Tax planning
Make sure you don't pay too much tax
Nobody likes the thought of paying more tax than necessary. Trouble is, if you don't have a tax expert around to tell you, you may never know.
Your employer isn't responsible for making sure your tax affairs are in order - it's up to you to take the initiative. If you're retired, you may not be claiming all the allowances you're entitled to.
That's why it makes sense to take professional advice.
About tax planning
Take a brief look at some of the areas where tax planning can make a difference to your lifestyle.
The NatWest Personal Tax Service
Our professional service is designed to help you manage your tax affairs, including completing your tax returns and acting as agent with HM Revenue & Customs
"Older people want to pay the right amount of tax but too many pay more than they need to..."
National Audit Office, October 2009
Get in touch
We’re here to help you cut through the complexities of retirement.
Call today for an appointment with one of our financial planning advisers
0845 301 9945*
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*Minicom 0845 900 5961.
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Glossary
Still struggling with retirement planning jargon? Check out those tricky terms with our glossary.