Coming to the UK (Individuals) – Case Study

A Dutch citizen came to work in the UK for a few years. He remained in the UK longer than he originally anticipated, and then relocated to Australia. Xpatria helped this expat by:

  • Advising on his tax status, so that he could take advantage of valuable tax breaks, and reviewing his tax status as his circumstances changed.
  • Ensuring that his non-UK investment income avoided UK tax.
  • Preparing and filing tax returns.
  • Reclaiming overpaid UK social security deducted at source from his pay.

A UK citizen returned to the UK after spending the majority of his working life in the Netherlands. After working for a couple of years, he was made redundant and subsequently decided to retire. Xpatria helps this expat by:

  • Claiming tax exemption on a lump sum payment made from his Dutch pension scheme.
  • Claiming ongoing tax exemption of 10% of his annual Dutch pension.
  • Obtaining higher rate tax relief on UK pension contributions.
  • Preparing estimates of his net income so that he can budget accurately.
  • Calculating estimated tax payments due.
  • Preparing and filing tax returns.