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  • RE: Transfer of Swiss Pension

    Good morning HMRC Thanks for this useful information so far, I have an additional query. I lived in Switzerland 2014 - 2016 and returned to living and paying tax in the UK. I am considering receiving my Swiss pension as a lump sum cash payment. Firstly, I understand from the above comments that NO UK tax payment would be required for this, due to the DTTA. However I have been informed on the Swiss side that as the tax to be paid in Switzerland will be in excess of CHF1000, I will be eligible to apply for a refund of the tax there. However in order to apply for the tax refund, I need to show proof that tax has instead been paid in the UK or that the UK tax authority is aware that I received the lump sum payment. How to I go about this if no tax is due in the UK? https://www.zh.ch/de/steuern-finanzen/steuern/quellensteuer/rueckerstattung-quellensteuer-auf-kapitalleistung.html Thanks in advance