Declaring UK pensions in France
For a UK NHS pension (non-government) or state pension, a P60 end-of- tax year form is not available. If tax relief at source is provided through the UK, there will be no need for an annual UK tax return and so no year-end UK tax calculation statement of income from HMRC. In this case, how should these UK pensions be submitted for French tax? C.D.
You are correct that these pensions are not declared in the UK and that no UK tax return should be submitted.
As to figures to use, several methods exist.
You can use either the amount received directly into a French bank account during the French tax year or the amount received into a UK bank account, converted into euros at the date of the banking.
You can also use an average exchange rate for the year for all the amounts received into a UK bank account. There is some tolerance with regard to calculation methods used.
In the case of sterling income, it is also possible to use annual statements issued around February by the organisation paying the state pension which detail the amounts to be paid monthly.
Note, the UK state pension is declared in France in line with the French tax year, which runs January to December and not April to March, as in the UK.
Reader's query answered byHugh MacDonald
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