Personal Allowances

10 April 2024

Tax allowance cuts and freezes, and tax returns
Whether tax allowance cuts and freezes will mean a tax return is required to be submitted. The number of taxpayers is rising, but HMRC does not want to add to the self-assessment numbers

28 February 2024

Marriage allowance: new claims process
Marriage allowance. A recent update from HMRC on the marriage allowance transfer claim form (MATCF)

21 February 2024

Avoiding damaging tax and benefit "cliff-edges"
How damaging tax cliff edges relate to child benefit, child care and the personal allowance and the role of pension contributions

20 November 2023

Case studies: maximising the use of your client's personal allowances
How to apply personal allowances in the correct and most tax effective way

10 November 2023

Marriage allowance: find out if you could be better off in just 30 seconds
Marriage allowance. A recent press release has urged married couples/those in civil partnerships to spend just 30 seconds to see if they could be better off

25 October 2023

How to claim marriage allowance - an HMRC update
Further information regarding HMRC�s confirmation of recommended practice when claiming the marriage allowance where one or both parties to the marriage/civil partnership is in self-assessment