Opens in a new tab

REPLACE - Tax - h1

REPLACE - Occasions when tax
may be payable - H2

REPLACE GRID -
Income - h4

Earnings  >  Income tax
Pensions  >  Income tax
Earnings  >  National Insurance Contributions
Savings interest
Dividends

Disposals, transfers
& gifts - h4

Capital Gains Tax
Transfers to some trusts  >  Inheritance Tax

Inheritance - h4

Inheritance Tax

REPLACE - Income - H2

REPLACE GRID -
Earnings
- h4

Income tax
National Insurance Contributions
x.small-text
x

Pensions - h4

Income tax
.small-text
x

Savings interest - h4

.small-text xxx
x

Dividends - h4

.small-text xxx

REPLACE GRID
Earnings - h4

.small-text xxx
x

Pensions - h4

.small-text xxx

REPLACE - National Insurance Contributions - add Type size var & h tag to heading element - REPLACE IMAGE BELOW

REPLACE - Savings income - add Type size var & h tag to heading element

REPLACE - Dividends - add Type size var & h tag to heading element

REPLACE - Disposals, transfers
& gifts - H2

REPLACE - Inheritances - H2

REPLACE - Annual Tax Planning - H2

REPLACE - Investments / Contributions / Gifts - Allowances - .h4-list

ISA - £20k

Pension contributions / carry forward

CGT - Annual - £3,000

IHT - Annual - £3k + small gifts

.list-body-text xxx

REPLACE - Tax planning - .h4-list

See 2024.11.05 Technical Connection Autumn Budget 2024 Analysis - saved in Business - General > Taxation & Tax Planning folder

Income: Earnings / Savings interest / Dividends

National Insurance Contributions: Salary sacrifice

CGT >

Inheritance Tax

.list-body-text xxx

REPLACE - xxx - .h4-list

State Pension - if will not have 35 years - voluntary NICs

High risk investments - maximum permitted

.list-body-text xxx

.list-body-text xxx

.list-body-text xxx

REPLACE - Tax-free income - .h4-list

Savings allowance (tax-free annual interest): Basic rate taxpayers £1,000 / Higher rate taxpayers £500 / additional taxpayers Nil

.Dividend allowance: £500

.list-body-text xxx

.list-body-text xxx

.list-body-text xxx

REPLACE - xxx - .h4-list

Allowances & rates shown are for England and Northern Ireland. Different for Scotland and Wales.

.list-body-text xxx

.list-body-text xxx

.list-body-text xxx