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Skeletor,
seriously try not to be so helpless....it took me all of 5 seconds to locate https://www.gov.uk/guidance/get-a-certificate-of-residence using google search 'hmrc proof of tax residence'
But sure you go ahead and insult everyone else because of your reduced mental capabilities...
Yes. I know all of that. I just need to send 3 copies to uk Tax office to get stamped so I can prove to Swiss tax office that I am a uk tax paying resident. On the HMRC website there is not an obvious address for doing this (other than the main address). As others had been quite helpful on this thread I thought I would reach out to ascertain the address used. Failing that I will just use the main address and hope for the best.
u raised the matter.
No insults m8!
Cant reclaim til after the end of the tax year.
U will need pro forma tax credit evidence.
Guess u know all of that!
Was FGS the first part of the post code and then your mid wandered a little as it tends to do in your dotage as you reminisce on simpler times and investing in chocolate factories that you forgot to finish giving me the address to send form 86 to at uk tax office?
This is nothing new.
I believe Swiss shares have had this arrangement for decades - those taht hold Nestle will remember
OH FGS
Use HMRC web to reciam the OS tax credit = after YE.
All depends as to whether ur divi income is up to £2k
Invest and be aware!
Can someone please give me the UK address this goes to? Also did you put a covering note in or do they instantly know what to do? Did you include your tax vouchers or is this for when it gets sent to the Swiss tax office. What a pain.... I will def try and sell pre div next time and then buy back ex divi... Hopefully not too many do the same!!
The form is an absolute nightmare
If you hold the share in an ISA you can claim 20% back with the Swiss keeping the remaining 15%.
If you hold in a SIPP you will be able to claim back the full 35%.
The HRMC will still be interested in the amount you get back as it will no longer be under the ISA/SIPP protection. It really is a silly system.
Thank you freedom
I hold them in a SIPP
would it be different for me ?
Cheers mate
On the dividend confirmation vouchers it states swiss withholding tax @35% so not sure why we can only claim back 20%.
My broker said I could claim back 20% as its in a stocks and share isa. Other people on here told me the same I filled in column 7,for 20%.
I calculate that my tax was 35% is this correct? I thought it was 20%?
PPS Once you get it back from Hmrc you then send 1st 2 copies to Swiss tax man.
Federal Tax Administration
Main Division FDT
Eigerstrasse 65
3003 Berne
P S Not sure if I filled mine in correctly still waiting for it back from the tax man, up to 7 months apparently.You only fill in the first 2 pages and page 4 is general instructions. Good luck
Download the snapform viewer and form 86 from the Swiss federal tax administration website and contact your broker and ask for the dividend confirmation / tax vouchers for Ferrexpo. Fill in the form and send 3 copies to Hmrc. If you hold these in a stocks and shares isa the answers to the questions are YYYNYNNNNNNN. Fill in colomn 7. Observations for 3, Held in a stocks and shares isa. If you go back through my posts you will see i got all of these answers here as I had no clue how to fill it in its very complicated. Also you have to convert it all into Swiss francs but not on today's exchange rate, on the date when the dividend was paid I think.
Could some one link or provide details on how to claim the tax element back and any info on filling in greatly appreciated
Cheers