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Taxation Help Sheets | Making Tax Digital

2024 BUDGET BULLET POINTS

Employers NIC

Employers NIC has been increased from 13.8% to 15% from 06/04/2025. This rate will apply to Salaries and benefits. In addition, the Employers secondary threshold has been reduced from £175 per week to £96 per week. To offset the impact of this measure on Smaller/Micro enterprises, the Employers NIC exemption allowance has been increased from £5,000 to £10,500 per annum. Along with the projected increase in the nation minimum wage to £12.21 per week from April 2025, employers will need to assess how these costs are absorbed/borne or passed on next year to remain within budgets. Owner managed businesses will need to reconsider how they structure profit extraction from April 2025.

Capital Gains Tax

The basic rate after the £3,000 exemption will increase from 10% to 18% for disposals after 30/10/24 (excluding residential properties and carried interest) and if the higher rate threshold is exceeded, the rate will increase from 18% to 24%.

Business Asset Disposal Relief (BADR)

The base exemption of £1M remains but above that amount the tax rate will increase from 10% in the 24/25 tax year to 14% in the 25/26 tax year and 18% in the 26/27 tax year. Business owners considering future business sales/retirement may wish to factor in these increases into the timing of their business disposals. These considerations will also apply to Business Owners considering Members Voluntary Liquidation routes to extract accumulated business profits on closure.

Non Domiciled Tax Reliefs

This relief is abolished after 06/04/2025, so affected persons should consider the future impact of the appliance of UK income tax, Capital Gains and Inheritance Tax on their worldwide assets and take appropriate action to mitigate the impact of this change.  

Unused Pension Funds and Death benefits

These funds will be brought into taxable estates from 06/04/2027, so consideration should be given to use of the 25% tax free lump sum extraction (maximum relief £268,275) hilst this relief is still available.

Inheritance Tax

With the current frozen exemptions for the next few years, consideration should be given to use of the lifetime gifts exemptions to the maximum allowed each year plus gifting away surplus income where possible.

If you would like further advice on the above areas, we have detailed help sheets, available to clients, and we are always available to discuss tax saving matters with you. Please call us on 01189787561 or contact us by email on alanreynoldsco@aol.com

Taxation Help Sheets | Making Tax Digital

SAVE, SAVE, SAVE & SAVE 2024

With us as your accountants, business advisers and tax advisers, Save (times 4) is our focus for you in 2024. In today’s challenging economic environment, the best advice is essential.

SAVE TAX

We concentrate in setting up and tuning up client’s businesses so that they maximise their legally deductible business expenses and capital allowances and grants thereby reducing corporation tax and income tax liabilities and increasing the owner’s money extraction from their businesses without paying additional tax. We have a range of help sheets available to clients to assist with this process, backed up by staff who can explain the practical implementation of each measure. By keeping up to date, we can help you save tax.

SAVE COSTS

In these inflationary & challenging times, we do not just assist in a timely way with the production of accounts and tax returns, but we go further in proactively advising clients where we see that they can save overhead costs and adopt efficient business management practices.

SAVE ADMINISTRATION TIME

We have completed our business conversion to a mainly electronic practice however, we can also file paper returns when necessary.  We have implemented new cost effective software across the board enabling seamless connectivity with clients’ accounting software and payroll. As we can monitor clients’ systems online on a quarterly basis (necessary for MTD and VAT registered businesses) or for smaller businesses as required for the year end, we can assist in avoiding errors before the year end and save clients’ admin time.

SAVE FEES

Our proactive service enables clients to keep up-to-date and efficient tax saving accounting records, making year end accounts production easier and therefore keeping down professional fees and providing a better ‘value for money’ service for clients.

                                                                SO FOR 2025

 Contact us and book a free introductory appointment , face to face or online to:

                                     ALAN REYNOLDS & COMPANY LIMITED

     Telephone: 01189787561                            Mobile: 07810848813

      Web: www.alanreynolds.co.uk                              Email: alanreynoldsco@aol.com

                                                                                                        info@alanreynolds.co.uk