Pension tax in year of retirement

jem16

robbieroy wrote: »

Thanks for your very clear and concise response Jem.
I just finished working at the end of October, so it is early days yet and I would be happy to give my employer (a University) a couple of month's grace before chasing things up, although it was not encouraging news about your friend!

She retired at the end of June and phoned around mid August from what I remember.

Thanks again
RR

No problem.

I hope you are enjoying your retirement? I remember answering one of your posts earlier when you were considering it.

robbieroy

jem16 wrote: »

She retired at the end of June and phoned around mid August from what I remember.



No problem.

I hope you are enjoying your retirement? I remember answering one of your posts earlier when you were considering it.

Yes, I remember that. It was a voluntary severance scheme and I had to mull it over for some time in order to come to a decision and get some advice. In short, I am glad I did it but it is very early days still so I need to adjust to it. I am trying to keep busy and play more sport. The best things are not having to worry about work (after years teaching and then lecturing that is something new!), and it is nice to potter around in the early morning without having to go into work (a bit like a holiday!)
How are you on answering tax questions?
RR

jem16

robbieroy wrote: »

and it is nice to potter around in the early morning without having to go into work (a bit like a holiday!)

Eespecially in this snowy weather!

How are you on answering tax questions?
RR

Do you mean why am I answering tax questions or am I any good at answering tax questions?

robbieroy

jem16 wrote: »

Eespecially in this snowy weather!

Yes - I totally agree!

Do you mean why am I answering tax questions or am I any good at answering tax questions?

It was the latter (are you any good) - I am hopeless. ( I used to be a Maths teacher but I'm OK now!)
RR

jem16

robbieroy wrote: »

It was the latter (are you any good) - I am hopeless.

I understand most of the basics quite well - not necessarily up on the most intricate stuff.

What are you looking for help with?

( I used to be a Maths teacher but I'm OK now!)
RR

You should be good at tax then. Most of it is basic Maths.

robbieroy

jem16 wrote: »

I understand most of the basics quite well - not necessarily up on the most intricate stuff.

I am trying to work out whether I will be due a tax demand.

jem16 wrote: »

You should be good at tax then. Most of it is basic Maths.

Nope - that is applied Maths!

Are you up for the challenge, provided it does not distract you from marking or planning?
RR

jem16

robbieroy wrote: »

Are you up for the challenge, provided it does not distract you from marking or planning?
RR

No problem.

I'm well up to date with marking and planning - today's snowy weather left me with 4 kids in class today!

Give me the figures - on here or by pm if you prefer and I'll see what I can do.

robbieroy

Thanks - I have sent you a PM with the figures
RR

Domain.Rider

jem16 wrote: »

I'd have another go at contacting them. Don't accept "it will be whatever you have on your P161". Have all your figures ready and go through it with them and say that you would really like your tax codes sorted out asap as you don't want to either overpay or underpay and have to sort it in April.

OK, I'll do that. Thanks again :cool: