AndyB65
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RE: Pension Lump Sum and Claiming Tax Refunds for Non-Residents
Hi, As I am tax resident in France, I reclaimed UK income tax deducted from a private pension fund (not in drawdown) that I had transferred to France. However, the amount I was able to transfer excluded AVCs that I had paid into the fund. Sometime after, I received a letter from the agents of the pension company to say that, following legal advice, the pension provider would pay me the AVCs as a lump sum. I received the amount less UK income tax deducted. I applied to reclaim the income tax using the DT form. However, the tax repaid by HMRC is less than the amount of tax deducted at source because a UK personal allowance has been applied. Is this correct? Many thanks.