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  • Statement of Account for CGT paid

    Hi - I am trying to get hold of a document to submit to the Canadian Revenue Agency (CRA), that proves we paid capital gains tax in the UK in October 2023. This is so we can claim foreign tax credit. They are expecting something like a statement of account you would receive for personal income tax. Is such a thing available and how would we get hold of it. Thanks
  • RE: Overseas withdrawal from SIPP

    Hi - I did get the Double Taxation form approved in December but now have a question about the process for getting a refund of the tax already paid on my withdrawals ( prior to the form being submitted). I can't see to find any links to how I go about that - is the refund direct from HMRC or via the Pension provider and what forms do I need to complete. Many Thanks,
  • RE: Overseas withdrawal from SIPP

    Hi - I know you can't comment on specific cases but what is the generally expected response time to a DT Request form? We have forms that were submitted in June and July that are still in progress although the HMRC website where you can check the expected reply date say we should have received replies by now (text says 'you should have received a reply by 14 July 2024 and Aug 13 2024). How can we chase up? Thanks,
  • RE: Overseas withdrawal from SIPP

    Hi - I am wondering if we need to submit a Form-DT Individual for each income source or if we can do one just for the first income source we receive? I assume once our Tax Code is changed to reflect our overseas status and the we can receive income tax free, that it will apply to all sources and any new income source would see the current tax code? Many Thanks,
  • RE: Overseas withdrawal from SIPP

    Hi - once I have the Form-DT Individual completed and approved by CRA, is there an email address that I can send the completed forms to or do we have to use Canada Post/Post Office? Also, is there an estimated time that it takes HMRC to review and approve submissions? Thank You
  • RE: Overseas withdrawal from SIPP

    Hi - thank you for the clarification. A further question - when I have received my first payment ( with tax withheld in the UK), completed the Form-DT Individual and had it approved by both HMRC and CRA, refund applied for and the NT tax code issued - are there any restrictions regarding how much each subsequent withdrawal can be ( either GBP amount or % of the fund) or how often withdrawals can be made (every week?)? I am presuming that since there will be no UK tax payable there are no restrictions as far as HMRC are concerned. Thanks,
  • RE: Overseas withdrawal from SIPP

    Hi - thanks for the information. A couple of supplementary questions - once the form has been completed and approved with that apply to all subsequent payments ( from the same source) or do we have to submit a claim for refund after every payment received? Also, what is the maximum that can be withdrawn as a regular payment from a SIPP? Many Thanks
  • Overseas withdrawal from SIPP

    We live in Canada and have a UK SIPP - under the Double Taxation treaty we pay tax in Canada on annual income from SIPP, but then withdrawals are tax free. How can we ensure no tax on withheld in UK when withdrawing funds.