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Taxation, work and welfare
Taxation of pensioners review
The Office of Tax Simplification has now completed the first stage of the review of pensioners’ taxation. The initial stage of the review gathered comprehensive evidence of the tax complexity experienced by pensioners and has set out an order of priority to tackle the issues identified. The second stage of the review will explore these issues in more detail and make specific simplification recommendations.
On Tuesday 6th March 2012, the OTS published the interim report of the review of pensioners’ taxation.
- Press release: Review of pensioners taxation – Interim report
- Review of pensioners’ taxation interim report (PDF 782KB)
On 11 April 2012, the OTS Tax Director John Whiting published a letter in response to inaccurate press coverage of the report.
Letter from the OTS to the Exchequer Secretary
On 14 June 2011 the OTS wrote to David Gauke, the Exchequer Secretary to the Treasury, proposing three further simplification reviews for this year - pensioner taxation, share schemes, and a project identifying complexity across the tax system.
- Letter from OTS to David Gauke MP (PDF 97KB)
- Press release: Pensioner tax and Share Schemes next areas for simplification
The agreed terms of reference for OTS’ reviews are included in a letter dated 5 July 2011 from the Exchequer Secretary, David Gauke MP, to the OTS.
- Letter from David Gauke MP, to the OTS (PDF 508KB)
- Press release: Tax simplification team to review pensioner taxation and share schemes
Taxation of pensioners
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