Leaving the UK (Individuals) – Case Study

A UK citizen was sent by his employer to work in France for up to five years. Xpatria helps this expat by:

  • Providing a pre departure tax briefing to discuss the expat’s ongoing UK tax position, and the pros and cons of local employment in France versus being seconded by his UK employer to work in France.
  • Obtaining agreement from HM Revenue & Customs that the expat’s UK remuneration can be paid without PAYE being withheld.
  • Obtaining approval from HM Revenue & Customs that the expat can remain in the UK National Insurance system whilst working overseas, thereby exempting the expat and his employer from expensive French social security contributions.
  • Obtaining certificates of health coverage to ensure the expat and his family are eligible for French state medical treatment.
  • Preparing and filing tax returns for the expat and his wife.
  • Completing and filing tax departure forms for the expat and his wife. It is important to complete these forms correctly otherwise valuable tax reliefs can be lost.

A dual UK/New Zealand citizen and his wife moved permanently to Singapore after having spent over a decade in the UK. Xpatria helps this expat by:

  • Providing a pre departure tax briefing to discuss the expat’s ongoing UK tax position.
  • Providing advice about the pros and cons of making voluntary UK National Insurance contributions whilst working in Singapore.
  • Spotting a pension tax relief which the expat had not claimed before he came to us. Filing the relevant documentation with HM Revenue & Customs, and obtaining a tax refund for the expat of around £10,000.
  • Obtaining agreement from HM Revenue & Customs that rental income from the expat’s UK home can be paid to him and his wife without deduction of UK tax.
  • Preparing and filing tax returns for the expat and his wife.
  • Completing and filing tax departure forms for the expat and his wife. It is important to complete these forms correctly otherwise valuable tax reliefs can be lost.