Application Form for Relief at Source on UK Pensions for Income Tax (income to be paid gross)

October 1, 2023
Russell Hammond

Russell Hammond

Chartered Financial Planner & Chartered Investment Adviser · FPFS FCSI

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If your residence is in a country that maintains a dual tax agreement with the UK (check for current Dual Taxation Agreements in place with the UK here: UK DTAs 2023), which provides exemption from UK Income Tax, you can you can use the ‘Form DT Individual’ to apply for tax relief at source (which will mean that your pension is paid gross with no income tax deducted by your pension provider) and also use the form to claim a repayment of UK Income Tax.

Check for the latest forms made available at the gov.uk website. Forms can be downloaded below (uploaded as at June 2023).

Form for Double Taxation Treaty Relief on UK Pensions: DT-Individual

Specific forms for:

Switzerland

Ireland

Netherlands

France

Spain

Sweden

Germany

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Russell Hammond

Russell Hammond FPFS FCSI

Chartered Financial Planner & Chartered Investment Adviser

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