TKrebs

Hello HMRC, I lived, worked, paid taxes and paid into private pension schemes in Switzerland between 1998 and 2007. Since 2007 I have lived, worked, paid taxes and made payments into private pension schemes in the UK. I am over 64 years old. Having permanently left Switzerland, I am eligible to withdraw my Swiss private pension as a lumpo sum. I have advice from my UK and Swiss tax accountants that such a lump sum would not be subject to tax in the UK, but that Switzerland would impose a withholding tax. All of which is supported by earlier posts in this forum. This withholding tax paid to Switzerland could be reclaimed with the cooperation of the tax authorities of my country of residence, namely the U.K. There is a set form for this, part of which needs to be completed by HMRC. Questions: 1 Would HMRC be prepared to assist by completing the relevant portion of this form? 2 If so, what evidence or supporting documents would be required? 3 In particular, do the lump sum funds need to be received into a UK bank account? I will use them in italy, where I plan to retire, so would prefer not to have to exchange from CHF to GBP to Euro if possible 4 Would there be any implications for my UK tax position if HMRC were to complete this form - would the money thereby become taxable in the UK, for example? Thank you