Factsheets

Personaltax

Concise information on a variety of topics relevant to an individual.

Charitable giving

Covers the main ways individuals can give tax-efficiently to charity, including payroll giving, Gift Aid and gifts of assets.

Explains the tax charge that can claw back Child Benefit where a higher-earning household member's income exceeds a threshold.

Explains how income from dividends and savings interest is taxed differently from earnings and other income.

Outlines how the Enterprise Investment Scheme offers tax incentives to individuals investing in qualifying early-stage companies.

Explains how ISAs let individuals save or invest with returns generally free of income tax and capital gains tax.

Explains the shift towards digital record-keeping and quarterly reporting for individuals with income tax obligations.

Covers how UK tax treatment can differ for individuals whose permanent home is considered to be outside the UK.

Explains who needs to file a self assessment tax return and the obligations that come with it.

Sets out the general timing rules for when income tax and capital gains tax fall due for payment.

Covers the practical and tax considerations involved in owning residential property as a buy-to-let investment.

Explains the wider range of tax issues that can arise from owning and disposing of investment property.

Outlines the tax reliefs available to investors backing very early-stage, higher-risk UK companies under SEIS.

Explains the framework HMRC uses to determine whether an individual is UK tax resident for a given year.

Covers how income, assets and tax planning can be arranged across a family to make efficient use of allowances.

Explains the government scheme that tops up money saved towards approved childcare costs for working parents.

Outlines how Venture Capital Trusts offer investors tax incentives for backing a diversified portfolio of smaller companies.

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