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Vulnerability

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