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Posted 4 months ago by David Madeloff
Hello, I`m a UK citizen with long term residence in Austria (since 2009). I plan to retire next year. I know there is a double taxation agreement between UK & Austria. My question is will my state pension and my monthly (DB/DC) company pensions be taxed at source i.e UK. Thank you
Posted 3 months ago by HMRC Admin 32 Response
Hi,
Please have a look at article 17 of the UK / Austria tax treaty at the link below for your private pension.
UK/Austria Double Taxation Agreement
Your state pension will be taxable in Austria. To ensure that no tax is deducted from your UK pensions, once you have commenced receipt of them, please complete the DT individual form and send the signed form to the Austrian tax authorities. They will validate the forma and return it to you.  
You then send the validated form to HMRC BX9 1AS (the address in on the form).
Thank you.
Posted 3 months ago by David Madeloff
Hello, Thank you. In this case, the only time I would have to pay UK tax is when I receive house rental income from a UK property. In other words, Austria would not tax me in Austria, but recognize it as worldwide income for evaluatiuon? Regarding my DC/DB company pensions, According to the pension estimate calculations from both former U.K employers, I can receive a lump sum payment of 25% from my two individual pension pots "Tax Free". This is not taxable in Austria? Thank you

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