you can get all your taxes back

[Gary_UK 17]

just in case you didnt know , if you were working this year you are entitled to claim all your tax back. I dont think alot of folk know about it, but i'm just gonna put the link here. The form is P85, you need your p45 ( maybe p60) to send with it . you may not get your tax back while you are here, but when I rang them they said they will forward it on, and/or pay it directly into your uk bank account.

this is an expensive process, and ( arrrrrrrrgh , i'm gonna say this) every little helps!!!!

http://www.hmrc.gov.uk/cnr/r_and_d.htm <<<<<<< this is for information about the process

and this is the actual form >>>>>>>>>>>>>>>>> http://www.hmrc.gov.uk/cnr/p85.pdf

( no I dont work for Tesco!)

I had no idea that this form even existed !

Just out of curiosity.. how much tax do you get back and from when does it start ? I am guessing it is going to be the april of that year or do they refund a year from the date you leave the country. ?

This could be quite handy. Although I am wondering as I am not planning on taking up US citizenship for a while that by doing this would prevent me from

getting any kind of medical or health cover if i visit my folks while in the UK at any stage in the future ?

[TayRivers 4]

just in case you didnt know , if you were working this year you are entitled to claim all your tax back. I dont think alot of folk know about it, but i'm just gonna put the link here. The form is P85, you need your p45 ( maybe p60) to send with it . you may not get your tax back while you are here, but when I rang them they said they will forward it on, and/or pay it directly into your uk bank account.

this is an expensive process, and ( arrrrrrrrgh , i'm gonna say this) every little helps!!!!

http://www.hmrc.gov.uk/cnr/r_and_d.htm <<<<<<< this is for information about the process

and this is the actual form >>>>>>>>>>>>>>>>> http://www.hmrc.gov.uk/cnr/p85.pdf

( no I dont work for Tesco!)

I had no idea that this form even existed !

Just out of curiosity.. how much tax do you get back and from when does it start ? I am guessing it is going to be the april of that year or do they refund a year from the date you leave the country. ?

This could be quite handy. Although I am wondering as I am not planning on taking up US citizenship for a while that by doing this would prevent me from

getting any kind of medical or health cover if i visit my folks while in the UK at any stage in the future ?

I left the UK in Feb 2005 and I filed the P-85. I Got back just over 1/2 of the tax I had paid for the Tax year April 2004 - April 2005.

Once you leave the UK on a permenant basis, ie you are no longer resident in the UK, you are no longer entitled to medical care under the NHS. You would be given emergency care at a ER but that would be it, you would not be coverd for hospital inpatient care, Treatment or perscription drugs.. You will need to make sure you have medical insurance to cover you while you visit the UK.

The days of just going back to the UK for free medical care are long gone. You would only become entitled to NHS care if you were to move back to the UK and again become a resident. Filing the P-85 is telling the UK government that you are leaving the country on a permenant basis and you want to claim back any overpaid taxes. The P-85 also informs The Department of Work and Pensions that you have left the UK.

All of this is effective from when you leave the UK not when or if you become a Citizen of another country.

http://www.dh.gov.uk/en/Healthcare/Entitle...sable/DH_074379

Hospital treatment is free to people who live lawfully in the United Kingdom (UK). If you do not normally live here and you do not meet one of the exemptions from charges then you will have to pay for treatment you might need. This is regardless of whether you are a British citizen or have lived or worked here in the past or have been issued with an HC2 certificate

[paul1979 0]

I had no idea that this form even existed !

Just out of curiosity.. how much tax do you get back and from when does it start ? I am guessing it is going to be the april of that year or do they refund a year from the date you leave the country. ?

The tax year runs from 6th April to 5th April. To try and give a rough guide on how to workout any rebate you're due using 2009 allowances:

1. UK allowances are 0% tax from 0GBP to 6475GBP, then 20% tax from 6,475GBP to 43,875GBP. It is 40% above this.

2. You are taxed on your expected annual income, so if you earn 25,000 GBP per year you'd be expected to pay 3,705 in income tax for the year (25,000 - 6,475 = 18,525 * 20% = 3,705).

3. Therefore your gross monthly salary would be 2,083 and your monthly tax would be 308.75.

4. However if you don't work the full year you will overpay on your taxes. For example, if you only worked April and May you'd earn gross salary of 4,166 and pay 617.50 in tax. This is below your allowance and you are due a tax rebate of all tax you paid (as 4,166 is less than the personal allowance of 6,475).

5. Another example, you work from April to September (so 6 months). You'd earn 12,500 and pay tax of 1,852.50. If you're earning no more income in the UK you'd be due a rebate of 647.50. This is calculated by how much tax you should have paid if 12,500 was your annual salary and the difference between this and the tax actually paid. You should have paid 12,500 - 6,475 = 6,025 * 20% = 1,205. You paid 1,852.50 so would be due a rebate of 1,852.50 - 1,205 = 647.50.

6. When you have finished your job you can file form P85 with your P45 and HMRC will do the rest. I had mine paid directly into my UK bank account and it took 5 weeks from when I posted the form.

Hope that all makes sense!!

[aoifee 0]

WOW!! That's excellent news!

Thanks primaandjay - I would never have even considered looking into a tax rebate.

Aoife.

[NotworkSte 19]

Primahen, thanks for posting this, I just came across it, I had no idea this could be done.

One of my colleagues just got an L1 and is moving over to our Corp HQ. He's had never heard of this either until I found it here.

[flutter95 4]

I filed mine three years ago but they never returned my money - they sent a follow up letter and yes we are working on it but never got the return!

