Pensioners: Taxation

(asked on 29th January 2026) - View Source

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, if she will make it her policy to ensure that pensioners are not required to file self-assessment tax returns for small amounts after the new state pension exceeds the tax-free allowance in 2027.


Answered by
Torsten Bell Portrait
Torsten Bell
Parliamentary Secretary (HM Treasury)
This question was answered on 3rd February 2026

Pensioners whose sole income is the basic or new State Pension without any increments will not pay income tax in 2026-27.

At Budget 2025, the Government announced that it will ease the administrative burden for pensioners whose sole income is the basic or new State Pension without any increments so that they do not have to pay small amounts of tax via Simple Assessment from 2027-28.

The Government will set out more detail in due course.

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