{"id":134163,"date":"2025-09-13T08:37:27","date_gmt":"2025-09-13T08:37:27","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/134163\/"},"modified":"2025-09-13T08:37:27","modified_gmt":"2025-09-13T08:37:27","slug":"state-pensioners-stung-with-3000-tax-bills-because-they-dont-own-key-document","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/134163\/","title":{"rendered":"State pensioners stung with \u00a33,000 tax bills because they don&#8217;t own key document"},"content":{"rendered":"<p>Expats living in France claim to have been hit with five- figure tax bills on their public sector pensions despite a legal exemption.<img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2025\/09\/0_pensioners3.jpg\" alt=\"Expats living in France claim to have been hit with five- figure tax bills on their public sector pensions despite a legal exemption.\" loading=\"eager\"  \/>Expats living in France claim to have been hit with five- figure tax bills on their public sector pensions despite a legal exemption.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">State pensioners have been suddenly hit with a \u00a33,000 tax bill &#8211; <a class=\"TextLink_text-link__dBSS0 TextLink_enabled__dJF3l\" href=\"https:\/\/www.birminghammail.co.uk\/news\/cost-of-living\/five-dwp-benefits-scrapped-vanish-32371496\" target=\"_self\" aria-label=\"\" tabindex=\"0\" rel=\"nofollow noopener\">despite a Treaty making them exempt<\/a>. Expats living in France claim to have been hit with five- figure tax bills on their public sector pensions despite a legal exemption.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">State pensioners living in the European Union holiday hotspot and expat haven claim they have been hit with five-figure tax bills on their public sector pensions despite longstanding laws which should shield them from French taxes.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\"><a class=\"TextLink_text-link__dBSS0 TextLink_enabled__dJF3l\" href=\"https:\/\/www.birminghammail.co.uk\/news\/cost-of-living\/five-dwp-benefits-scrapped-vanish-32371496\" target=\"_self\" aria-label=\"\" tabindex=\"0\" rel=\"nofollow noopener\">Those who say they are affected<\/a> are retired public servants in receipt of UK Government pensions, including teachers and police officers.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\"><a class=\"TextLink_text-link__dBSS0 TextLink_enabled__dJF3l\" href=\"https:\/\/www.birminghammail.co.uk\/news\/midlands-news\/uk-prescription-rule-change-means-32371493\" target=\"_self\" aria-label=\"\" tabindex=\"0\" rel=\"nofollow noopener\">READ MORE UK prescription rule change means households face \u00a3247 charge<\/a><\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">These pensions should only be taxable in Britain and shouldn&#8217;t be subject to French income tax and social charges under the UK-France Double Taxation Convention (DTC), which came into effect in 2010. A tax credit cancels out any liability in France, where they still have to be declared, according to the news outlet, <a class=\"TextLink_text-link__dBSS0 TextLink_enabled__dJF3l\" href=\"https:\/\/www.connexionfrance.com\/news\/uk-retirees-face-surprise-social-charge-bills-on-pensions-in-france\/741204\" target=\"_blank\" aria-label=\"The ConnexionLink opens in a new tab.\" tabindex=\"0\" rel=\"nofollow noopener\">The Connexion<\/a>.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">British retirees who receive a state pension can apply to the <a class=\"TextLink_text-link__dBSS0 TextLink_enabled__dJF3l\" href=\"https:\/\/www.birminghammail.co.uk\/all-about\/nhs\" target=\"\" aria-label=\"\" tabindex=\"0\" rel=\"nofollow noopener\">NHS<\/a> for an S1 form. This entitles them to state healthcare in France, which is paid for by the UK Government.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">Those who retire early, who have yet to reach the UK state pension age, don&#8217;t qualify for an S1. However, under the DTC public sector pensions have historically been exempt from French taxes.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">Retired police officer, Andy Pickwick, 60, moved to France with his wife in 2020. He told the same publication that he was told to pay for healthcare because he didn&#8217;t have an S1 form.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">Mr Pickwick said: &#8220;The tax office said you have to pay because you do not have form S1&#8230; I said we don\u2019t need it because they are government pensions, under the DTC\u2019s article 19. They think we\u2019re not paying for health cover anywhere.&#8221;<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">The former police officer, who retired aged 55, added: &#8220;My accountant\u2019s only advice was to take out private health cover. I\u2019m seriously considering selling our house and going back.&#8221;<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">French tax officials reportedly told Mr Pickwick his government pension was classed as a pre-retirement benefit, thus putting it beyond the scope of the double taxation rules.<\/p>\n<p class=\"Paragraph_paragraph-text__PVKlh \" data-tmdatatrack=\"content-unit\" data-tmdatatrack-type=\"paragraph\">Mark Taylor said he suffered quite a hit when he was billed \u20ac3,500 (\u00a33,020) in 2023. The retired police officer&#8217;s appeal succeeded, but he said it appeared people in other parts of France haven&#8217;t had their appeals upheld.<\/p>\n","protected":false},"excerpt":{"rendered":"Expats living in France claim to have been hit with five- figure tax bills on their public sector&hellip;\n","protected":false},"author":2,"featured_media":134164,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,2215,4176,4174,4175,56,54,55],"class_list":["post-134163","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-dwp","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/134163","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=134163"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/134163\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/134164"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=134163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=134163"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=134163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}