Lucylou

Swiss tax authorities will only refund 20% of the dividend tax paid using Form 86 for Swiss shares held in an ISA. If I wish to claim the remaining 15% of withheld tax from the HMRC how best is it to do this using my self assessment form. I want to be able to do this without the declared ISA dividend amount received not impacting my UK personal tax ie I do not want to end up 1) paying 8.75% (or more) UK dividend tax on shares held in an ISA OR 2) the ISA dividend amount unintentionally impacting my UK tax threshold by pushing me into the next tax threshold