2021 Autumn Budget

The Chancellor stood up to deliver his first Autumn Budget since his appointment in February 2020. He had to give a positive message regarding our future economic outlook against a backdrop of tax rises to try and stem the structural deficit arising after the pandemic has run its course.

As usual I will set out below the changes I feel are most relevant:

  1. The previously announced increase in Corporation Tax giving many companies a marginal tax rate of 26.5% set out in my Spring Budget blog.
  2. The increase of the rates of Income Tax on dividend income by 1.25% to 8.75%, 33.75% and 39.35% from April 2022. When combined with point 1 above for those with incomes over £50,000 will have a combined marginal rate of tax of over 50%. When combined with the loss of personal allowance this would give a marginal tax rate of over 65%. A clear disincentive to grow a small business into a larger one!
  3. A relaxing of Research & Development tax relief to allow data and cloud costs but restricted to the UK.
  4. Confirmation of the Making Tax Digital deferment for Income Tax to 06/04/2024.
  5. A very welcome change to the 30 days to pay CGT after completion on a residential property to a more reasonable 60 days. If the process to complete the return could be improved, particularly to allow agents to complete their clients’ returns, then the system may operate more smoothly.
  6. The already announced increase in National Insurance rates by 1.25% from April 2022 for one year initially.

The above tax changes were almost overshadowed by the large increase in public sector expenditure. The Budget deficit in 2020/21 was £247 billion and is forecast to be £122 billion in 2021/22, a surplus is not expected until 2023/24.

As ever the above is a summary of announcements not yet legislated for so no action should be taken without seeking clarification.