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tax:, pensions,WFpayments,isa's,deaf duty,dividens ect
BOB 2
Posted: 06 October 2023 20:50:18(UTC)
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Income tax: How will thresholds change and what will I pay?
Published
12 April

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Budget 2023
Woman calculating her taxes
IMAGE SOURCE,GETTY IMAGES
Income tax is the government's single biggest source of money.

On 6 April the point at which the highest earners start paying the top rate of tax came down, but other thresholds were left unchanged.

This means that millions of people will end up paying more in tax.

Budget 2023: Key points at-a-glance
What the Budget means for you and your money
What is happening to income tax thresholds?
Chancellor Jeremy Hunt has frozen the income tax personal allowance at £12,570 until April 2028. Basic rate tax payers do not have to pay any tax on income below this level.

He has also frozen the point (threshold) at which people start paying higher tax rates.

It means that as wages rise, people will pay tax on a larger proportion of their earnings, and more people will move into higher tax brackets.

The Office for Budget Responsibility - which independently assesses the government's economic plans - estimates that freezing thresholds until 2028 will create an additional 3.2 million new taxpayers.

It says 2.6 million more people will pay higher rate tax.

The freezes are expected to raise £25.5bn more a year by 2027-28, than if the thresholds had increased in line with the CPI measure of inflation.

Income tax rates, thresholds and personal allowances
Check your income tax code and personal allowance
What income do you pay tax on?
You pay income tax to the government on earnings from employment and profits from self-employment during the tax year, which runs from 6 April to 5 April the following year.

Income tax is also due on some benefits and pensions, the money you get from renting out property, and returns from savings and investments above certain limits.

These rules apply in England, Wales and Northern Ireland. Scotland has different tax rules to the rest of the UK.

Graphic showing income tax bands (April 2023)
What is the basic rate of income tax?
You pay the basic rate of income tax on earnings between £12,571 and £50,270 a year.

The basic rate is 20%, so a fifth of the money you earn between those amounts goes to the government in income tax.

What is the higher rate of income tax?
The higher rate of income tax is 40%, and is paid on earnings between £50,271 and £125,140.

Once you earn over £100,000 a year, you start losing your tax-free personal allowance, which means you have to pay income tax at 40% on some of the first £12,570 of your earnings.

You lose £1 of your personal allowance for every £2 that your income goes above £100,000. If you earn more than £125,140 a year, you no longer get any personal allowance.

What is the additional rate of income tax?
The additional rate of income tax is 45%, and is paid on earnings above £125,140 a year. Before April that threshold was £150,000.

The government says about 629,000 people pay the additional rate of income tax.

What is National Insurance?
For employees, National Insurance (NI) is in many ways similar to income tax: a fixed percentage of the money you earn is deducted from your wages.

It is the second biggest source of money for the government.

Stock image of a pensioner looking at a letter
IMAGE SOURCE,GETTY IMAGES
Image caption,
National insurance rules are different for people over state pension age
It works on some of the same thresholds as income tax.

You do not pay it on the first £12,571 you earn a year. It is then charged at 12% on earnings up to £50,271, and 2% on any money made above that.

Mr Hunt confirmed the main National Insurance thresholds will also remain frozen until April 2028.

It is not paid by people over the state pension age even if they are still working.

Employers also have to pay National Insurance.

Will the National Insurance cut leave me better off?
The universal credit claimants effectively paying top tax rates

Adam Corlett, principal economist at the think tank, said "abandoning the usual uprating of tax thresholds" was a "tried and tested way for governments of all stripes to raise revenue in a stealthy way".

"But it is the far bigger than anticipated scale of the government's £40bn stealth tax rise that stands out," he said.

A spokesperson for HM Treasury said taxes were lower in the UK than "any major European economy, despite the difficult decisions we've had to make to restore public finances after the dual shocks of the pandemic and Putin's illegal invasion of Ukraine".

They said "driving down inflation is the most effective tax cut we can deliver right now".

"The chancellor has said he wants to lower the tax burden further - but has been clear that sound money must come first," they added.

Chancellor Jeremy Hunt has said it will be "virtually impossible" to deliver tax cuts until the UK economy improves, despite calls for measures to reduce taxes in the Autumn Statement in November.
1 user thanked BOB 2 for this post.
Ramondo on 11/10/2023(UTC)
Thrugelmir
Posted: 07 October 2023 19:57:18(UTC)
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Furlough wasn’t free money. Has to be paid for.

