Preparing for Your 2023/24 Tax Return

A close up of a calendar with numbers on it, which is used for tax return preparation.

As the new tax year has commenced, we at Mercian Accountants would like to offer you some advice on managing your self-assessment tax returns. By staying informed of the upcoming tax deadlines and understanding the nuances of the process, you can be better prepared for your tax responsibilities and avoid any last-minute stress. When to…

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Guide to Self-Assessment tax returns

A hand holding a calculator and a piece of paper, guiding through tax returns.

Welcome to Mercian Accountants’ comprehensive guide to Self-Assessment tax returns in the United Kingdom. Navigating the complexities of the UK tax system can be challenging, but our team of experienced accountants is here to help you through every step. Self-Assessment is an essential aspect of the UK tax system that requires individuals with more complex…

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IR35: Gary Lineker Wins Case Against HMRC Over £4.9m Tax Bill

The red stadium.

Fresh from his win against the BBC over his tweeting activity, Linker makes it a double (for now) with a win against HMRC. HMRC has suffered another setback in its enforcement of IR35 rules with the recent defeat in the case against Gary Lineker. The former footballer and sports broadcaster was accused of underpaying tax…

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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

A group of people standing in a cloud, following specific rules set by associated companies.

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

The iconic Big Ben clock tower in London stands tall, representing the timeless charm of the city.

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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