Tax Rates and Allowances

Red Parrot Accounting will work closely with you to ensure that you are in compliance with all tax laws and regulations.

Plant and Machinery

01.

Annual Investment Allowance (AIA)

Category

Limit (£)

Notes

Companies

1,000,000

100% write-off for most plant and machinery (not cars)

Sole traders/partnerships

1,000,000

100% write-off for most plant and machinery (not cars)

02.

Writing Down Allowances (WDA)

Category

Annual Rate

Notes

Main rate pool

18%

Applies to most plant and machinery

Special rate pool

6%

Applies to certain plant and machinery

03.

Structures and Buildings Allowance

Category

Rate

Notes

Structures and Buildings

3%

Applies to qualifying investments in non-residential structures/buildings

04.

First Year Allowance (FYA)

Category

Rate

Notes

Energy-efficient plant and cars

100%

Applies to certain energy-efficient plant and cars (0 g/km emissions for cars purchased before 1 April 2025)

Corporation tax FYA (full expensing)

100%

For new, unused plant and machinery from 1 April 2023

Corporation tax FYA (long-life assets, etc.)

50%

For new, unused long-life assets, integral features, etc., from 1 April 2023

05.

Cars

Category

Rate

Notes

AIA availability for cars

Not available

AIA is not available for cars

Cars acquired from April 2021

  

0 g/km emissions

100% FYA (Main rate)

For new purchases

≤ 50 g/km emissions

18% WDA (Main rate)

For new purchases

> 50 g/km emissions

6% WDA (Special rate)

For new purchases

Capital Gain Tax (CGT)

01.

Exemption Amounts

Category

2024/25 (until 29/10/24)

2024/25 (from 30/10/24)

Individuals

£3,000

£3,000

Trusts

£1,500

£1,500

02.

Tax Rates for Individuals

Category

2024/25 (until 29/10/24)

2024/25 (from 30/10/24)

Standard rate

10%

18%

Higher rate

20%

24%

  • Higher rate applies to higher rate and additional rate taxpayers.
  • Gains on residential property: Before 30 October 2024, higher rates of 18% and 24% may apply.

03.

Tax Rates for Trusts

Category

2024/25 (until 29/10/24)

2024/25 (from 30/10/24)

Exemption

£1,500

£1,500

Rate

20%

24%

04.

Additional Reliefs

  • Investors’ Relief: 10% on the first £10m of qualifying gains.
  • Entrepreneurs’ Relief: 10% on the first £1 million of qualifying gains.

Note: Companies do not have an annual exempt amount and pay corporation tax on capital gains.

Child Benefit

01.

Eligibility

  • Child Benefit is received by the person responsible for a child under 16, or under 19 if they are in education or training.
  • Tax Charge applies if the person (or their spouse/partner) has an adjusted net income:
    • Above £60,000: The person with the highest income must pay some of the Child Benefit as a tax charge.
    • Above £80,000: The tax charge equals the Child Benefit received.

02.

Rates (2024/25)

Child

Weekly Rate (£)

Eldest / Only Child

£25.60

Other Children

£16.95

Corporation tax

01.

Financial Year Structure

  • A Financial Year runs from 1 April to the following 31 March.
  • If a company’s accounting period spans 31 March, profits are apportioned to each Financial Year on a time basis.

02.

Rates for Year to 31.3.25

Profits Band (£)

Rate (%)

Small profits rate

0 – 50,000

Marginal rate

50,001 – 250,000

Main rate

Over 250,000

03.

Marginal Relief Fraction

  • Fraction: 3/200

04.

Northern Ireland Corporation Tax

  • The Northern Ireland Executive plans to set the corporation tax rate at 12.5%, contingent on demonstrating financial sustainability.

Income tax

01.

Income Tax Rates (2024/25)

Type

Band of Taxable Income (£)

Rate (%)

Rate for Dividends (%)

Basic rate

0 – 37,700

20%

8.75%

Higher rate

37,701 – 125,140

40%

33.75%

Additional rate

Over 125,140

45%

39.35%

02.

Scottish Residents (Non-savings and Non-dividend Income)

Type

Band of Taxable Income (£)

Rate (%)

Starter rate

0 – 2,306

19%

Basic rate

2,307 – 13,991

20%

Intermediate rate

13,992 – 31,092

21%

Higher rate

31,093 – 62,430

42%

Advanced rate

62,431 – 125,140

45%

Top rate

Over 125,140

48%

03.

