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  #21  
Old 15.05.2017, 14:02
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Re: How do you approach your UK taxes?

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Does anyone use a UK tax accountant that they can recommend?.

http://ukexpat.net/

I can recommend Juliet Connolly. She is UK tax qualified, highly experienced and ex-KPMG (where she was a colleague). She just happens to live in Australia...
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  #22  
Old 15.05.2017, 15:38
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Re: How do you approach your UK taxes?

I use ftax. My rental and savings income is always under the limit so I never pay any tax in the UK and it's the equivalent of doing a normal UK tax return. You can choose to be taxed as if you were a resident or as if you're not. There are some circumstances, such as if you get large dividends, that you wouldn't want to claim to be taxed as if you were a UK resident.
The Swiss then effectively help themselves to a large proportion of my UK income.
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  #23  
Old 15.05.2017, 16:00
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Re: How do you approach your UK taxes?

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Well Mr HH got his "don't bother unless circumstances change" about 3 years ago, and then I got mine a year ago. So the letters do exist...even my warped mind isn't sad enough to dream up HMRC letters

I guess your BIL doesn't work with the overseas section and/or the people-who-have-less-income-than-the-personal-allowance section!
Deals more with UK based companies that use inventive accountancy to pay less tax than they should..... apparently it's simply easier to go after the middle-sized 'cheats' than the big guys.

Not worth trying to do anything about it now, this year's forms are already done and so that only leaves (in theory) one or two more before I move back.
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  #24  
Old 15.05.2017, 16:40
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Re: How do you approach your UK taxes?

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Ok called the tax office and they said there are 3 Tax Forms to Complete:

self assessment tax return SA100
supplementarry rental income SA105
Non resident status SA109

Their online software doesn't work for non residents. There is a list of 3rd party software here:

Has anyone used any of these to recommend?
HMRC posts the paper forms to me in Switzerland.

I post them back. Paper return deadline is 3 months before online and 6 months after end of tax year.
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  #25  
Old 15.05.2017, 17:46
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Re: How do you approach your UK taxes?

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Deals more with UK based companies that use inventive accountancy to pay less tax than they should..... apparently it's simply easier to go after the middle-sized 'cheats' than the big guys.

Not worth trying to do anything about it now, this year's forms are already done and so that only leaves (in theory) one or two more before I move back.
The big companies are not cheating, they are using & applying very complicated rules they did not write. Their tax advisors are more intelligent than HMRC staff so will always have the upper hand.
HMRC like to be able to frighten little people who can't afford £250k to go to court & win cases against them,
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  #26  
Old 15.05.2017, 19:31
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Re: How do you approach your UK taxes?

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The rules on residency do not change every year & are covered by the statutory definition of residence.

Most people are covered by the 3rd automatic overseas test

'Works full time abroad, and spends less than 91 days in the UK in the tax year, and less than 31 days where work in the UK for more than 3 hours.'
I meant what you have to fill in, last year, for example, I did not have to say how many days I had been in the UK since I moved, which I always had to have before.
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  #27  
Old 17.05.2017, 01:08
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Re: How do you approach your UK taxes?

Thanks all for the responses.

I've compared a number of tax accountants and the going rate seems to be about £500 give or take. The online services found on HMRC's website range from as low as £12.50 (!) to around £150.

As my taxes seem relatively straight forward I'm going to have a go at the online submission and pick one of the services that also has a tax advisor I can speak to and double check my return.

Does anyone have any UK tax tips on what deductions/allowances to look out for? My approach will be:

- ensure personal allowance for expats is deducted
- ensure voluntary pension contributions are deducted
- etc?

Thanks in advance
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  #28  
Old 17.05.2017, 01:12
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Re: How do you approach your UK taxes?

Do it online. Ignore all the warnings about it not being possible if you live abroad. If you delve into the details you'll discover it's only not possible in certain circumstances despite what the simple warnings may say.

I've been doing it online every year, Swiss address, not UK resident, and had no issues.
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  #29  
Old 17.05.2017, 01:37
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Re: How do you approach your UK taxes?

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Has anyone used any of these to recommend?
I bought the cheapest or one but cheapest 3 years ago. Beware that you need to buy the annual update. But very straight forward in general.
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  #30  
Old 17.05.2017, 08:29
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Re: How do you approach your UK taxes?

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Do it online. Ignore all the warnings about it not being possible if you live abroad. If you delve into the details you'll discover it's only not possible in certain circumstances despite what the simple warnings may say.

I've been doing it online every year, Swiss address, not UK resident, and had no issues.
Yes, I'm planning to do go this route. I just registered for an activation code to activate HMRC online services: https://online.hmrc.gov.uk/home. From reading up, it appears this is required so I can do the online submission to HMRC. Unfortunately the activation code comes in the post so I'll have to wait.

Has anyone used: https://www.123efiling.co.uk/ they appear on the HMRC website as one of the 3rd parties for individuals and they seem to have the best website, price and responsive support. £12.50 for the Self Assessment and another £50 to have a tax advisor review the return/answer questions before submission, but they seem to be the best route so far.
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  #31  
Old 17.05.2017, 09:56
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Re: How do you approach your UK taxes?

I used to have UK rental income and as a previous poster mentioned, it isn't (wasn't) possible to do the online filing through HMRC website for this part of the tax return. I used TaxCalc successfully for a couple of years and it was very straightforward, stepping through the various pages. You should also register on the HMRC website as this makes the payments/rebates very easy to handle. You do have to update/pay an annual licence fee for the software each year - around GBP20 if I recall correctly.

Eventually we sold the property - I then called HMRC and they asked a series of questions about our UK income which is now minimal, then said I didn't need to fill in a UK tax return any more (and confirmed it in writing).

Hope that helps,
Broon.
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  #32  
Old 17.05.2017, 11:40
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Re: How do you approach your UK taxes?

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From reading up, it appears this is required so I can do the online submission to HMRC. Unfortunately the activation code comes in the post so I'll have to wait.
Correct, but you have until Jan 2018 to file taxes online for Apr 2016-17.

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I used to have UK rental income and as a previous poster mentioned, it isn't (wasn't) possible to do the online filing through HMRC website for this part of the tax return.
It's been possible for the last 5 years, as that's what I've been doing; don't know before that.
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