Save Inheritance Tax with Business Property Relief (BPR)

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Have you considered Business Property Relief (BPR) in your Inheritance Tax (IHT) planning? BPR allows you to claim IHT relief of either 50% or 100% on the value of your business or its assets, including qualifying shares. These can be passed on either while you’re alive, or as part of your Will. In this article,…

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Inheritance Tax (IHT) Receipts by HMRC Up 18% Since 2022

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HMRC has released data that Inheritance Tax (IHT) receipts have increased by 18% in January 2023, compared to the financial year prior – currently, receipts are at £5.9 billion, which is £900 million higher than last year. This increase has been driven by HMRC targeting high-value estates, the increase in house prices from 2020-2022, and…

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Annual Tax on Enveloped Dwellings (ATED): New Valuation Date

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Do you need to file a return for Annual Tax on Enveloped Dwellings (ATED) by 30th April? In line with legislation, companies must revalue their properties every five years, and this coming tax year (2023-24) is a revaluation period. So, you must use a new valuation date of 1st April 2022 (or the date of…

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New Associated Companies Rules

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HMRC recently released new guidance on the ‘associated companies’ test for determining applicable corporation tax rates and payment deadlines. This guidance is particularly relevant to businesses with multiple associated companies and larger businesses not expecting to pay the lower rate. The reintroduction of the small profits rate has also led to changes in the thresholds…

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Spring Budget 2023: tax rates and allowances

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Income tax rates: England, Wales & Northern Ireland(non-dividend income) (note 1) 2023/24 2022/23 0% starting rate for savings only Up to £5,000 Up to £5,000 20% basic rate tax £12,571-£50,270 £12,571- £50,270 40% higher rate tax £50,271-£125.140 £50,271- £150,000 45% additional rate tax Above £125,140 Above £150,000 Note 1: The Welsh Government has made a…

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Stamp Duty Land Tax (SDLT) 2023

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ENGLAND & NORTHERN IRELAND SDLT Residential properties: 23 September 2022 onwards Property value UK residents Non-UK residents   Only property Additional property Only property Additional property Up to £250,000 Nil 3%   2% 5% Next portion from £250,001 to £925,000  5% 8%   7% 10% Next portion from £925,001 to £1,500,000 10% 13% 12% 15%…

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A simple guide to the Spring Budget 2023

Simple Guide: Purple crocuses are growing in the snow, signaling the arrival of spring.

The headline message from the Chancellor The Chancellor highlighted, “In the autumn, we took difficult decisions to deliver stability and sound money… Today, we deliver the next part of our plan. A budget for growth… long-term, sustainable, healthy growth that pays for our NHS and schools, finds jobs for young people, and provides a safety…

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HMRC Investigates Airbnb Landlords with Short-Term Lettings

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HMRC is writing to landlords who may have undeclared income from short-term lets and holiday homes – with online platforms such as Airbnb and Booking.com now obliged to provide payment data to the government. The number of individuals with unreported income on second homes is believed to be around 700,000, about a third of landlords…

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Loan Trusts for Inheritance Tax Planning: Everything You Need to Know

A businessman signing a document for inheritance tax planning at a desk.

Inheritance tax is a concern for many individuals who are looking to pass on their assets to their loved ones. One way to minimise the impact of inheritance tax is through using trusts. Trusts are legal arrangements that allow an individual to transfer their assets to a separate legal entity, which a trustee manages for…

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HMRC Chases 4,300 Influencers and Content Creators Over Tax

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To keep up with the rapid expansion of the digital economy, HMRC is chasing thousands of influencers and content creators, including gamers and retailers, for taxes that haven’t been paid on income or gifts received online. This includes people who earn money in exchange for product promotion, as well as those who are paid by…

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