Clarky55
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Pension Lump Sum and Claiming Tax Refunds for Non-Residents
I am tax resident in the UAE (and have been for many years) and will be drawing down my full UK pension as a lump sum. I know tax will be withheld and I will need to claim a tax refund (6 digits) under the UAE-UK Tax Treaty. Can you clarify the following: 1) Can I request the tax refund through the DT Form Individual or will I be required to complete a self-assessment (I have no other UK income)? 2) As the amount of the tax refund is rather large I expect there will be additional scrutiny before it is refunded. Could you please clarify what is likely to be required from me in terms of documentation/evidence? 3) Approx how many months would a refund typically take for a large amount once the form is submitted?