NormanH Posted October 6, 2012 Share Posted October 6, 2012 Can those of you who know about HMRC comment on this please?As has been mentioned a few times in other threads some French tax offices (but not all) will not sign the France individual form until they see that the income for the year in question has been declared, and any tax due paid.This creates a delay before the tax code in the UK can be adjusted, with the following result:In order to collect the tax due on theOAP, which is paid free of Tax, HMRC adjusts the tax code on myGovernment Pension. However my OAP is in fact taxable in France andnot in France, so on Receipt of the France Individual form the codeis altered back and a refund of the tax already paid is given.I have just received a refund from mypension provider, but it seems to me that it is only for the overpaidtax in the current year 2012-2013.I was 65 during the tax year 2011-1012,and it is my understanding that the increased personal allowance forbeing over 65 should come into effect from the beginning of the taxyear in which one reaches 65, not just from the date of birth.In the tax Year 2012-2013 I was giventwo codes. For the first part of the year 455P, and for the secondpart 728P, where as I should have been taxed under 1050P for the whole year which is thenew code issued now that the France Individual form has been takeninto account.I should therefore have a rebate of thetax taken in the year 2011-2012 under the two inappropriate codes aswell as the refund given for the year up to October 2012 which I havejust received.I have in fact only been refunded the overpaid tax for this financial year Link to comment Share on other sites More sharing options...
parsnips Posted October 6, 2012 Share Posted October 6, 2012 [quote user="NormanH"]Can those of you who know about HMRC comment on this please?As has been mentioned a few times in other threads some French tax offices (but not all) will not sign the France individual form until they see that the income for the year in question has been declared, and any tax due paid.This creates a delay before the tax code in the UK can be adjusted, with the following result:In order to collect the tax due on theOAP, which is paid free of Tax, HMRC adjusts the tax code on myGovernment Pension. However my OAP is in fact taxable in France andnot in France, so on Receipt of the France Individual form the codeis altered back and a refund of the tax already paid is given.I have just received a refund from mypension provider, but it seems to me that it is only for the overpaidtax in the current year 2012-2013.I was 65 during the tax year 2011-1012,and it is my understanding that the increased personal allowance forbeing over 65 should come into effect from the beginning of the taxyear in which one reaches 65, not just from the date of birth.In the tax Year 2012-2013 I was giventwo codes. For the first part of the year 455P, and for the secondpart 728P, where as I should have been taxed under 1050P for the whole year which is thenew code issued now that the France Individual form has been takeninto account.I should therefore have a rebate of thetax taken in the year 2011-2012 under the two inappropriate codes aswell as the refund given for the year up to October 2012 which I havejust received.I have in fact only been refunded the overpaid tax for this financial year [/quote]Hi, You are correct, and should email HMRC to that effect. Link to comment Share on other sites More sharing options...
NormanH Posted October 6, 2012 Author Share Posted October 6, 2012 Thanks. You are just the person to give me the advice I need, and I am glad that you agree with me.I wonder if other people have had the same experience, or whether it is only Sue and I who have been kept waiting so long.It is also possible that some have accepted any rebate gratefully without checking ... Link to comment Share on other sites More sharing options...
Russethouse Posted October 6, 2012 Share Posted October 6, 2012 Don't feel bad Norman, HMRC seem unable to get things right for anyone, not just ex pats, my mother just received a tax rebate for 2006 / 2007!Just write and put your case and eventually it will be sorted out. Link to comment Share on other sites More sharing options...
Gardian Posted October 6, 2012 Share Posted October 6, 2012 Norman .........I hope that I haven't misunderstood the problem, but I think the answer may be as follows.The rebate from your pension provider comes as a result of them applying your new 2012/2013 code to your monthly payment. This will have generated an immediate refund.Your refund for any previous years (in this case just 2011/2012) comes from HMRC. In Mrs G's case, the money hit her bank a/c within 14 days of them making the calculation, but the written advice of the calculation took about a month to turn up (everything seems to come from Southall !!) Employers implement revised tax code changes as a 1st priority, and so if the timing coincided nicely with your normal payment date, you could well have seen their rebate before anything from HMRC.If you asked for the HMRC rebate to be paid directly to a UK bank a/c, it should turn up within days. If however you asked for a cheque, that'll take longer to turn up (via Southall). If directly to your French bank a/c in €'s, then I've no idea re the timing. Link to comment Share on other sites More sharing options...
NormanH Posted October 6, 2012 Author Share Posted October 6, 2012 Thanks Gardian, that makes sense as the refund letter did come from the Pension provider informing me of the new tax code and rebate. Link to comment Share on other sites More sharing options...
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