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Non-US Investing • UK Temporary non-residence: tax on interest/dividends

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Hi all
I have just realized that the UK charges CGT even while I am a non-resident if I go back there. quite interesting.

So, I have been UK tax resident for 4 years out the 7 before UK departure, I am UK non-resident now, and I might go back within 5 years. If I do that, I will be temporary non-resident so will pay capital gains tax on any capital gain, be it from foreign or UK source, just like I was a UK tax resident (and assuming I bought the assets before I left the UK, which I did). Sure, no problem!

Now, I was reading here: https://www.gov.uk/government/publicati ... s-tax-2024

And at the very end it says that 'offshore income gains' are also taxable. Then I look for the definition of offshore fund and ETFs (reporting or not) are included in the definition of 'offshore funds' => https://www.gov.uk/hmrc-internal-manual ... s/ifm12282

Am I understanding correctly then that all the interests/dividends from Ireland UCITS ETF I have held during the period of temporary non-residence are taxable in the UK in the year I return, so long that the year I return is within 5 years of my departure?

I find this more surprising than the CGT, hence I am asking.

(let's ignore double treaty for the sake of this)

Statistics: Posted by jg12345 — Thu Jun 20, 2024 4:59 pm — Replies 0 — Views 60



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