Resources and Downloads
This page contains various resources and downloads which are free for you to use.
Currently we have the latest Budget summary, assorted tax tables and a selection of online financial calculators.
Latest Budget Summary
This is a summary of the latest Budget from the Chancellor.
Tax Tables
Here you’ll find Tax Tables for Income Tax, Inheritance Tax, and Tax Band Allowances.
| Main Personal Allowances and Reliefs | 09-10 | 08-09 |
| Personal (basic) | £6,475 | £6,035 |
| Personal (65-74) | £9,490 | £9,030 |
| Personal (75 and over) | £9,640 | £9,180 |
| Married couples (minimum) at 10%* | £2,670 | £2,540 |
| Married couples (under 75) at 10%* | - | £6,535 |
| Married couples (75+) at 10% | £6,965 | £6,625 |
| Age-related reliefs reduced by 50% of income over | £22,900 | £21,800 |
| Blind persons | £1,890 | £1,800 |
| *Where at least one claimant was born before 6 April 1935 | ||
| Rates | 09-10 | 08-09 |
| 10% starting rate band on savings up to | £,440 | £2,320 |
| Basic rate | 20% | 20% |
| Higher rate of 40% on income over | £37,400 | £34,800 |
| Dividends: basic rate taxpayers | 10% | 10% |
| Dividends: higher rate taxpayers | 32.5% | 32.5% |
| Trusts: standard rate generally | £1,000 | £1,000 |
| Trusts:dividends (rate applicable to trusts) | 32.5% | 32.5% |
| Trusts:other income (rate applicable to trusts) | 40% | 40% |
| Pre-owned assets tax ($5,000 minimum taxable) | As income | As income |
| Inheritance Tax Thresholds | |
| Year | Amount |
| 2009-10 | £325,000 |
| 2008-09 | £312,000 |
| 2007-08 | £300,000 |
| 2006-07 | £285,000 |
| 2005-06 | £275,000 |
| 2004-05 | £263,000 |
Financial Calculators
Here you’ll find calculators for mortgages, inheritance tax, monthly and lump sum savings, school fees and pensions.
Please note, the following calculators are examples only and do not constitute financial advice. You should not base any decisions on the information they provide. You should always consult your financial adviser before making any important financial decisions. The value of any investment can go down as well as up and is never guaranteed.
- Mortgage Calculator
- Inheritance Tax Calculator
- Monthly Savings Calculator
- Lump Sum Savings Calculator
- School Fees Calculator
- Pension Calculator