - Annuities & Non-Taxpayers
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Annuities and non-taxpayers
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- If you are a non-taxpayer you can no longer get your retirement annuities paid with no tax taken off by filling in a form R89 or form R86 (if the annuities are held jointly).
- Instead you will simply receive your annuity payments under the PAYE system. As a non-taxpayer you have more tax free allowances than income. This means you should pay no tax before you get the annuity.
- You can also get more general information on how retirement annuities are taxed here including a helpline number.
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