[Gary_UK 17]

hi paul1979 thanks for the numerical reply. that has answered the question nicely

Just as an off topic here. (and i think i will need to talk with a money man about this too ) but I guess there is also the question about state pensions. I know that a friend of a friend works 99.9% of his time outside the UK and therefore pays no UK taxes but still pays into the UK govt a "contribution" to keep his state pension ticking over. He is not yet of pensionable age. But It sounds like a good idea for those of us who didn't opt into a private pension scheme for whatever reason.

As I said I need to do some research on this and hope to post something here when i know more.

[TayRivers 4]

hi paul1979 thanks for the numerical reply. that has answered the question nicely

Just as an off topic here. (and i think i will need to talk with a money man about this too ) but I guess there is also the question about state pensions. I know that a friend of a friend works 99.9% of his time outside the UK and therefore pays no UK taxes but still pays into the UK govt a "contribution" to keep his state pension ticking over. He is not yet of pensionable age. But It sounds like a good idea for those of us who didn't opt into a private pension scheme for whatever reason.

As I said I need to do some research on this and hope to post something here when i know more.

It called Class 3Voluntary Contribution, and yes you can continue to pay into your State Pension, You first need to send for a pensions forecast and on that forecast it will tell you how many years you have paid towards your pension and how many more you need to pay to get a full State Pension. Then you need to complete the form that is available on-line and select the method and frequency of your payment and then mail it to the Overseas Pension center they then contact you and the payments start.

More info can be found here http://www.hmrc.gov.uk/nic/class3.htm

I have been doing this for the last 4 years as I will reach retirement age in less than 20 years I wanted to protect the money I have already paid into the system.

For anyone over 40 this is a good idea.

[MissusM09 1]

hi paul1979 thanks for the numerical reply. that has answered the question nicely

Just as an off topic here. (and i think i will need to talk with a money man about this too ) but I guess there is also the question about state pensions. I know that a friend of a friend works 99.9% of his time outside the UK and therefore pays no UK taxes but still pays into the UK govt a "contribution" to keep his state pension ticking over. He is not yet of pensionable age. But It sounds like a good idea for those of us who didn't opt into a private pension scheme for whatever reason.

As I said I need to do some research on this and hope to post something here when i know more.

It called Class 3Voluntary Contribution, and yes you can continue to pay into your State Pension, You first need to send for a pensions forecast and on that forecast it will tell you how many years you have paid towards your pension and how many more you need to pay to get a full State Pension. Then you need to complete the form that is available on-line and select the method and frequency of your payment and then mail it to the Overseas Pension center they then contact you and the payments start.

More info can be found here http://www.hmrc.gov.uk/nic/class3.htm

I have been doing this for the last 4 years as I will reach retirement age in less than 20 years I wanted to protect the money I have already paid into the system.

For anyone over 40 this is a good idea.

can you do the same for national insurance contributions: continue to pay so you can use the NHS???

[elmcitymaven 9,711]

No, you cannot pay contributions to retain eligibility to use the NHS. Once you have abandoned UK residency, you can no longer avail yourself of the NHS unless it is an emergency that occurs while you happen to be visiting the UK. If you visit the UK with the intention of being a health tourist, you will need to pay for the treatment you receive.

[English Muffin 59]

No, you cannot pay contributions to retain eligibility to use the NHS. Once you have abandoned UK residency, you can no longer avail yourself of the NHS unless it is an emergency that occurs while you happen to be visiting the UK. If you visit the UK with the intention of being a health tourist, you will need to pay for the treatment you receive.

Absolutely right. :yes:

[Lioncub4 4]

Claiming tax back for the financial year you move abroad is something which some people haven't thought about - you get so wrapped up in the whole USCIS procedure that this can be an oversight! I actually phoned my local tax office and explained I am moving to the states to be with my fiancee. The chap was very helpful with all my questions - but he has left me somewhat confused!

He said you can apply for a rebate with the P85 BEFORE you leave for your new country. However, the P85 asks for your travel dates. This contradicts what he said as once you have the visa in hand, the vast majority of people would be travelling within a couple of weeks. Therefore the tax return would be paid AFTER you arrive in your new country! So, can you apply with the P85 prior to moving? This would be much better in terms of cashing any cheque in my UK bank.

Any input would be welcomed. Thanks.

[TayRivers 4]

Claiming tax back for the financial year you move abroad is something which some people haven't thought about - you get so wrapped up in the whole USCIS procedure that this can be an oversight! I actually phoned my local tax office and explained I am moving to the states to be with my fiancee. The chap was very helpful with all my questions - but he has left me somewhat confused!

He said you can apply for a rebate with the P85 BEFORE you leave for your new country. However, the P85 asks for your travel dates. This contradicts what he said as once you have the visa in hand, the vast majority of people would be travelling within a couple of weeks. Therefore the tax return would be paid AFTER you arrive in your new country! So, can you apply with the P85 prior to moving? This would be much better in terms of cashing any cheque in my UK bank.

Any input would be welcomed. Thanks.

I applied for mine before I left the UK but they will not pay it out until after the date you say you are leaving. It took about 6 weeks to be processed and they sent my check to me here in the US. I had no issues paying it into my US bank account, it was cashed within 3 days.

[Lioncub4 4]

I applied for mine before I left the UK but they will not pay it out until after the date you say you are leaving. It took about 6 weeks to be processed and they sent my check to me here in the US. I had no issues paying it into my US bank account, it was cashed within 3 days.

Thanks for the quick response TayRivers! I thought that might of been the case. Ah well - guess I just need to pay the fees the bank charge for cashing a check in pounds!

[perfect 39]

ok - I thought about doing this as I left 6 months into a tax year but I never got a P45. So what do I do? I guess it went to my old address and never got forwarded!