Question for those reclaiming Israeli Tax (ISA & SIPP setup)15 Feb 2026 01:03
Hi everyone, I’m currently starting the dividend tax reclaim process for the upcoming July payment and could use some advice from veterans here.
I hold shares in an IG ISA and IBKR SIPP (administered by SIPP Administrator). I’ve got the ESOP 2026 application form, but I have a couple of questions:
For the SIPP, has anyone here worked with Pension administrator to get the HMRC Form APSS 146E and the Part B stamp? Any tips on speeding them up?
For the ISA, did you find it easier to use the HMRC online service for the CoR or just mail the physical Part B form directly to the BX9 1AS address?
Has anyone had issues with ESOP accepting digital/scanned copies, or is 'wet ink' post still mandatory?
Any 'lessons learned' from those who have successfully received the USD refund into an IBKR or IG account would be hugely appreciated. Cheers