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SME Tax News

The perils of termination payments and share schemes

Last Updated: 31 August 2023

In L Sjumarken v HMRC (2015) TC04557, a taxpayer failed to declare the correct earnings following termination of his employment. There were issues in respect of share valuation and giving up share options.

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Direct Recovery of Debts targets Accelerated Payment Notices

Last Updated: 31 August 2023

HMRC's new briefing on their forthcoming Direct Recovery of Debts (DRD) powers fails to mention that the draft legislation now includes specific provisions in respect of payments due under the new Accelerated Payment Notice (APN) regime.

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New Dividend Allowance is tax rise ‘by the back door’, says professional body

Last Updated: 31 August 2023

The Association of Taxation Technicians (ATT) has expressed serious concerns about the £5,000 dividend allowance, announced in the Summer Budget.

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Directors: tax planning toolkit 2015/16

Last Updated: 31 August 2023

This article is only available to paid subscribers.

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How dividends are taxed in 2016/17

Last Updated: 31 August 2023

After over a month of confusion following the Summer Budget as to how the government's new proposals for dividend taxation from 2016/17 will work, HMRC has now published a Dividend Allowance Factsheet with more detail and illustrative examples.

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IHT: gifts remained in givers' home

Last Updated: 31 August 2023

In Malcolm Scott v HMRC (2015) TC04455 the FTT considered whether gifts of paintings by parents which then remained in their home were effective for Inheritance Tax (IHT) purposes. 

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Director assessed to car benefit on five cars

Last Updated: 31 August 2023

In Mark Holmes & Trudie Holmes v HMRC (2015) TC04467 the failure to prohibit the private use of company vehicles led to a director being assessed for employee benefits for five company cars.

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Sch 36 information notices: private bank statments

Last Updated: 31 August 2023

In James Smith v HMRC (2015) TC04592, the First Tier Tribunal (FTT) agreed that personal bank statements could be included in a Schedule 36 information notice because they contained transactions pertaining to a property business.

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Regulation 80 assessment : error by payroll agent

Last Updated: 31 August 2023

In Poole Leisure Ltd v HMRC (2015) TC04315 the first tier tribunal (FTT) upheld an assessment made against an employer who had undercharged income tax to an employee due to a processing error.

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Accelerated Payments: judicial review fails

Last Updated: 31 August 2023

In Rowe, Worrall and others v HMRC [2015] EWHC 2293, members of a large film partnership have been unsuccessful in their application for judical review of Accelerated Payment Notices.

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Archived SME tax news Article Count:  336

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