Jacqueline Lee-Lis Autumn Budget 2024

8 Autumn Budget | 30 October 2024 CGT rates The lower main rate of CGT will increase to 18% and the higher main rate will rise to 24% for disposals made on or after 30 October 2024. The rate for business asset disposal relief and investor’s relief (IR) will increase to 14% from 6 April 2025 and will increase again to 18% from 6 April 2026. The lifetime limit for IR will be reduced to £1 million for all qualifying disposals made on or after 30 October 2024. Annual tax on enveloped dwellings (ATED) The ATED annual charge will rise by 1.7% from 1 April 2025 in line with CPI. For ATED filing and payment purposes in 2025/26, a property revaluation as at 1 April 2022 is required (or the date of acquisition for a property acquired after that date). Property value Charge for tax year 2025/26 Charge for tax year 2024/25 More than £500,000 but not over £1 million £4,450 £4,400 More than £1 million but not over £2 million £9,150 £9,000 More than £2 million but not over £5 million £31,050 £30,550 More than £5 million but not over £10 million £72,700 £71,500 More than £10 million but not over £20 million £145,950 £143,550 More than £20 million £292,350 £287,500 Carried interest From April 2026, all carried interest, which is mainly held by individuals engaged in private equity and hedge fund businesses, will be taxed within the income tax framework and subject to class 4 NICs. There will be a 72.5% multiplier applied to qualifying carried interest that is brought within charge. As an interim step, the current two CGT rates for carried interest will both increase to 32% from 6 April 2025. There will be a consultation on introducing further conditions for access to the regime. Inheritance tax (IHT) bands The existing freeze on the IHT nil rate band (£325,000), the residence nil rate band (£175,000) and its associated taper threshold (£2 million) will be extended by two years to 5 April 2030. Saver Don’t waste your CGT annual allowance. The annual exempt amount for personal capital gains is now £3,000. The new CGT rates mean the exemption could save you up to £720 in tax – don’t waste it.

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