Personal tax

Reclaiming overpaid tax: could you be due a rebate?

Claiming a tax refund through PAYE or self-assessment.

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'Demand for cash ISAs rises 45%'

More savers seek to utilise personal savings allowance.

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45% of gifters unclear on inheritance tax rules

Knowledge of rules and exemptions are ‘relatively low’.

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Stamp duty surcharge ‘could impact couples’

Proposed 1% charge is intended to target foreign investors.

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Retirees paying £4bn more tax than previously thought

Change to HMRC calculations reveals figures were underestimated.

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Residence nil-rate band increases for a third time

Year-on-year inheritance tax receipts continue to rise.

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Rising probate costs delayed by Brexit

New system kicks in 21 days after stalemate is resolved.

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5 personal tax changes for 2019/20

How could your personal finances be affected in the next 12 months?

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