Wealth Professional Tax Table 2024/25

} INHERITANCE TAX 24/25 23/24 Nil-rate band* £325,000 £325,000 Residence nil-rate band*† £175,000 £175,000 Rate of tax on excess 40% 40% Rate if at least 10% of net estate left to charity 36% 36% Lifetime transfers to and from certain trusts 20% 20% Overseas domiciled spouse/civil partner exemption £325,000 £325,000 *Up to 100% of the unused proportion of a deceased spouse’s/civil partner’s nil-rate band and/or residence nil-rate band can be claimed on the survivor’s death †Estates over £2,000,000: the value of the residence nil-rate band is reduced by 50% of the excess over £2,000,000 100% relief: businesses, unlisted/AIM companies, some farmland/buildings 50% relief: certain other business assets Annual exempt gifts of: £3,000 per donor £250 per donee Tapered tax charge on lifetime gifts between 3 and 7 years of death Years 0–3 full 40% rate, then 8% less for each year until 0% at 7 or more years. STAMP DUTIES AND PROPERTY TRANSACTION TAXES Stamp Duty and SDRT: Stocks and marketable securities 0.5% Additional residential and all corporate residential properties £40,000 ormore–add3% to SDLT rates,6% to LBTT and4% tomost LTT rates England & N Ireland – Stamp Duty Land Tax (SDLT) on slices of value to 31/3/25 Residential property % Commercial property† % Up to £250,000 0 Up to £150,000 0 £250,001–£925,000 5 £150,001–£250,000 2 £925,001–£1,500,000 10 Over £250,000 5 Over £1,500,000 12 First time buyers: 0% on first £425,000 for properties up to £625,000 Non-resident purchasers: 2% surcharge on properties £40,000 or more Residential properties bought by companies etc over £500,000: 15% of total consideration, subject to certain exemptions †0% for freeport and investment zone qualifying property in England only Scotland – Land and Buildings Transaction Tax (LBTT) on slices of value Residential property % Commercial property % Up to £145,000 0 Up to £150,000 0 £145,001–£250,000 2 £150,001–£250,000 1 £250,001–£325,000 5 Over £250,000 5 £325,001–£750,000 10 Over £750,000 12 First time buyers: 0% on the first £175,000 Wales – Land Transaction Tax (LTT) on slices of value Residential property % Commercial property % Up to £225,000 0 Up to £225,000 0 £225,001–£400,000 6 £225,001–£250,000 1 £400,001–£750,000 7.5 £250,001–£1,000,000 5 £750,001–£1,500,000 10 Over £1,000,000 6 Over £1,500,000 12 CORPORATION TAX Year to 31/3/25 and 31/3/24 Profits Effective rate Diverted profits £0–£50,000 19.0% £50,001–£250,000 26.5% 31% £250,001 and above 25.0% Loans to participators 33.75%

RkJQdWJsaXNoZXIy MjM4MA==