Bunty

Hello, As my foreign dividends are now more than the threshold for 2023-24 (£1,000), I will need to register for self-assessment. The form asks me what date I started receiving taxable foreign income of £300 or more. I have had the shares (with varying levels of dividends paid) since before moving to the UK in January 2015. Do I need to put that date, even if during 2014-15 to 2022-23 the dividends received were below the threshold for each tax year, or do I put 6 April 2023 as the start of the tax year during which I have started receiving dividends above the annual threshold? Your advice is much appreciated. Thanks, B

Hello, I am a UK resident but have some overseas income from dividends (shares held with a German bank). Information on https://www.gov.uk/tax-foreign-income/paying-tax is not entirely clear to me, please can you clarify: "You do not need to fill in a tax return if all the following apply: - your only foreign income is dividends [this is correct] - your total dividends - including UK dividends - are less than the £2,000 dividend allowance [this is correct; no UK dividends] - you have no other income to report [my other UK income is taxed via PAYE so I have never submitted a tax return]" What other income is meant in the last bullet point? As stated, my income is taxed via PAYE so I do not normally have to report it. Would I still need to register for self-assessment? Thanks, B

Hi, I have joined an approved professional body in December 2022. The fee (£144) is invoiced annually upon new membership year starting based on first date of joining, but is paid monthly by direct debit on the basis of 1/12 of full invoice. What amount can I claim for 2022-23 and can I already claim for 2023-24? Annual fee has been reduced to £99 from December 2023 onwards. Thanks, B