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by rr296
Tue Jan 17, 2017 9:16 am
Forum: Savings & Investments, Pensions & Retirement
Topic: Auto-enrolment - unclaimed higher rate relief for prior years
Replies: 1
Views: 141

Auto-enrolment - unclaimed higher rate relief for prior years

My wife is a higher rate tax payer but does not file for self-assessment. Her workplace auto-enrolled her in their pension plan in Aug 2013, with the customary 20% tax relief given at source. She has not claimed the remaining 20% of higher rate relief on this since she was enrolled. After doing some...
by rr296
Wed Jan 11, 2017 1:13 pm
Forum: International Tax
Topic: PPB deemed gain & subsequent full surrender
Replies: 1
Views: 117

PPB deemed gain & subsequent full surrender

After an extended period overseas, I came back to the UK with an insurance bond which turned out to be a PPB (Personal Portfolio Bond). I remain resident to this date. I only realized the consequences of that a few years later, at which point I got the PPB duly endorsed by the insurance company and ...
by rr296
Sun Jan 08, 2017 11:56 pm
Forum: International Tax
Topic: Purchase of Irish ETF listed in London for UK non-dom - remittance risk?
Replies: 3
Views: 200

Re: Purchase of Irish ETF listed in London for UK non-dom - remittance risk?

thanks maths I was thinking that my payment for the ETF shares (most likely) goes into the UK via my offshore bank given that the ETFs are traded by market makers who would typically operate out of London... but upon reflection, I guess that does not matter as those market makers (or more generally ...
by rr296
Sun Jan 08, 2017 2:43 pm
Forum: International Tax
Topic: Purchase of Irish ETF listed in London for UK non-dom - remittance risk?
Replies: 3
Views: 200

Purchase of Irish ETF listed in London for UK non-dom - remittance risk?

I believe the question has been raised a few times over the past 10 years but I have not seen a clear response, so I wanted to ask one more time. I am UK resident but non-dom. I have an offshore bank & brokerage account in Jersey. Through that offshore broker, I am looking to buy a Dublin-domici...
by rr296
Thu Sep 24, 2009 10:27 pm
Forum: International Tax
Topic: EU citizen left UK in 05; return as not ordinarily resident?
Replies: 1
Views: 221

EU citizen left UK in 05; return as not ordinarily resident?

I am a EU citizen who was resident in the UK from July 2000 through August 2005. At the time, I came with the intention of staying between 2 to 3 years and thus acquired "resident but not ordinarily resident" status which subsequently reverted to "resident and ordinarily resident"...

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