Welsh Residents (Non-savings and Non-dividend Income)

Band of Taxable Income (£)

UK Rate (%)

Welsh Rate (%)

Overall Rate (%)

0 – 37,700

10%

10%

20%

37,701 – 125,140

30%

10%

40%

Over 125,140

35%

10%

45%

04.

Savings Allowance

Band of Taxpayer

Amount (£)

Rate (%)

Basic rate

1,000

0%

Higher rate

500

0%

Additional rate

0

N/A

05.

Dividend Allowance

Band of Taxpayer

Amount (£)

Rate (%)

All

500

0%

Personal Allowance

01.

Personal Allowance

Allowance

2024/25 (£)

2023/24 (£)

Personal allowance

12,570

12,570

Marriage allowance

1,260

1,260

Blind person’s allowance

3,070

2,870

02.

Married Couple's Allowance (for individuals born before 6 April 1935)

Reduction in Tax Bill

2024/25 (£)

2023/24 (£)

Maximum

1,108.00

1,037.50

Minimum

428.00

401.00

Age allowance income limit

37,000

34,600

  • The married couple’s allowance is reduced by £1 for every £2 of adjusted net income above the age allowance income limit.

03.

Marriage Allowance

  • 10% of the personal allowance may be transferable between certain spouses where neither pays tax above the basic rate.
  • The Marriage allowance is not available to couples entitled to the Married Couple’s allowance.
  •  

Individual Savings Accounts (ISAs)

01.

Tax Benefits

  • Income from ISA investments is exempt from income tax.
  • Capital gains from investments held in an ISA are exempt from capital gains tax.

02.

ISA Types and Limits

ISA Type

Annual Investment Limit (2023/24)

Annual Investment Limit (2022/23)

Overall ISA Limit

£20,000

£20,000

Junior ISA

£9,000

£9,000

Help to Buy ISA

£200 per month

£200 per month

Lifetime ISA

£4,000

£4,000

03.

Types of ISAs

  • Cash ISA, Stocks and Shares ISA, and Innovative Finance ISA: Can be invested in subject to the annual investment limit.
  • Lifetime ISA:
    • Available to individuals aged 18 to 40.
    • Annual limit: £4,000.
    • Government provides a 25% bonus (up to £1,000 per year).
    • Funds can be used to buy a first home or saved until age 60 for tax-free access.
    • Penalties apply for withdrawals in other circumstances.
  • Help to Buy ISA:
    • Government bonus: £50 for every £200 saved, up to a maximum bonus of £3,000 on £12,000 of savings.
    • Closed to new savers on 30 November 2019; existing holders can save until 30 November 2029 and claim the bonus until 1 December 2030.

04.

ISA Transfers

  • Investors can transfer investments from one ISA type to another.

Inheritance Tax (IHT)

01.

Thresholds

  • Standard Nil Rate Band: £325,000.
  • Residence Nil Rate Band (for current or former residences): £175,000.

02.

Rates

Rate

Rate (%)

Lifetime Rate

20%

Death Rate

40%

Death Rate (if sufficient charitable legacies made)

36%

03.

Exemptions and Reliefs for Lifetime Gifts

  • Annual Exemption: £3,000.
  • Small Gifts Exemption: £250 per person.
  • Marriage/Civil Partnership Exemption:
    • Parent: £5,000.
    • Grandparent: £2,500.
    • Other spouse/civil partner: £2,500.
    • Other: £1,000.

04.

Relief for Lifetime Gifts Within Seven Years of Death

Years Before Death

% of Death Charge

0 – 3

100%

3 – 4

80%

4 – 5

60%

5 – 6

40%

6 – 7

20%

05.

Other Key Points

  • Lifetime and death transfers between UK-domiciled spouses are exempt from IHT.
  • The IHT threshold on death may increase for surviving spouses if the nil rate band was not fully used.
  • Reliefs are available for certain business and farming assets, reducing their value for IHT purposes.
  • Lifetime gifts may be subject to IHT if made within seven years of death.
  • Transfers of assets into trust may be subject to an immediate charge at lifetime rates.

Minimum Wage

01.

