Warning over time limit on france / uk double taxation rebate claims

YOU ONLY HAVE FOUR YEARS TO MAKE A CLAIM FOR A TAX REBATE ON YOUR PRIVATE PENSION, A CONNEXION READER DISCOVERED I recently read an article in _The Connexion_ relating to double taxation and

immediately applied for a tax rebate on my private pension. Of course, there was paperwork to fill in and submit, including a document from the French tax authority confirming I had paid my

taxes since my move to France in 2002. After several weeks and tortuous calls to HMRC, I found out I was to be repaid from 2017 to the present date. However, there was no mention of my

application for the years 2011 to 2017. I contacted my private pension company, which had no knowledge of these years. I explained that in 2011 I was with a pension company that was taken

over by my present company in 2017, and sent this claim by post to HMRC. After another long wait, I finally received confirmation of the tax paid for the initial years of my pension.

Follow-up calls confirmed this latest claim was ‘in assessment’ and would take 30 days to resolve. After chasing up my claim, I eventually received a letter last week telling me I was not

eligible for the years 2011 to 2017 as a claim on double taxation rebate only goes back four years. So I have lost out on £5,000 and ask why, in the years I have lived in France and received

a lot of paperwork from HMRC, was there no mention, ever, of double taxation nor the rules applying to this subject? Thank goodness for _The Connexion’s_ article before it was too late. I

hope this letter will make some pensioners aware of the danger of losing out on a rebate on their private pensions. IAN FERGUSON RELATED ARTICLES FRANCE OR UK: ARE YOU PAYING YOUR TAXES IN

THE RIGHT COUNTRY? FRANCE TAXES AT SOURCE SO WHY DO I HAVE TO COMPLETE A TAX RETURN? HOW CAN I FIND OUT UPDATED TAX REDUCTION CAPS FOR PENSIONERS?