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taxation

If a pension scheme meets certain conditions laid down by the Inland Revenue, it will have exempt approved status, which brings many tax advantages. Employers' and employees' contributions attract tax relief. The employers' contribution is not taxed as a benefit in kind in the hands of the employee. Capital gains earned on the pension fund are tax free, as are lump sum death benefits and lump sum retirement benefits. Pensions in payment are taxable as earned income.

A scheme must meet many detailed conditions to achieve approved status. In particular, there are upper limits on the benefits that approved schemes may provide, and upper limits on the contributions that attract tax relief.

related links
Inland Revenue
The EEF Employment Guide is intended to provide general guidance only. It does not purport to be comprehensive or to give legal advice. Users should always seek specific legal advice before taking or refraining from any action. Information and documents on this website are prepared in accordance with the laws of England, Wales and Scotland. Users accessing from Northern Ireland should be aware that different laws and interpretations may be applicable to Northern Ireland.