From 1 April 2024

Age Group

Rate (£)

National Living Wage (NLW) – 21+

£11.44

18-20

£8.60

16-17

£6.40

Apprentice

£6.40

02.

From 1 April 2023

Age Group

Rate (£)

National Living Wage (NLW) – 21+

£10.42

21-22

£10.18

18-20

£7.49

16-17

£5.28

Apprentice

£5.28

03.

Key Points

  • National Minimum Wage applies to employees up to age 20 (22 before 1 April 2024).
  • National Living Wage (NLW) applies to employees 21 and over (23 and over before 1 April 2024).
  • The Apprentice rate applies to apprentices under 19 or 19 and over in their first year of apprenticeship.
  • Penalties may apply to employers who fail to meet these minimum wage rates.

National Insurance

01.

Class 1 NIC (Employees)

2024/25:

Earnings per week

Rate (%)

Up to £242

Nil

£242.01 – £967

8

Over £967

2

  • Entitlement to state pension and contribution-based benefits is retained for earnings between £123 and £242 per week.

2023/24 (From 6/1/24):

Earnings per week

Rate (%)

Up to £242

Nil

£242.01 – £967

10

Over £967

2

2023/24 (To 5/1/24):

Earnings per week

Rate (%)

Up to £242

Nil

£242.01 – £967

12

Over £967

2

02.

Class 1 NIC (Employers)

2024/25:

Earnings per week

Rate (%)

Up to £175

Nil

Over £175

13.80

2023/24:

Earnings per week

Rate (%)

Up to £175

Nil

Over £175

13.80

Other NIC Payable by Employers

  • Class 1A: 13.8% on taxable benefits provided to employees and certain taxable termination and sporting testimonial payments exceeding £30,000.
  • Class 1B: 13.8% on taxable PAYE Settlement Agreements.

03.

Class 2 NIC (Self-employed)

2024/25:

Class 2 NIC

Amount (£)

Flat rate

£3.45 per week

Small Profits Threshold (annual)

£6,725

2023/24:

Class 2 NIC

Amount (£)

Flat rate

£3.45 per week

Small Profits Threshold (annual)

£6,725

Lower Profits Limit (annual)

£12,570

04.

Class 4 NIC (Self-employed)

2024/25:

Annual profits

Rate (%)

Up to £12,570

Nil

£12,570.01 – £50,270

6

Over £50,270

2

2023/24:

Annual profits

Rate (%)

Up to £12,570

Nil

£12,570.01 – £50,270

9

Over £50,270

2

05.

Class 3 NIC (Voluntary Contributions)

  • Flat rate per week: £17.45
  • Used to fill or avoid gaps in National Insurance record to get a full State Pension (35 years, or 30 years if State Pension age is before 6 April 2016).

06.

Note

Class 2 NIC will no longer be required from 6 April 2024, but voluntary contributions can still be made.

Pension

01.

Tax Relief on Pension Contributions

Contribution Type

Amount

Details

Personal Contributions

£3,600 (gross) or 100% of relevant earnings

Tax relief available for the higher amount

Contribution Limit

£60,000

Contributions over £60,000 may be subject to income tax

Money Purchase Limit

£10,000

Limit reduced to £10,000 once money purchase pensions are accessed

Carry Forward

3 years

Unused allowance may be carried forward for up to 3 years

Tapered Annual Allowance

£260,000

For income above £260,000, the annual allowance is reduced by £1 for every £2 of income, down to a minimum of £10,000

Employer Contributions

Wholly and Exclusively for Business

Employers may spread large contributions over several years for tax relief

02.

Pensions Automatic Enrolment

Type

2024/25 (£)

2023/24 (£)

Details

Automatic Enrolment Earnings Trigger

10,000

10,000

Minimum earnings to trigger auto enrolment

Qualifying Earnings Band – Lower Limit

6,240

6,240

Lower threshold for qualifying earnings

Qualifying Earnings Band – Upper Limit

50,270

50,270

Upper threshold for qualifying earnings

Employer Minimum Contribution

3%

3%

Employer minimum contribution on qualifying earnings

Total Minimum Contribution

8%

8%

Total minimum contribution (employer + employee)

03.

State Pensions

State Pension Type

2024/25 (£)

2023/24 (£)

Details

Basic State Pension

169.50

156.20

Paid to those who have made sufficient NI contributions/credits

New State Pension

221.20

203.85

For those with 35 qualifying years of contributions/credits

Stamp Duty and Land Tax

01.

