I receive a pension from the Netherlands and the Pension Fund is withholding Dutch taxes, while I am also paying UK taxes on my pension. How can I get a refund?
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Tax Professional Answers
Based on the country in which you are a tax resident you can request a Dutch withholding tax refund. The treaty between the UK and the Netherlands changed recently and I received numerous request to file a withholding tax refunds for pensions which can be, based on the facts and circumstances, be solely taxed in the UK instead of the Netherlands. In order to be successful with filing the refund, the tax treaty needs to be analyzed taking your specific facts and circumstances into account. If you are indeed eligible for a refund, the paying agent would need to provide information in addition to having the HMRC issue you a residency certificate. This residency certificate states that you are a UK tax resident. In general it might also be possible that although Dutch tax is indeed due, Dutch social security premiums are not. This could allow for a sizable refund. Hope this helps.Leave a Comment 388 weeks ago