Dual Taxation - Asked To Provide Residencia Fiscal Con Convenio?

You would need to request this from the Hacienda and then send it on to HMRC as requested. The Fiscal Residency Certificate also exists without ´Convenio´ but that is not always accepted. On the form to apply there´s a separate box to tick for ´Convenio´ and drop-down menu for countries to choose from.

How to apply for Certificate Fiscal Residency

You need to have submitted at least one tax return in Spain. If you have then they will issue a “Certificate of Fiscal Residence”. If not, then you will have to submit a return and pay the tax before Hacienda will issue the certificate. Once you have done that, then they will issue a certificate, and you can reclaim the tax paid in the UK, and ask HMRC to authorise your pension to be paid NT (no tax). The refund takes about 6-8 weeks, but there will be no problem in receiving it. You should submit your claim for a refund and NT on a Form Spain Individual

UK Certificate of residence

Double Taxation Treaty

Please note: The information provided is based upon our understanding of current legislation. It is not legal advice but is provided freely to enable you to be properly informed. We recommend that if you are considering taking action, you should seek professional advice.