HMRC Admin 19 Response
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RE: How to claim back (emergency) tax from pension lump sum as non-uk (german) resident?
Hi,
You will need to submit a claim for any refund:
Double Taxation: treaty relief (Form DT-Individual (Germany))
Please ensure you read the accompanying notes to ensure you qualify for relief.
Thank you.. -
RE: Oversea "single-premium" 5 years life savings insurance policy
Hi,
You can see guidance here:
Gains on foreign life insurance policies (Self Assessment helpsheet HS321)
Thank you -
RE: small gift clarification
Hi Malburian1959,
HMRC cannot comment on the findings or advice from other websites.
For payments being made we refer to a tax year, that is 6 April to 5 April, so any payments made within that tax year would need to be within limits specified.
Thank you. -
RE: Accidently gone over ISA tax allowance.
Hi,
As you are only allowed to invest £20,000 per year, anything over this is liable to Income Tax and is no longer tax free under the ISA rules. HMRC will contact you in due course to advise you of how much now comes under your personal savings allowance income.
Thank you. -
RE: Taxed Status when Processing Money through UK Bank Account
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RE: Access to Self Assessment when moving overseas.
Hi,
As resident for 2022/23, you can submit online as no residence page is required. For 2023/24, if you are claiming split year, you will need to resort to paper forms again.
Thank you. -
RE: Self Assessment for 2013/14, 2014/15, 2015/16
Hi,
Yes, you will still need to file the returns.
You can appeal the charges due but as it is your responsibility to file your return, whether you employ an agent or not, this would not be a reasonable excuse to have the charges cancelled.
Thank you. -
RE: Paying "First Payment On Account" if already paying arrears from previous tax years
Hi,
Payments will automatically allocate to the oldest arrears. Once you make the payment for the current charge, please contact our Self Assessment team so that it can be reallocated to correct charge for you.
Self Assessment: general enquiries
Thank you. -
RE: Change of tax code now on state pension
Hi,
Your state pension is taxable income and as tax cannot be deducted directly from it, it is put in your code against your employment income in order to collect the extra tax due.
Thank you.