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FiscalPlace

Country file · GB

Potential · none

United Kingdom: is a withholding-tax claim worth filing?

Honest answer: usually, no. This country levies no withholding tax on ordinary dividends — so for most investors there is nothing to recover. The genuine exceptions, and the false alarms, are covered below.

No win, no fee · Pricing 100% public · FR / EN

Tax withheld€0
Treaty withholding€0
FR–GB tax treaty · 0%
Over-withholding to recover€0

Example for €10,000 of gross dividends, French tax resident: the entry is already settled — nothing to claim in the standard case. Indicative amounts — every claim is verified before filing.

Technical file

The numbers that matter

Both rates, the gap, the form and the time you have left: everything that decides whether a claim is worth opening.

0%

Statutory rate

withheld from non-residents by default

0%

Treaty rate

for a French resident

0 pts

Recoverable gap

nothing to claim in the standard case

4 years

Statute of limitations

from the end of the year of payment

Your deadline to act

To be confirmed

4 years

4 years as a general rule for overpayments, counted by UK tax year (which ends on 5 April, not 31 December).

Compute my exact deadline

The procedure in practice

Form
Competent authority
HM Revenue & Customs (HMRC)
Online filing
No
Relief at source
Yes

Relief at source prevents the over-withholding before it exists: the correct rate is applied at payment time. See the relief-at-source service

Data reviewed on 15 June 2026 · Indicative amounts — every claim is verified before filing.

Transparency

Why we won't sell you this claim

No withholding tax is levied on ordinary dividends: a recovery claim would simply have no object, and nobody should charge you to find that out. If a deduction does show up on your statement, it points to a specific situation (security type, actual distributing jurisdiction) that deserves a look — not a standard claim.

Specifics

What you should know about this country

  • The UK levies no withholding tax on ordinary dividends: if your broker withheld something on a standard UK share, that is an anomaly worth examining, not a given.
  • Notable exception: REIT Property Income Distributions bear 20%, often reducible to 15% by treaty.
  • Watch dual-listed securities too: a 'UK' stock may actually distribute from another jurisdiction.

Claim documents

The documents required

What we gather with you. Most of these can be requested online or produced from your brokerage statements.

  • No recovery file is needed for ordinary dividends: there is nothing to recover
  • For REIT distributions (PIDs): evidence of the 20% withholding and a certificate of residence

Unsure about your own case?

The simulator will give you the same honest answer as this page — and check the other countries in your portfolio while it's at it.

No win, no fee · Pricing 100% public · FR / EN