DaisyW

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,

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,

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

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,

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 Also, what is the maximum that can be withdrawn as a regular payment from a SIPP?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

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.

Recently submitted and paid CGT on UK property - the payment reference seemed to change between submit and payment. How can I get confirmation that my payment has been received ?