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Pensioners and tax: communications materials

Information for use by stakeholders to communicate with pensioners about Simple Assessments.

• From: HM Revenue & Customs
• Published: 25 July 2024
• Last updated: 22 August 2024 — See all updates

Documents

Simple Assessment guide for pensioners

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The information on this page is designed for stakeholders to provide information to pensioners regarding the issuing of Simple Assessments. It covers what Simple Assessments are, why we use them and what pensioners need to do on receipt of a Simple Assessment.

This is not customer-facing guidance, and should be used in conjunction with core customer guidance.

Published 25 July 2024
Last updated 22 August 2024 + show all updates

1. 22 August 2024

   Added a link to the Income Tax GOV.UK page

2. 25 July 2024

   First published.