Let Property Campaign

  HMRC’s Let Property Campaign provides an opportunity for landlords who have income from letting residential property in the UK…

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Tax returns for 2024/25 and earlier

HMRC has published guidance on completing the main SA100 tax return for 2024/25, 2023/24 and 2022/23, together with the returns…

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May 2026- MTD for ITSA Update

Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) is not mandatory for traders and landlords whose combined…

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Team Update: A huge congratulations!!

    We would like to congratulate one of our team members Tom for his hard work and dedication in…

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Reporting 2025/26 expenses and benefits

 Reporting obligations arise where an employer provides taxable benefits or expenses to an employee. For benefits provided in the 2025/26…

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Rates and allowances 2026/27

  Taxable income bands and tax rates (England, Wales, and Northern Ireland) Basic rate band £0 to £37,700 Higher rate…

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Sickness absences

  The rules governing statutory sick pay (SSP) change with effect from 6 April 2026. From that date, all employees…

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New National Living Wage and National Minimum Wage Rates

 From 1 April 2026, the National Living Wage (NLW), which is the minimum amount that must be paid to workers…

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Mandatory MTD for ITSA

From 6 April 2026, self-employed traders and unincorporated landlords with combined trading and property income of £50,000 or more in…

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New Tax Year

The 2025/26 tax year comes to an end on 5 April 2026 and the 2026/27 tax year begins on 6…

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Tax efficient profit extraction

Where a business is operated through a personal or family company, profits must be extracted it they are to be…

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Child Trust Fund Accounts

  HMRC are encouraging young adults to check whether they have a matured Child Trust Fund. This can be done…

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Recovering the Winter Fuel Payment

The Winter Fuel Payment is only available to individuals who have reached state pension age and who have total income…

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State Pension Age Change

From 6 April 2026, the state pension age increases to 67. The increase is phased in over the course of…

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Payrolling

Under payrolling, employers account for the tax due on taxable benefits in kind through the payroll. Currently, payrolling is optional…

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Pension Contributions

Making personal contributions is tax efficient. There is no longer a cap on lifetime contributions, and clients whose pension pot…

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Client Bulletin Year-end Review

Year-end Review The 2025/26 tax year ends on 5 April 2026. As this date approaches, it is prudent to review…

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Overpaid PAYE

  An employer may be able to claim a refund if they have overpaid PAYE for the current tax year…

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Overpayment repayment claims

Where a taxpayer has overpaid tax, they may be able to obtain a refund by making an overpayment claim. HMRC…

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Exemptions from MTD for ITSA

A taxpayer who would otherwise be within MTD for IT’S A may be able to apply for an exemption if…

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Taxation of company cars in 2026/27 and beyond

Despite the associated tax charge, company cars remain a popular benefit. In recent years, electric and low emission cars have…

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Qualifying income for MTD for ITSA

The date from which traders and unincorporated landlords need to comply with Making Tax Digital for Income Tax Self Assessment…

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Pensions allowances

  The pensions annual allowance remains at £60,000 for 2026/27. Where adjusted net income exceeds £260,000 and threshold income exceeds…

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Voluntary Class 3 National Insurance contributions

 Individuals can opt to pay voluntary Class 3 National Insurance contributions to fill gaps in their contributions record. For 2026/27,…

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National Insurance for the self-employed

Self-employed earners pay Class 4 National Insurance contributions to the extent that their earnings exceed the lower profits limit. Contributions…

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News in Brief- Tax rates and thresholds for 2026/27

  Details of the tax rates and thresholds applying for the 2026/27 tax year have been published. The basic rate…

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Property Income- Property Tax Rises

  In recent years landlords have been hit hard by tax changes, and the November 2025 Budget dealt a further…

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Interest on Savings

  At the moment, interest on savings is taxed at the standard income tax rates. Basic rate taxpayers receive a…

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Agricultural and Business Property Relief- APR and BRP changes

  The changes to agricultural and business property relief announced at the time of the 2024 Autumn Budget come into…

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Capital Gains Tax- Business Asset Disposal Relief

  Business Asset Disposal Relief (BADR) is a relief that charges gains on the disposal of a business, business assets…

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Dividends- Dividend tax rates to rise

  Dividends have their own tax rates. Dividends, which are treated as the top slice of income, are taxed at…

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Tax Planning- Year end tax planning

  The 2025/26 tax year comes to an end on 5 April 2026. Ahead of this date it is sensible…

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Making Tax Digital- MTD for ITSA start date is approaching

  If you are a self employed trader or landlord whose combined gross business and trading income in 2024/25 is…

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Self Assessment January 2026- Struggling to pay your Self Assessment tax bill?

