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Self Assessment requirement for retired couple

Do Irish couple need to submit a self assessment for Irish State Pension income?

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I have been asked whether or not a retired couple need to submit a self assessment tax return. They moved to the UK from Ireland a year ago and receive Irish State Pensions (plus a work pension for one of them). Does this income need to be declared on a self assessment return? Only one of them exceeds the personal allowance threshold.

Thanks in advance for any advice.

Replies (6)

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By sarahg
22nd Feb 2021 16:40

Have you read the double tax treaty?

Have you read the requirements to file a UK tax return?

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By jonharris999
22nd Feb 2021 17:08

Frustratingly for them, there isn't a one-size-fits-all answer to this question and they will need bespoke advice with knowledge of all their circumstances.

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By vinylnobbynobbs
23rd Feb 2021 11:03

Simply put on HMRC'S website, "do you have to pay tax on foreign income?". I have a client who receives UK state pension which exceeds her personal allowances and a small Irish pension of £2.500. HMRC insist that SA return be filed.

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By Michael Davies
23rd Feb 2021 11:23

FTN first ?

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Replying to Michael Davies:
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By vinylnobbynobbs
23rd Feb 2021 11:33

Michael Davies wrote:

FTN first ?


FTN ?
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By SteveHa
23rd Feb 2021 12:33

If HMRC have not sent a notice to file a Return, then the absolutely correct answer is "No".

However, you have asked the wrong question.

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