Stamp Duty on Shares

Transaction Type

Tax/Rate

Details

Electronic Purchase

0.5%

Stamp Duty Reserve Tax (SDRT)

Share Purchase (via Stock Transfer Form)

0.5%

If transaction exceeds £1,000

02.

Stamp Duty Land Tax (SDLT) for Residential Property

Consideration (£)

Rate (%)

0 – 250,000

0

250,001 – 925,000

5

925,001 – 1,500,000

10

1,500,001 and above

12

Additional rates:

  • An extra 3% applies to further residential properties purchased before 30 October 2024.
  • An extra 5% applies to further residential properties purchased after 30 October 2024.

03.

First-time Buyer Relief (Residential Property)

Consideration (£)

Rate (%)

0 – 425,000

0

425,001 – 625,000

5

Over 625,000

Normal rates apply

04.

Stamp Duty Land Tax for Non-Residential Property

Consideration (£)

Rate (%)

0 – 150,000

0

150,001 – 250,000

2

Over 250,000

5

05.

Land and Buildings Transaction Tax (LBTT) for Residential Property (Scotland)

Consideration (£)

Rate (%)

0 – 145,000

0

145,001 – 250,000

2

250,001 – 325,000

5

325,001 – 750,000

10

750,001 and above

12

Additional rates:

  • Residential property rates may increase by 6% until 5 December 2024 and by 8% after that date.
  • First-time Buyer Relief raises the zero-rate tax threshold to £175,000.

06.

LBTT for Non-Residential Property (Scotland)

Consideration (£)

Rate (%)

0 – 150,000

0

150,001 – 250,000

1

Over 250,000

5

07.

Land Transaction Tax (LTT) for Residential Property (Wales)

Consideration (£)

Rate (%)

0 – 225,000

0

225,001 – 400,000

6

400,001 – 750,000

7.5

750,001 – 1,500,000

10

1,500,000 and above

12

Additional rates:

  • Higher rates may apply for further residential properties purchased.

08.

Higher Residential Tax Rates (Wales, Applies from 11 December 2024)

Consideration (£)

Rate (%)

0 – 180,000

5

180,001 – 250,000

8.5

250,001 – 400,000

10

400,001 – 750,000

12.5

750,001 – 1,500,000

15

1,500,000 and above

17

09.

LTT for Non-Residential Property (Wales)

Consideration (£)

Rate (%)

0 – 225,000

0

225,001 – 250,000

1

250,001 – 1,000,000

5

Over 1,000,000

6

Statutory Pay

01.

Statutory Sick Pay (SSP)

Type

Max Payment Period

Amount (£)

Statutory Sick Pay (SSP)

Up to 28 weeks

116.75 (2024/25)

  

109.40 (2023/24)

Note: Statutory Sick Pay is payable for employees who are too ill to work.

02.

Statutory Maternity Pay (SMP)

Type

Max Payment Period

Amount (£)

Statutory Maternity Pay

First 6 weeks

90% of weekly earnings

 

Next 33 weeks

184.03 (2024/25)

  

172.48 (2023/24)

Note: Statutory Maternity Pay is for employees taking time off to have a baby, payable for up to 39 weeks.

03.

Statutory Paternity Pay (SPP)

Type

Max Payment Period

Amount (£)

Statutory Paternity Pay

2 weeks

184.03 (2024/25)

  

172.48 (2023/24)

Note: Statutory Paternity Pay is for employees taking time off during their partner’s Statutory Maternity Pay period.

04.

Shared Parental Pay (ShPP)

Type

Max Payment Period

Amount (£)

Shared Parental Pay

Up to 37 weeks

184.03 (2024/25)

  

172.48 (2023/24)

Note: Shared Parental Pay is for employees taking time off following the curtailment of the period of SMP by the mother.

05.

Statutory Adoption Pay (SAP)

Type

Max Payment Period

Amount (£)

Statutory Adoption Pay

First 6 weeks

90% of weekly earnings

 

Next 33 weeks

184.03 (2024/25)

  

172.48 (2023/24)

Note: Statutory Adoption Pay is for employees taking time off when adopting a child, payable for up to 39 weeks.

