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  #21  
Old 21.10.2017, 22:15
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Re: Double Taxation

First she needs to check if she is still resident for tax purposes in the UK. Also State pension may not be taxed there if it's less than her personal allowance.

https://www.gov.uk/tax-uk-income-live-abroad

Yes, in Switzerland couples file one return together so husband and wife incomes on the same form.
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Old 21.10.2017, 22:35
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Re: Double Taxation

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First she needs to check if she is still resident for tax purposes in the UK. Also State pension may not be taxed there if it's less than her personal allowance.

https://www.gov.uk/tax-uk-income-live-abroad

Yes, in Switzerland couples file one return together so husband and wife incomes on the same form.
Thanks, but I don't think this is relevant for her.

I've found an email from her UK accountant saying she is non resident for UK tax purposes now (took a while), and indeed her tiny UK state pension is taxed in the UK at source (won't be over her personal allowance).

With the incomes being reported on the same form, even though my father's income is in the UK, he's a UK citizen only, he pays tax at source etc. So even if their combined income put them into a tax bracket of sorts in CH surely she'd get some form of relief for his aspect of the income as he's been taxed on it in the UK already, which I assume is at a higher rate than CH too?

She has:
- rental income (not huge)
- small swiss pension
- tiny UK state pension

In her name. Then:-

- Husband's state pension (medium)
- Husband's private pension (medium)

Assuming the latter 2 get credit for having had UK tax applied, even if reported on the same form?
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  #23  
Old 21.10.2017, 23:55
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Re: Double Taxation

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Hi guys

I found this thread when searching for info for my mother. She is a Swiss passport holder only. Lived in the UK with her UK husband. She has moved back to CH a couple of years ago and closed all ties apart from a basic current account in the UK. She is still married to my father but he is in a care home in the UK.

Basically, she has some income in CH. But her main income is my father's private and state pension in the UK which she transfers through in chunks occasionally to her Swiss account.

Her Swiss accountant recently retired and handed her file over to another one.

He has asked for info on these transfers from my father's UK account (using the power of attorney) to her CH current account, which we provided. But he now claims that she needs to pay circa 8-9,500 CHF income tax wise. I've said to him that that would be double taxation as this income is taxed in the UK, likely at a higher rate.

He also says as they are still married, their incomes are clubbed together for income tax purposes or something or the sort.

Does anyone know a English speaking Berner Oberland based accountant by any chance? One who knows a bit about the UK system as well as Bern? Apart from this income aspect her tax has been pretty straight forward over the years in CH even though she has a property which is part let out.

Thanks very much
Any of the husbands income that is transferred to CH in not taxable income of the wife in CH as it's not her income, just a payment towards expenses from her husband who has no CH tax liability.
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Old 22.10.2017, 00:46
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Re: Double Taxation

Thanks guys. Anyone know a competent accountant in Bern please?
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