Do you live outside the UK and pay UK tax?

You could be owed a tax rebate on your UK pension

If you are not living in the UK and are paying tax on a UK pension you could be owed a tax rebate.

The UK tax office has agreements in place with many countries meaning tax should either:

• Not be paid at all in the UK on UK pension income
• Should only be paid at a reduced rate

A claim can be backdated for the last four tax years so, if you have been paying tax when you didn’t need to, you could be owed a tax rebate for the last four years.

Am I entitled to claim pension tax relief?

Entitlement to claim pension tax relief depends on the country, or countries, you have been living in and the type of pension income you receive. There is a very long list detailing which countries allow tax relief on pension income in the UK and not all countries are the same.

What types of pensions are covered?

Most types of pension income are eligible including government, state, and lump sum payments.

I have cashed in my pension, can I claim?

Yes, you can claim pension tax relief if you have cashed in your pension. This is subject to the type of pension lump sum and the country you have been living in.

Are there any other reasons why I could have overpaid UK tax?

HMRC has numerous regulations governing situations in which taxpayers may have overpaid tax. When we work with you on your pension tax relief submission, we take an holistic approach to ensure that you get your maximum tax rebate.

The most common tax reliefs we have claimed for our non resident clients include:

• Stopping employment within the last four tax years
• Paying tax on rental income in the UK
• Working outside the UK and paying UK income tax
• Unclaimed work expenses while working in the UK

This is by no means an exhaustive list and we will consider every possible tax relief that is applicable as we complete your bespoke claim.

How we can help you make a pension tax relief claim

We specialise in helping UK non residents claim back tax for many different reasons. Our qualified experts can help you understand what you may be eligible to claim back, making the process simple and secure. There is no financial risk when enquiring, as we follow a reassuring ‘No rebate, no fee’ policy.

In addition, our Self Assessment tax return service can take care of any tax return submissions or amendments where necessary.

Just fill in our quick contact form below, or give us a call on 01228 520477. Your call will be answered by a real person, in the UK and there is no numbered ‘options’ list to wade through.