06.

Statutory Parental Bereavement Pay

Type

Max Payment Period

Amount (£)

Statutory Parental Bereavement Pay

2 weeks

184.03 (2024/25)

  

172.48 (2023/24)

Note: Statutory Parental Bereavement Pay is for parents taking time off following the death of a child or a stillbirth, payable for up to 2 weeks.

07.

Payment Conditions and Eligibility

  • Employees must have average weekly earnings at or above the Lower Earnings Limit to qualify for statutory payments.
  • In some cases, statutory payments may be paid at 90% of weekly earnings (where this is lower than the standard rate).

Tax Relief for Individual

01.

Enterprise Investment Scheme (EIS)

Type

Details

Maximum Investment

£1,000,000 per annum; £2,000,000 for knowledge-intensive companies

Income Tax Relief

30% of the investment value

Capital Gains Tax (CGT) Relief

Exempt on disposal if held for 3 years

Deferral of CGT

Capital gains from other assets may be deferred if invested in EIS

Note: The EIS helps individuals invest in new, unquoted trading companies, providing significant tax reliefs to encourage investment.

02.

Seed Enterprise Investment Scheme (SEIS)

Type

Details

Maximum Investment

£200,000 per annum (subject to Parliamentary approval)

Income Tax Relief

50% of the investment value

CGT Relief

Exempt on disposal if held for 3 years

Capital Gains Exemption

Capital gains up to £100,000 may be exempt if invested in SEIS

Note: SEIS is a junior version of the EIS, targeting investment in very early-stage companies.

03.

Social Investment Relief (SIR)

Type

Details

Availability

Closed to new investments from 6 April 2023

Note: SIR encouraged investments in social enterprises, but no new investments can be made as of 6 April 2023.

04.

Venture Capital Trusts (VCTs)

Type

Details

Maximum Investment

£200,000 per annum

Income Tax Relief

30% of the investment value

Dividend Income

Exempt from tax

Capital Gains Relief

Exempt on disposal

Note: VCTs provide investment opportunities in smaller high-risk unquoted companies through a mediated fund.

Value Added Tax (VAT)

01.

VAT Registration Thresholds

VAT Limit

Amount (£)

Period

Annual Registration Limit

£90,000

1 April 2024 to 31 March 2025

Annual Deregistration Limit

£88,000

1 April 2024 to 31 March 2025

02.

Vat Rates

VAT Rate

Rate (%)

Applies To

Standard Rate

20%

Most goods and services

Reduced Rate

5%

Certain goods and services (e.g., home energy)

Zero Rate

0%

Most food, children’s clothes, etc.

Vehicles

01.

Car Benefit Calculation

CO2 Emissions (g/km)

% of Car’s Price Taxed

0

2

1-50: Electric range >130

2

1-50: Electric range 70-129

5

1-50: Electric range 40-69

8

1-50: Electric range 30-39

12

1-50: Electric range <30

14

51-54

15

55-59

16

60-64

17

65-69

18

70-74

19

75-79

20

80-84

21

85-89

22

90-94

23

95-99

24

100-104

25

105-109

26

110-114

27

115-119

28

120-124

29

125-129

30

130-134

31

135-139

32

140-144

33

145-149

34

150-154

35

155-159

36

160 and above

37

02.

Car Fuel Benefit

Fuel Charge Multiplier

£

Fuel Charge Multiplier

£27,800

03.

Van Benefit

Type

Charge (£)

Van Benefit

£3,960

Fuel Benefit

£757

04.

Advisory Fuel Rates for Company Cars (From 1 September 2024)

Petrol

Engine Size (cc)

Pence per Mile

1400 or less

13

1401 to 2000

15

Over 2000

24

Diesel

Engine Size (cc)

Pence per Mile

1600 or less

12

1601 to 2000

14

Over 2000

18

LPG

Engine Size (cc)

Pence per Mile

1400 or less

11

1401 to 2000

13

Over 2000

21

Fully Electric Cars

Fuel Type

Pence per Mile

Electricity

7

05.

Mileage Allowance Payments (MAPs) for Employees (2024/25 and 2023/24)

Vehicle Type

Pence per Mile

Up to 10,000 Miles

Over 10,000 Miles

Cars and Vans

45

45

25

Bicycles

20

20

Motorcycles

24

24

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