104. NT Tax Code Rejections: Why HMRC Is Making Pension Relief Harder for Expats

Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad · Oct 1, 2026 · 38m

For British expats in America drawing income from a UK pension, the NT tax code has long been a straightforward, if slow, way to avoid being taxed at source in the UK on income that should only be taxable in the US. But something appears to be changing at HMRC, and what was once a simple administrative process is becoming unpredictable, inconsistent, and in some cases, actively obstructed.

In this From the Trenches episode of Expat Wealth, Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, and business partner James Boyle share three real client cases that have…