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Expert commentary and practical guidance from ICAEW related to pensions in the UK personal tax regime.

In this section

Practical guidance

Features and articles

Bloomsbury Accounting and Tax Service

Eligible firms have free access to Bloomsbury Professional's comprehensive online library, comprising more than 60 titles from some of the country's leading tax and accounting subject matter experts. Find out who is eligible and how you can access the Accounting and Tax Service.

Providing for pensions and life assurance

Expert guidance on pensions and life assurance taxation in relation to business partnerships.

Pension scheme strategies

Advice on tax planning for pension schemes, written for anyone who advises or runs a family or owner-managed company.

Bloomsbury's tax rates and tables 2023/24: Finance Act edition

Tax rates and tables updated to reflect measures passed in the Finance (No. 2) Act 2023. Finance (No. 2) Act 2023 legislates for various changes to pension taxation, including the abolition of the lifetime allowance charge from 2023/24. It also introduces a new multinational top-up tax and a domestic top-up tax, and the temporary increased rates for theatre tax relief, orchestra tax relief, and museums and galleries exhibition tax relief have been extended until 31 March 2025.

Pensions and benefits

A full chapter on the taxation of pensions and benefits in the UK, written for tax practitioners.

Pensions, state benefits and tax credits

A chapter on pensions taxation, containing worked examples.

Pensions and life assurance

Chapter providing practical advice on pensions and life assurance in relation to inheritance tax planning.

Pension funds

Chapter providing information for tax advisers on UK tax rules relevant to pension schemes.

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Further support

* Some of the content on this web page was provided by the Chartered Accountants’ Trust for Education and Research, a registered charity, which owns the library and operates it for ICAEW.