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Tax allowances and rates for 2009/10

By ADRIAN LOWCOCK 08/04/2009

Tax allowances and rates for 2009/10 by Adrian Lowcock

Each year there are slight changes to your individual tax rates. Allowances usually rise slightly to reflect the rising costs i.e. inflation. Below we have detailed a table of the changes to help you get to grips of your finances for the coming year.

 
2008/2009 (£)
2009/2010 (£)
Individual savings accounts (ISA)
7,200 (3,600 cash)
7,200 (3,600 cash)*
40% income tax threshold
40,835
43,875
Pension contribution limit
235,000
245,000
Capital gains tax (CGT) annual exemption
9,600
10,100 (tbc)
Inheritance tax nil-rate band
312,000
325,000
Inheritance tax gift allowance
3000
3000
Venture capital trusts (VCT)
30% income tax relief on contributions up to £200,000
30% income tax relief on contributions up to £200,000
Enterprise investment schemes (EIS)
20% income tax relief on contributions up to £500,000**
20% income tax relief on contributions up to £500,000**

* May be increased in Budget
** Due to be increased from £400,000, also offer CGT deferral on previous gains

Source: Deloitte

Budget

This year things are a little different, normally the budget is carried out in March ahead of the new tax year, however this time the budget will be on the 22nd April. As such it is feasible that the tax rules for this year could indeed change and be backdated. We think this eventuality is remote as the cost of administering any changes would be significant.

Early indications from the Treasury is that there will be little in this budget to help savers or offer further stimulus through tax breaks.

 
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The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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