Public sector workers received full pay. Even if they achieved little working from home. While continuing to accrue a full pension.
2 users thanked Thrugelmir for this post.
Guest on 08/10/2023(UTC), stephen_s on 08/10/2023(UTC)
Dexi
Posted: 08 October 2023 11:00:40(UTC)
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I did a short stint in the Civil Service . The amount of useful work I did in 6 months could have been done in around a week .
2 users thanked Dexi for this post.
Thrugelmir on 09/10/2023(UTC), Adam Johnson on 11/10/2023(UTC)
BOB 2
Posted: 10 October 2023 13:19:02(UTC)
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OF INTEREST STATE PENSION NOW AND FROM APRIL 2024

£203.85 a week for the full, new flat-rate state pension (for those who reached state pension age after April 2016)
£156.20 a week for the full, old basic state pension (for those who reached state pension age before April 2016)
Next April, the link to earnings under the triple lock is likely to see the state pension rise by 8.5%. That would mean, from April 2024, it would be worth:

£221.20 a week for the full, new flat-rate state pension
£169.50 a week for the full, old basic state pension
1 user thanked BOB 2 for this post.
Ramondo on 11/10/2023(UTC)
BOB 2
Posted: 11 October 2023 10:14:57(UTC)
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OF INTEREST 2 WINTER FUEL PAYMENTS 2023

How much you'll get
You’ll get a letter in October or November telling you how much Winter Fuel Payment you’ll get, if you’re eligible.

If you do not get a letter but think you are eligible, check if you need to make a claim.

The amount you get is based on when you were born and your circumstances between 18 to 24 September 2023. This is called the ‘qualifying week’.

The amounts listed include a ‘Pensioner Cost of Living Payment’. This is between £150 and £300. You’ll get this extra amount in winter 2023 to 2024.

Any money you get is tax-free and will not affect your other benefits.

If you live alone or no one you live with is eligible for the Winter Fuel Payment
You’ll get either:

£500 if you were born between 25 September 1943 and 24 September 1957
£600 if you were born before 25 September 1943
If you live with someone else who’s eligible for the Winter Fuel Payment
Your payment may be different if you get one of the following benefits:

Pension Credit
income-based Jobseeker’s Allowance (JSA)
income-related Employment and Support Allowance (ESA)
Income Support
If you do not get any of the benefits
You’ll get a payment of either:

£250 if you and the person you live with were both born between 25 September 1943 and 24 September 1957
£250 if you were born between 25 September 1943 and 24 September 1957 but the person you live with was born before 25 September 1943
£350 if you were born before 25 September 1943 but the person you live with was born between 25 September 1943 and 24 September 1957
£300 if you and the person you live with were both born before 25 September 1943
If you and your partner jointly claim any of the benefits
One of you will get a payment of either:

£500 if both of you were born between 25 September 1943 and 24 September 1957
£600 if one or both of you were born before 25 September 1943
You’ll be paid into the bank account your benefits are usually paid into.

If you get any of the benefits (not as part of a joint claim)
You’ll get a payment of either:

£500 if you were born between 25 September 1943 and 24 September 1957
£600 if you were born before 25 September 1943
If you live in a care home
If you’re eligible you’ll get either:

£250 if you were born between 25 September 1943 and 24 September 1957
£300 if you were born before 25 September 1943
2 users thanked BOB 2 for this post.
Ramondo on 11/10/2023(UTC), OmegaMale on 11/10/2023(UTC)
BOB 2
Posted: 11 October 2023 22:47:18(UTC)
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OF INTEREST 3 ISA INDIVIDUAL SAVINGS ACCOUNT

Every tax year you can put money into one of each kind of ISA. The tax year runs from 6 April to 5 April.

You can save up to £20,000 in one type of account or split the allowance across some or all of the other types.

You can only pay £4,000 into your Lifetime ISA in a tax year.

Example
You could save £15,000 in a cash ISA, £2,000 in a stocks and shares ISA and £3,000 in an innovative finance ISA in one tax year.

Example
You could save £11,000 in a cash ISA, £2,000 in a stocks and shares ISA, £3,000 in an innovative finance ISA and £4,000 in a Lifetime ISA in one tax year.

Your ISAs will not close when the tax year finishes. You’ll keep your savings on a tax-free basis for as long as you keep the money in your ISA accounts.

What you can include in your ISAs
Cash ISAs can include:

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
Inheriting an ISA from your spouse or civil partner
If your spouse or civil partner dies you can inherit their ISA allowance.

As well as your normal ISA allowance you can add a tax-free amount up to either:

the value they held in their ISA when they died
the value of their ISA when it’s closed
Contact your ISA provider or the provider of your spouse or civil partner’s ISA for details.

If your spouse or civil partner died from 3 December 2014 to 5 April 2018
Their ISA ended on the date of their death. ISA investments will form part of their estate for Inheritance Tax purposes.

Their ISA provider can be instructed to sell the investments and either:

pay the proceeds to the administrator or beneficiary of their estate
transfer the investments directly to them
You can inherit their ISA allowance. As well as your normal ISA allowance, you can add a tax-free amount up to the value they held in their ISA when they died.

Contact your ISA provider or the provider of your spouse or civil partner’s ISA for details.


savings in the bank and building society accounts
Some national Savings and Investments products
Stocks and shares ISAs can include:

shares in companies
unit trusts and investment funds
corporate bonds
government bonds
You cannot transfer any non-ISA shares you already own into an ISA unless they’re from an employee share scheme.

