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Check what you need to do when taking lump sums so you know what's tax free.
Information for farmers who applied for the Lump Sum Exit Scheme.
Use this form if you have a query about your lump sum forecast statement or post application statement.
How to deal with lump sum death benefit payments and what tax to deduct.
Use this form to give evidence to support your application for a lump sum payment to leave or retire from farming.
Use this form if you're eligible to apply for a lump sum to leave or retire from farming.
If you’re a legal representative, find out the information you need to tell HMRC to calculate the lump sum death benefit charge.
You can take different tax-free lump sums from your pension pot depending on the type of protected allowances you hold.
Don’t include personal or financial information like your National Insurance number or credit card details.
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