HMRC Admin 19 Response

Hi siuman011,

As the pension is only taxable in Hong Kong and this was the only reason for Self Assessment, you do not need to complete the return. You should contact the Self Assessment team to have the record closed.

Self Assessment: general enquiries

Thank you.

Hi,

Article 17 of the UK/New Zealand double taxation agreement advises that full relief is available for UK pensions/annuities, including trivial commutation lumps sum payments, including state pensions, but not incapacity benefit. To claim tax relief on your pensions, you will need to complete 'DT indiviual UK/New Zealand', which can be found here:

Double Taxation: UK-New Zealand (SI 1984 number 365 and protocols) (Form New Zealand-Individual)

Please complete all relevant sections of the form, declaring your pensions and send the signed and dated form to the New Zealand tax authorities. The New Zealand tax authorities will review the form and validate it with an official datestamp and the signature of an authorised individual. They will return the form to you, for onward transmission to HM Revenue and Customs.

Thank you.

Hi PM_CO,

If you have concerns about how an agent is operating, you can contact us with the details:

Income Tax: general enquiries

Thank you.

Hi,

You need to answer ‘yes’ to the question ‘Are you applying for a statement of NI contributions to claim unemployment benefit abroad’ as previously advised.

You will receive the U1 via post and not email.

Thank you.
 

Hi,

The employees would need to refer to the double taxation guidance for the country they are moved to and apply for a certificate of residence: 

Tax treaties

How to apply for a certificate of residence to claim tax relief abroad

Thank you.

Hi Mikehhh,

Yes, that is correct.

Thank you.

Hi Daria12

There are no Income Tax implications on the receipt of a cash gift unless the income generates interest or dividends. These would then potentially be subject to Income Tax. Further guidance can be found here:

Tax on savings interest

Tax on dividends

We cannot comment on the banks position.

Thank you.

Hi thissongisforyoumylove,

There are no Income Tax implications on the receipt of a cash gift unless the income generates interest or dividends. These would then potentially be subject to Income Tax. Further guidance can be found here:

Tax on savings interest

Tax on dividends

If you only got Universal Credit there is no need to complete a tax return.

Yes, let HMRC know of any change in your residence status.

Thank you.

Hi John Seton,

We would advise you to contact Brooksdale first, and if you are unhappy with the response then you could contact the Financial Conduct Authority:

Contact us

Thank you

Hi Nella,

Can you please clarify that when you refer to payments, is this a pension?

Thank you.