Gaah, that was a terribly worded comment of mine!

I'd enter the amount after the refund into the tax return.

I'd add a white space note saying that I'd paid more but the pension company are refunding the difference due to the contributing exceeding the relevant income.

Don't know for certain but I'd enter that the amount paid into the pension is the amount after refund and add a white space note saying that the difference will be refunded. AIUI, there are very strict rules on when a pension company can refund contributions - mostly they cannot but this is one case...

1. Can I claim the 20% being in the higher rate re the employers occupational pension contribution on £2718 through the SA? No because the payment was deducted before tax was paid so you already got the full tax relief. I don't think you include this figure on your tax return, it's hidden in the re...

https://www.revenue.ie/en/tax-professionals/tdm/income-tax-capital-gains-tax-corporation-tax/part-27/27-01a-03.pdf See footnote 1 for the US domiciled change. Following to https://www.revenue.ie/en/tax-professionals/tdm/income-tax-capital-gains-tax-corporation-tax/part-27/27-04-01.pdf Section 4 Taxa...

If you're Irish tax resident then ETFs/ETPs are mostly caught by the Exit tax (not CGT) and will be taxable in Ireland at 41% regardless of where they're held. If they are subject to Irish Exit tax then they'll also be caught by the 8 year deemed disposal rules so you can't just hold them until you ...

I don't know anything about the DoV rules so I'm not commenting on that but on the solicitor/SDLT bit, I had a similar issue where they didn't agree with an accountant re the SDLT calculation. Turned out that they had some software that they enter all the information into and it tells them what the ...

Some confusion arises because I didn't think you could grant a lease to yourself as a matter of property law. (e.g. A to A&B is fine, A&B to A is fine, but A&B to A&B is odd). I'm not a property lawyer so maybe it is acceptable in some situations. I think it's only a lease over the same property th...

It makes no difference - unless you and your wife don't live in the same house and, on the facts, you'd be deemed to have different primary residences which is unlikely but theoretically possible. (Although not for CGT purposes, only SDLT and council tax, one giveaway would be that you're each claim...

It's complicated because there are schemes that are tax efficient but given that they appear to be US shares held in a US account they're probably not one of these schemes (which I know nothing at all about) I think, therefore, you will pay income tax on the shares - and I'd expect you to have to pa...

It shouldn't matter whose name you buy it in because the condition about owning another property includes properties owned by a spouse. So the real question you need to answer is what is happening to your current home? If you're selling it then you won't have to pay the higher rate due to replacemen...