HB - The Legal Corner Magazine #Issue 2

The Autumn Statement announcement was very different from the mini-budget two months prior, it included:

A reduction of dividend allowance from £2,000 to £1,000 from April 2023, then down further to £500 from April 2024

An increase in the Energy Profits Levy (aka the ‘windfall tax’) from the existing 25% to 35%, taking effect from January 2023 until March 2028 and the introduction of a temporary levy on electricity generators of 45%.

An extension of the freeze of Inheritance tax Nil Rate Band and Residence Nil Rate Band (£325,000 and £175,000 respectively) from 2026 to 2028

From April 2023, the Research & Development deduction

for SMEs will drop from 130% to 86%, with the credit rate going down from 14.5% to 10%. For large companies the expenditure credit will be increased from 13% to 20%.

A freeze of income tax, NIC bands and the personal

allowance for a further two years. (These had already been frozen until April 2026, but they will now stay in place until 2028.) A reduction to the starting point of the newly-resurrected income tax additional rate from £150,000 to £125,140 from April 2023. (£125,140 is the point at which an individual will have completely lost their personal allowance, so the 40% marginal rate gap between £125,140 and £150,000 will be removed; having lost their personal allowance, an individual will move straight into the 45% band.)

VAT

VAT registration/deregistration thresholds frozen at £85,000 and £83,000 respectively until April 2026

Time limiting the new £250,000 SDLT 0% band for residential properties announced in the mini-budget, as well as the first-time buyers’ threshold which increased from £300,000 to £425,000, until 31 March 2025

The Capital Gains Tax (CGT) annual exemption reduced from £12,300 to £6,000 from April 2023, then to £3,000 from April 2024

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