  Tax due under Self Assessment for the 2024/25 tax year must be paid in full by 31 January 2026.…

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Plant and machinery capital allowances

  Businesses looking to obtain relief for capital expenditure on qualifying plant and machinery have a number of options open…

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Budget Summary- Vaping Duty

A new duty, vaping products duty, is to be introduced on vaping products with effect from 1 October 2026. It…

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Budget Summary- Vaping Duty Stamps

Under a new vaping duty stamps scheme, from 1 October 2026, all vaping products manufactured or imported into the UK…

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Self Assessment Deadlines Loom- Winter Fuel Payment

Clients born before 22 September 1959 may receive a Winter Fuel Payment of between £100 and £300 to help with…

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Self Assessment Deadlines Loom- Band and Building Society Interest

Clients who receive bank and building society interest and who do not need to submit a Self Assessment tax return…

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Budget Summary- Tax on Property Income

Landlords running unincorporated property businesses have once again been hit by tax changes. This time, the assault comes in the…

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Budget Summary- Plug-in Hybrid Electric Vehicles

Under the company car tax rules, the amount charged to tax depends predominantly on the list price of the car…

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Budget Summary- Workplace Benefits

A new legislative exemption will apply from 6 April 2026 where an employer reimburses an employee for the cost of…

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Self Assessment Deadlines Loom- MTD exemptions for Digitally Excluded Taxpayers

Some clients may be exempt from MTD for ITSA because they are digitally excluded. This will be the case if…

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Budget Summary- Additional Homeworking Expenses

From 6 April 2026, employees will not be able to claim the tax relief at the rate of £6 per…

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Self Assessment Deadlines Loom- Clients Struggling to Pay

The 31 January payment deadline comes at a time when clients are faxing Christmas credit card bills amid the cost…

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Self Assessment Deadlines Loom

The normal Self Assessment filing date for online returns is 31 January after the end of the tax year. This…

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Budget Summary- Taxation of Dividends

The rate at which dividends falling in the basic or higher rate bands are taxed will rise by two percentage…

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Tax-Free Christmas Parties and Gifts- Seasonal Gifts

An employer may wish to give a seasonal gift to an employee. Typical seasonal offerings are Christmas Hampers, wine or…

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Budget Summary- Taxation of Savings

From 6 April 2027, tax on savings income will increase by two percentage points. Currently taxable savings interest is taxed…

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Tax-Free Christmas Parties and Gifts- Christmas Parties

Many businesses organise a Christmas event for their employees. This may take many forms, ranging from a traditional party to…

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Budget Summary- Income Tax Rates

The main rates of income tax are unchanged for 2026/27. The basic rate remains at 20%, the higher rate at…

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Budget Summary- Income Tax and National Insurance Thresholds

The freeze on the personal allowance and the income tax thresholds was extended for a further three years until 6…

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Budget Update November 2025

Chancellor Rachel Reeves delivered her second Budget on Wednesday 26 November 2025, introducing £26.1 billion in annual tax rises by…

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Companies House Identity Verification Part 2

There is a new legal requirement for a company's people with significant control (PSC's) to verify their identity for Companies…

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MTD for ITSA

Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) is being introduced progressively from 6 April 2026. If…

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Companies House Identity Verification

From 18 November 2025 Companies House identity verification will be required for new directors and persons with significant control (PSCs),…

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Effective Date of VAT Registration

A business that is not required to register for VAT but which opts to do so voluntarily can choose the…

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Reporting Property Income

Clients who have income from property will need to report it on their Self Assessment tax return unless it is…

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MTD Return Software

Under Making Tax Digital for Income Tax Self Assessment (MTD for ITSA), taxpayers will need to make a final declaration…

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Register for Self Assessment

Clients not currently within Self Assessment who had a new source of income in 2024/25, such as income from self-employment…

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Time to Pay for Simple Assessment debts

Taxpayers with Simple Assessment debts can now set up a Time to Pay arrangement to enable them to pay what…

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Settling your 2025/25 PSA

Employers with a PAYE Settlement Agreement (PSA) in place for 2025/25 will need to calculate what they owe and pay…

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MTD Penalties

As the start date for Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) draws ever closer, it…

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Employee car ownership schemes

An employee car ownership scheme (ECOS) is a set of arrangements whereby employees acquire cars from a specified or single…

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The new tax landscape for holiday let landlords

The tax regime for furnished holiday lettings came to an end on 5 April 2025. For 2025/26 and later tax…

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Property

Jointly owned holiday lets The special tax regime for furnished holiday lettings (FHLs) came to an end on 5 April…

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Capital Gains Tax

CGT adjustment for 2024/25 The capital gains tax rates were increased with effect from 30 October 2024. From that date,…

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Employers- Mandatory Payrolling

The start date for mandatory payrolling has been delayed by one year. It will now come into effect from 6…

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Personal and Family Companies- Profit Extraction in 2025/26

If you run your business through a company, you will need to extract your profits if you want to use…

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Unincorporated Businesses- Tax Year Basis

The tax year basis applies from 2024/25 onwards. This means that if you run an unincorporated business, you will be…

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Making Tax Digital

Start dates Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) applies from 6 April 2026 to unincorporated…

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Self Assessment July Tax Bill

The second payment on account for the 2024/25 tax year is due by 31 July 2025. You will need to…

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Class 1A National Insurance

Most taxable benefits are liable to Class 1A National Insurance. This is an employer only charge. The Class 1A rate…

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Reporting 2024/25 expenses and benefits

Sarah Bradford explains how expenses and benefits should be reported to HMRC and look ahead to mandatory payrolling   Employer…

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Tax and Finance Diary

  May 2026 1 May Start of daily penalties for late 2024/25 self-assessment returns. Corporation tax due for companies with…

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Profit Extraction in 2025/26

Sarah Bradford explores tax-efficient options for taking profits out of a personal or family company. The 2025/26 tax year starts…

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