Personal tax
Because dealing with the Taxman and calculating your own tax can be a nightmare
Models (141)
Year-end tax planning checklist There are a number of tax allowances, exemptions and rate bands which if not utilised in one tax year cannot be carried forward for use in later years. Use our checklist to help you ensure that you're not missing out on... Read more
UPDATED12 Apr 2024
Flow chart - high income child benefit chargeIf you or someone you live with is receiving child benefit and your or their income exceeds the limit set by the government, one of you will be required to pay extra tax. The tax charge can apply in other ... Read more
UPDATED12 Apr 2024
Self-assessment checklistThe tax return filing deadline is 31 January following the end of each tax year. Use our checklist to reduce the chances of making any errors.Tax returnsSelf-assessment is the current method of reporting your income and capit... Read more
UPDATED12 Apr 2024
Settlement agreementWhen you want to prevent an employee from issuing proceedings in relation to the infringement of their statutory employment rights on termination of their employment, consider going down the settlement agreement route. This is an ... Read more
UPDATED08 Mar 2024
Flow chart - pension contributions annual allowanceIf you are under 75 you're entitled to tax relief on pension contributions of up to £60,000 in a tax year. Flow chart Our Flow Chart - Pension Contributions Annual Allowance will help you work out ho... Read more
02 Oct 2023
Flow chart - student loan repayments Whatever type of student loan you have you're required to make repayments when your earnings reach a certain level. You may have more than one type of student loan each with different repayment stating points and r... Read more
02 Oct 2023
Employee homeworking expenses policyWhere an employee works from home you set a policy explaining the terms and conditions that will apply in connection with proper performance of their job. This should include details of equipment and services you w... Read more
21 Nov 2022
Employee pool car agreementBanning private use is essential for a car to be considered a pool car by HMRC. A verbal ban may work but it's more sensible to require the employee to sign an agreement that specifically states that the car is not to be use... Read more
21 Nov 2022
Property allowance election to disapply reliefThe property allowance is a fixed tax deduction given automatically against income from property if it does not exceed £1,000 in total in a tax year. There can be circumstances where it is more tax ... Read more
16 Nov 2022
Property allowance claim for partial reliefThe property allowance is a fixed tax deduction for individuals that is given against income derived from land and buildings (property). It applies automatically if the qualifying income received in a t... Read more
16 Nov 2022