Lifetime ISAs may include either:

cash
stocks and shares
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Your Personal Savings Allowance is separate from any ISA allowance you may have. The amount of allowance depends on the type of taxpayer you are: basic rate taxpayers (20%) can earn £1,000 in tax-free interest each year. higher rate taxpayers (40%) can earn £500 in tax-free interest each year.
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
A stocks and shares ISA is effectively a 'tax wrapper' that can be put around a wide range of different investment products. Any investment growth or interest earned within a Stocks and shares ISA is tax-free. Lots of different types of investment can be held in an ISA, including: unit trusts/ and cash isa's
BOB 2
Posted: 13 October 2023 16:04:13(UTC)
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Joined: 10/08/2012(UTC)
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OF INTEREST BUYING AND SELLING SHARES BEFORE THE DIVIDEND DATE AND AFTER

EX-DIVIDEND DATES UK ARE THURSDAYS AND RECORD DATE THE DAY AFTER FRIDAY To get a Dividend you must purchase shares before the close of business on Wednesday. Thursday being the ex-dividend date, 7.30 am the share price is adjusted down by the amount of the dividend payment, plus the normal overnight adjustments. ( Causing a drop in the share price)
If you like you can sell the shares on the ex-dividend day and still get the dividend.

OF INTEREST 2 WHAT IS A DEAD CAT BOUNCE



Dead cat bounce A phrase long used on trading floors to describe the small rebound in market prices typically seen following a sharp fall.
BOB 2
Posted: 14 October 2023 11:11:00(UTC)
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Joined: 10/08/2012(UTC)
Posts: 709

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OF INTEREST

How does inheritance tax work?
Inheritance tax is a tax on the value of the ‘net estate’ when someone dies, i.e. it is a tax on the value of all the assets they own, less all the debts that they have, after accounting for exemptions. Gifts made within seven years of the death of the giver are also counted as part of the giver’s estate, while those made more than seven years before death are not. There is no tax on the first £325,000 of net assets, while a 40% rate applies above this ‘nil-rate band’ (with lower rates applicable for gifts made three or more years in advance of death). Where assets are transferred to a spouse or civil partner, they are generally exempted.

There are two common reliefs that mean that in practice the threshold for many is much higher than £325,000. First, there is a ‘residence nil-rate band’. This provides an additional exemption for the first £175,000 of residential property, as long as the property is passed to direct descendants. The implication is that for many older people, there is no tax on the first £500,000 of net assets. For more valuable estates, worth more than £2 million, the residence nil-rate band is tapered away. For every additional £1 the estate is worth above £2 million, the residence nil-rate band is reduced by 50p, effectively increasing the marginal tax rate on each £1 of assets to 60p between £2 million and £2.35 million.

Second, there is the ‘transferable nil-rate band’. Where assets are transferred on death to a spouse or civil partner, any unused portions of the ordinary and residence nil-rate bands are also transferred to the surviving partner. This means that on the death of the second spouse, for the vast majority, up to £1 million in assets can be passed on tax-free. Largely as a consequence of these reliefs, HMRC statistics show that only 2.1% of estate at death worth under £1 million paid any inheritance tax in 2020–21.

The complexities of the treatment of these various exemptions mean that the practical threshold of £1 million for the vast majority of couples is not always understood. While 16% of adults have individual non-pension wealth exceeding £325,000, only 8% of adults live in a family with non-pension wealth above £1 million. That said, among those in their 60s, 13% have a family non-pension wealth of £1 million or more. Some of these assets will be spent prior to death, but, in conjunction with the fact that the nil-rate band threshold has generally been increased over time – or other reforms that take individuals out of tax introduced – this might mean that a higher proportion of people consider themselves potentially subject to inheritance tax than actually end up paying the tax.

As will be further discussed below, transfers of certain types of assets either are not counted as part of estates for inheritance tax purposes or are given further exemptions. This means that the effective tax rate can be lower – and in some cases much lower – than would be implied if only the above exemptions were applied.
SSJ
Posted: 15 October 2023 21:05:06(UTC)
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"tax:, pensions,WFpayments,isa's,deaf duty,dividens ect" !!

No wonder you copy and paste other people's words!
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Thrugelmir on 15/10/2023(UTC)
BOB 2
Posted: 15 October 2023 23:42:55(UTC)
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Joined: 10/08/2012(UTC)
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Well Boys I have had a good run since 2012 starting many new conversations on many subjects by gathering as much information on the subject copying and pasting and adding my comments to keep interest in the discussion with the latest news, never pretending to be the brightest star in the sky, me only being a working-class lad with not the greatest education. so comments like
(No wonder you copy and paste other people's words! )makes me feel sad that some people are not happy unless there putting someone down. so it's time for me to go , good luck to you all and you have my best wishes thanks Bob 75 +
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