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State Pension to Exceed Personal Allowance, Tax Exemption Confirmed

The full new state pension is projected to surpass the tax-free personal allowance from April 2027, but the government has confirmed that those whose sole income is the state pension will not face an administrative tax burden.

  • The full new state pension is set to rise to £13,036.40 per year from April 2027.
  • This amount will exceed the £12,570 tax-free personal allowance.
  • The government has pledged that pensioners whose only income is the state pension will not pay tax on it in this Parliament.

The full new state pension is projected to exceed £13,000 annually from April 2027, marking the first time it will breach the tax-free personal allowance. The state pension is set to increase by 3.9% from April 2027, in line with earnings growth under the triple lock mechanism. This would bring the full new state pension to £250.70 per week, or £13,036.40 a year.

The current tax-free personal allowance stands at £12,570 per year. While an income of £13,036 would typically incur around £91.48 in income tax, the government has confirmed that pensioners whose sole income is the state pension will not be required to pay tax, even if it exceeds this allowance.

This commitment was initially made by then-chancellor Rachel Reeves in the 2025 Autumn Budget and was recently reaffirmed by pensions minister Torsten Bell on 16 September. The government stated that this measure aims to ease the administrative burden for pensioners, preventing them from having to pay small amounts of tax via simple assessment. Further details on how this commitment will be delivered are expected in the upcoming Autumn Budget.

Why this matters: This development means that despite the state pension rising above the personal allowance, pensioners relying solely on it will not face an unexpected tax liability or the administrative process of paying small amounts of tax.

What this means for you: If your only income is the state pension, you will not have to pay income tax on it in this Parliament, even if it exceeds the personal allowance.

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