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Posted Thu, 12 Sep 2024 10:42:38 GMT by Ken T
Hi, I migrated to Australia in 2012 and have worked from then to 2022 when due to illness I was classed as totally permanently disabled so I am no longer able to work and support myself and family. I started a pension transfer in 2021 when I was 55 into a Qrops fund here in Australia. My second instalment is due to come across in a few weeks. I'm am now aged 58 so I'm two years short of being able to access it without a tax hit? Does me now being disabled make any difference to taxation? Many thanks.
Posted Fri, 20 Sep 2024 15:29:00 GMT by HMRC Admin 32 Response
Hi,
Please have a look at the guidance at PTM063400 for UK based pensions.
PTM063400 - Member benefits: lump sums: serious ill-health lump sum
Thank you.

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