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Treasury Reportedly Plans to Withhold Income Tax from State Pension

Officials are exploring deductions at source using a possible flat 20% basic-rate cut with year-end reconciliation that would need new legislation to implement.

Overview

  • Reports this week, first published on Thursday, say Treasury and DWP officials are drawing up plans to deduct income tax from State Pension payments before they reach recipients.
  • The proposals under discussion include a default 20% basic-rate take at source with reconciliation after the tax year and the option to outsource administration to a private contractor.
  • Ministers and the DWP have said there has been no change to the pension’s tax treatment and that no final decision has been made.
  • Campaigners and tax experts warn a blunt at-source approach could over-collect money, create widespread refunds and cause real harm to vulnerable pensioners who rely on regular payments.
  • The issue is driven by rising State Pensions under the triple lock and a frozen personal allowance, which HMRC data show has pushed more pensioners into tax and is likely to require primary legislation and complex new systems if pursued.