Claiming double tax treaty relief on UK pensions

L J Hadnum -
We've had some questions on precisely how a UK expat would go about claiming relief from UK tax on any UK pensions. We've covered the impact of various double tax treaties in this article on how a UK state, private and government pension is taxed when you go overseas. However if you're entitled to claim either full or partial relief from UK tax under the treaty how do you go about claiming it - via the tax return? or is there a separate form? You'll need to complete a specific form such as the DT/Indiv form with details of your residence status and the pension income in question. This is then sent to the tax authority of your overseas country of residence who will then forward it back to the UK tax authorities (or back to you for you to send to the UK tax authorities). We've put together a step by step guide in this article on How to claim UK tax relief on UK pensions received by an expat It goes through exactly how the necessary form needs to be completed and includes screen shots of the form highlighting the key areas.

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