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Nasa Consulting - Personal Tax and Benefits

Income Tax bands of taxable income (£ per year)

Tax year 2023 to 2024

Tax year 2024 to 2025

Basic rate

£1 to £37,700

£1 to £37,700

Higher rate

£37,701 to £150,000

£37,701 to £125,140

Additional rate

Over £150,000

Over £125,140

Income tax rates

Tax year 2023 to 2024

Tax year 2024 to 2025

Basic Rate

20%

20%

Higher Rate

40%

40%

Additional rate

45%

45%

These figures apply to non-dividend income, including income from savings, employment, property or pensions. From 2017 to 2018, the main rates were separated into the main rates, the savings rates and the default rates.


 

Savings rates

Tax year 2023 to 2024

Tax year 2024 to 2025

Starting rate for savings

0%

0%

Savings basic rate

20%

20%

Savings higher rate

40%

40%

Savings additional rate

45%

45%

These figures apply to savings income.


 

Dividend rates

Tax year 2023 to 2024

Tax year 2024 to 2025

Basic rate

8.75%

8.75%

Higher rate

33.75%

33.75%

Additional rate

39.35%

39.35%

These figures apply to dividend income received above the tax-free dividend allowance.


 

Default rates

Tax year 2023 to 2024

Tax year 2024 to 2025

Basic rate

20%

20%

Higher rate

40%

40%

Additional rate

45%

45%

These figures apply to non-savings and non-dividend income of any taxpayer that is not subject to either the main rates or the Scottish rates of Income Tax.



Starting rates for savings income

Tax year 2023 to 2024

Tax year 2024 to 2025

Starting rate for savings

0%

0%

Starting rate limit for savings

£5,000

£5,000


Special rates for trustees’ income

Tax year 2023 to 2024

Tax year 2024 to 2025

Standard rate on first £1,000 of income which would otherwise be taxable at the special rates for trustees

Up to 20%, depends on the type of income

Up to 20%, depends on the type of income

Trust rate

45%

45%

Dividend trust rate

39.35%

39.35%

 

Income Tax allowances

Personal Allowance

Tax year 2023 to 2024

Tax year 2024 to 2025

Personal Allowance

£12,570

£12,570

Income limit for Personal Allowance

£100,000

£100,000

Income limit for Married Couple’s Allowance

£34,600

£37,000

The Personal Allowance reduces where the income is above £100,000 — by £1 for every £2 of income above the £100,000 limit. This reduction applies irrespective of date of birth.

The income limit for Married Couple’s Allowance is an age-related allowance. It is reduced by £1 for every £2 of income over this limit.



Marriage Allowance

Tax year 2023 to 2024

Tax year 2024 to 2025

Marriage Allowance

£1,260

£1,260

This transferable allowance is available to married couples and civil partners who are not in receipt of married couple’s allowance. A spouse or civil partner who is not liable to Income Tax, or not liable at the higher or additional rates, can transfer this amount of their unused personal allowance to their spouse or civil partner. The recipient must not be liable to Income Tax at the higher or additional rates.



Married Couple’s Allowance for those born before 6 April 1935

Tax year 2023 to 2024

Tax year 2024 to 2025

Maximum amount of Married Couple’s Allowance

£10,375

£11,080

Minimum amount of Married Couple’s Allowance

£4,010

£4,280

The relief for this allowance is given at 10%.



Blind Person’s Allowance

Tax year 2023 to 2024

Tax year 2024 to 2025

Blind Person’s Allowance

£2,870

£3,070


Dividend Allowance

Tax year 2023 to 2024

Tax year 2024 to 2025

Dividend Allowance

£1,000

£500



Personal Savings Allowance

Tax year 2023 to 2024

Tax year 2024 to 2025

Personal Savings Allowance for basic rate taxpayers

£1,000

£1,000

Personal Savings Allowance for higher rate taxpayers

£500

£500

From April 2016, the new Personal Savings Allowance means that basic rate taxpayers do not have to pay tax on the first £1,000 of savings income they receive and higher rate taxpayers do not have tax to pay on their first £500 of savings income.

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