Wealth Professional Tax Table 2024/25

STATE PENSIONS Annual Weekly New state pension £11,502.40 £221.20 Basic state pension – single person* £8,814.00 £169.50 Basic state pension – spouse/civil partner* £5,280.60 £101.55 *State pension age reached before 6/4/16 TAX INCENTIVISED INVESTMENTS Total Individual Savings Account (ISA) 24/25 23/24 limit, excluding Junior ISAs (JISAs) £20,000 £20,000 Lifetime ISA £4,000 £4,000 JISA/Child Trust Fund £9,000 £9,000 Venture Capital Trust (VCT) at 30% £200,000 £200,000 Enterprise Investment Scheme (EIS) at 30%* £2,000,000 £2,000,000 EIS eligible for CGT deferral relief No limit No limit Seed EIS (SEIS) at 50% £200,000 £200,000 SEIS CGT reinvestment relief 50% 50% *Above £1,000,000 investment must be in knowledge-intensive companies NATIONAL INSURANCE CONTRIBUTIONS Class 1 24/25 Employee Employer NICs rate 8% 13.8% No NICs for employees generally on the first £242 pw £175 pw No NICs for younger employees* on the first £242 pw £967 pw NICs rate charged up to £967 pw No limit 2% NICs on earnings over £967 pw N/A *No employer NICs on the first £967 pw for employees generally under 21 years, apprentices under 25 years and veterans in first 12 months of civilian employment. No employer NICs on the first £481 pw for employees at freeports and investment zones in Great Britain in the first three years of employment Employment allowance £5,000 Per business – not available if sole employee is a director or employer’s NICs for 23/24 are £100,000 or more Class 1A Employer On most employees’ and directors’ taxable benefits 13.8% Class 2 Self-employed Flat rate per week (voluntary) £3.45 (£179.40 pa) Small profits threshold £6,725 Class 4 Self-employed On annual profits of £12,570 to £50,270: 6% Over £50,270: 2% Class 3 Voluntary flat rate per week £17.45 (£907.40 pa) CAPITAL GAINS TAX 24/25 23/24 Annual exemption: Individuals, estates, etc £3,000 £6,000 Trusts generally £1,500 £3,000 Below UK higher rate band Tax rate 10% 10% Surcharge for residential property and carried interest 8% 8% Within UK higher and additional rate bands Tax rate 20% 20% Surcharge for residential property 4% 8% Surcharge for carried interest 8% 8% Trusts and estates Tax rate 20% 20% Business Asset Disposal Relief 10% on lifetime limit of £1,000,000 for trading businesses and companies (minimum 5% participation) held for at least 2 years

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