HMRC Admin 10 Response
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RE US Residency certificate and DT Individual
Hi
No, you do not need to complete a DT US Individual claim form every year unless you have a new UK Pension Source. -
RE: CGT deductible expenses on probate sale
Hi
You may find this tutorial helpful What allowable expenditure can I claim against Capital Gains Tax? -
RE Can I use the CGT real time transaction return for 2024-25 gains?
Hi
please take a look at this video tutorial: How do I report and pay Capital Gains Tax on property disposals? -
RE Split Year Treatment
Hi
You will need to post the SA109 to HMRC PAYE & Self Assessment BX9 1AS. -
IRA Withdrawal - where to declare on self assessment
Hi
Yes the additional one is a lump sum. -
RE: German/UK Income Tax Help
Hi
The online self assessment attachments feature is not intended for you to send general correspondence or information about issues unrelated to your Tax Return. HMRC will reject any attachment that is not in PDF format or if it contains a virus. There is a limit on the size and number of attachment. -
RE DT Individual form & NT tax code
Hi
No. The pension provider will tax the lumpsum payment first. Your husband then has to claim the tax back from HMRC. He should go to www.gov.uk and search for 'tax treaties'. He should review the treaty for his country of residence, as it could be possible the lump sum remains taxable in the UK. If it not taxable in the UK, he will need to download the correct 'DT Individual' form. Search for it in the search box. The completed DT individual form should be signed, dated and sent to his local tax office for validation. He should then send the validated form to HMRC at the address on page 1 of the form. -
RE: Cash gift from parents outside UK
Hi
No. There are no tax implications for bringing capital in to the UK. The banks have their methods for ensuring the transfer is above board.
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RE Period of Administration Income
Hi
We are sorry to hear about your experience and regret any inconvenience caused. If you would like to file a complaint you can do so here:
Complain about HMRC
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RE: ISA Transfers and new ISAs
Hi
The maximum you can currently invest each year in ISAs is £20,000.
You can have £20,000 in one account or split the allowance across multiple accounts.
As you have already invested £20,000 in the current tax year you will need to wait until the next tax year to invest a further £20,000 in any ISA account.
Individual Savings Accounts (ISAs)