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Personal taxation

This section contains introductory guides to a range of tax issues affecting individuals.

Are you still on track for retirement?

Are you saving enough for the end of your working life?

Capital gains tax and the family home

The CGT rules when selling a home.

Child Benefit charge

A guide to the income tax charge relating to Child Benefit for higher earners.

Dividends and interest

This factsheet considers the Savings and Dividends Allowances.

Does your estate planning pass the test?

Check if your estate is protected from the tax man.

Furnished holiday lettings

A guide to the tax rules governing FHL.

Charitable giving

You can get tax relief on gifts to UK charities if you give under Gift Aid or through a Payroll Giving scheme or by making a gift of shares or land. We outline the reliefs available.

Inheritance tax - a summary

Ways to minimise your estate's liability to inheritance tax.

Land and Building Transaction Tax

Reviewing the Land and Buildings Transaction Tax applicable to land transactions occurring in Scotland.

Land Transaction Tax

Reviewing the Land Transaction Tax applicable to land transactions occurring in Wales.

Lasting Powers of Attorney

An introduction to the LPA rules.

Making a will and other related matters

One of the most important elements of estate planning.

Personal tax - self assessment

A guide to the personal tax return.

Personal tax - when is income tax and capital gains tax payable?

Advice on when key tax payments under Self Assessment are payable.

Planning for a year's prosperity

How forward planning can save you tax.

Repayment of student loans

How student loan repayments are administered and collected.

Stamp Duty Land Tax

A guide to the charges on transfers of land, shares and interests in partnerships.

Statutory Residence Test

Determining the UK residence status of individuals.

Supporting your children

Tax consequences of assisting your children financially.

The latest news

21 May 2025

Household bills drive inflation increase

Inflation jumped to 3.5% in the year to April, up from 2.6% in March, according to the Office for National Statistics (ONS).

20 May 2025

Almost half of sole traders unprepared for MTD changes

Almost half of UK sole traders feel unprepared for upcoming Making Tax Digital for Income Tax (MTD) for Income Tax changes, according to research conducted by IRIS Software.

19 May 2025

One in ten people have no cash savings

A survey carried out by the Financial Conduct Authority (FCA) has found that one in ten individuals have no cash savings at all.

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Personal taxation

The latest news

Household bills drive inflation increase

Almost half of sole traders unprepared for MTD changes

One in ten people have no cash savings