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| Individuals - Coming to the UK - Case Study |
A US citizen, who had already spent time working in the UK a few years previously, returned to work in the UK.
Xpatria helps this expat and his wife by:
- Obtaining back dated tax refunds for his wife of over £4,000.
- Ensuring that non-UK investment income avoids UK tax.
- Preparing and filing tax returns for the expat and his wife.
- Completing and filing Inland Revenue arrival and departure forms. It is important to complete these forms correctly otherwise valuable tax reliefs can be lost.
- Advising on the tax implications of letting and subsequently selling their UK home once they had returned to the US.
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 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 stakeholder pension contributions and backdating these to the previous tax year.
- Preparing estimates of his net income so that he can budget accurately.
- Calculating estimated tax payments due under the Payments on Account system, and reducing these payments where appropriate.
- Preparing and filing tax returns.
- Completing and filing the tax arrival form. It is important to complete this form correctly otherwise valuable tax reliefs can be lost.
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Xpatria Tax & Consulting Ltd
1 Church House
Cattle Lane
Aberford
Leeds
West Yorkshire LS25 3BH
T: 0113 393 5686
F: 0113 393 5687
E: info@xpatria.co.uk
Registered in England and Wales: company registration number 07179889.
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