Scrutton Bland Tax Card 23-24

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23 24 TAX RATES

Income Tax Rates and bands (other than savings and dividend income) 2023/24

2022/23

Band £

Rate % Band £

Rate %

0 - 37,700

20 0 - 37,700

20 40

37,701 - 125,140

40 37,701 - 150,000

Over 125,140 45 Income tax rates in Scotland and Wales on income other than savings and dividend income have been devolved. Savings income 2023/24 and 2022/23 Savings allowance basic rate £1,000 Savings allowance higher rate £500 A starting rate of 0% may be available unless taxable non-savings income exceeds £5,000. Dividend income 2023/24 2022/23 Dividend allowance £1,000 £2,000 Dividend ordinary rate 8.75% 8.75% Dividend upper rate 33.75% 33.75% Dividend additional rate 39.35% 39.35% Income Tax Reliefs 2023/24 2022/23 Personal allowance £12,570 £12,570 Personal allowance income limit £100,000 £100,000 Marriage allowance £1,260 £1,260 Married couple’s allowance £10,375 £9,415 - minimum amount £4,010 £3,640 - income limit £34,600 £31,400 Blind person’s allowance £2,870 £2,600 Individual Savings Accounts 2023/24 2022/23 Overall investment limit £20,000 £20,000 Junior account investment limit £9,000 £9,000 45 Over 150,000

Car, Van and Fuel Benefits 2023/24 CO 2 emissions g/km

% of list price taxed

0

2

1 - 50 Electric range 130 or more

2 5 8

70 - 129 40 - 69 30 - 39 under 30

12 14 15 +1

51 - 54

For every extra 5 160 and above

37 For fully diesel cars generally add a 4% supplement (unless the car is registered on or after 1 September 2017 and meets the Euro 6d emissions standard) but the maximum is still 37%. For emissions of 75g/km or more if the CO 2 figure does not end in a 5 or 0 round down to the nearest 5 or 0. 2023/24 Car fuel benefit £27,800 Van benefit £3,960 Van fuel benefit £757 Stamp Duty Land Tax Land and buildings in England and N. Ireland Residential rates may be increased by 3% where further residential properties are acquired. Residential Band £ Rate % Non-residential Band £ Rate % 0 - 250,000 0 0 - 150,000 0 250,001 - 925,000 5 150,001 - 250,000 2 925,001 - 1,500,000 10 Over 250,000 5 Over 1,500,000 12 First-Time Buyer relief may apply to residential purchases up to £625,000.

National Insurance 2023/24 Class 1 (employed) rates Employee

Employer

Earnings per week

% Earnings per week

% Nil

Up to £242

Nil

Up to £175

£242.01 - £967

12 Over £175

13.8

Over £967 2 Entitlement to contribution-based benefits for employees retained for earnings between £123 and £242 per week. The employer rate is 0% for certain military veterans, employees under 21 and apprentices under 25 on earnings up to £967 per week. Class 1A (employers) 13.8% on employee taxable benefits Class 1B (employers) 13.8% on PAYE Settlement Agreements Class 2 (self-employed) nil on profits between £6,725 and £12,570 plus £3.45 per week where profits over £12,570 Class 3 (voluntary) flat rate per week £17.45 Class 4 (self-employed) 9% on profits between £12,570 and £50,270 plus 2% on profits over £50,270 Capital Gains Tax Individuals 2023/24 2022/23 Exemption £6,000 £12,300 Standard rate 10% 10% Higher/additional rate 20% 20% Trusts Exemption £3,000 £6,150 Rate 20% 20% Higher rates (18/28%) may apply to the disposal of certain residential property and carried interest. Business Asset Disposal Relief The first £1m of qualifying gains are charged at 10%. Inheritance Tax

Chargeable transfers 2023/24 and 2022/23

Death rate Lifetime rate

Nil

Nil

0 - £325,000 (nil rate band)

40% Over £325,000 A further nil rate band of £175,000 may be available in relation to current or former residences. 20%

Corporation Tax Year to 31.3.24

Profits band £

Rate %

Small profits rate

0 - 50,000

19

Marginal rate

50,001 - 250,000

26.5

Main rate

Over 250,000

25

Marginal relief fraction 3/200 For the year to 31.3.23 the main rate of corporation tax was 19%. Special rules apply to accounting periods straddling 1 April 2023. For the year to 31.3.24 the profits limits are reduced for a company with associated companies. Different rates apply for ring-fenced (broadly oil industry) profit. Capital Allowances First Year Allowance (FYA) on certain plant, machinery and cars of 0g/km 100% Corporation tax FYA (‘full expensing’) on certain new, unused plant and machinery from 1 April 2023 100%

Corporation tax FYA on new, unused long-life assets, integral features of buildings, etc. from 1 April 2023 Annual Investment Allowance £1,000,000 excluding cars Writing Down Allowance Long-life assets, integral features of buildings, cars over 50g/km

50%

6%

18%

Other plant and machinery

3%

Structures and Buildings Allowance

Pensions

2023/24

2022/23

Lifetime Allowance (LA) limit

No LA charge £1,073,100

Annual Allowance limit

£60,000

£40,000 £4,000

Money Purchase Annual Allowance £10,000

Value Added Tax

From 1.4.23 From 1.4.22

Standard rate Reduced rate

20%

20%

5%

5%

Annual Registration Limit Annual Deregistration Limit

£85,000 £83,000

£85,000

£83,000 Disclaimer: Rates are for guidance only. No responsibility for loss occasioned by any person acting/ refraining from action as a result of this information can be accepted by the authors or firm.

Selected Rates

2023/24

2022/23

Weekly benefit

£

£

New State Pension Old State Pension

203.85 156.20

185.15

141.85 Statutory pay standard rates - average weekly earnings £123 (£123) or over Sick Pay 109.40 99.35 Maternity/Adoption Pay 172.48 156.66 Shared Parental Pay 172.48 156.66 Paternity Pay 172.48 156.66 National Living Wage and National Minimum Wage Age NLW 21-22 18-20 16-17 Apprentices From 1 April 2023 £10.42 £10.18 £7.49 £5.28 £5.28 Applies to apprentices under 19 or 19 and over in the first year of apprenticeship. NLW applies to those aged 23 and over. Tax Reliefs for Individuals 2023/24 Enterprise Investment Scheme (EIS) Relief on investments in certain unquoted trading companies up to £1m per annum (£2m for knowledge intensive companies): • Income tax relief at 30% • Capital gains exemption on disposal Unlimited amounts of capital gains from the disposal of other assets may be able to be deferred by making an EIS investment. Seed Enterprise Investment Scheme (SEIS) Relief on investments in certain unquoted trading companies up to £200,000* per annum: • Income tax relief at 50% • Capital gains exemption on disposal Capital gains from the disposal of other assets may be exempt up to £100,000* per annum by making an SEIS investment. Venture Capital Trusts (VCTs) Relief on investments in certain quoted companies up to £200,000 per annum: • Income tax relief at 30% • Capital gains exemption on disposal Dividends received from VCTs may be exempt from income tax. *Limits subject to Parliamentary approval.

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