Tax relief: Can I receive on my charitable donations?

There are a lot of fantastic and worthwhile charities that are in need to vital help and support. Given the current economic conditions in the UK, this is especially true. Companies, sole traders, partnerships, and individuals making qualifying charitable donations may qualify for additional tax relief.

What are ‘Qualifying Charitable Donations’?

Tax relief for donations are generally only available for those made to qualifying registered charities.

A qualifying registered charity in the UK is registered with the Charity Commission and established for charitable purposes. Charities registered in the EU, Norway, Iceland or Liechtenstein are also qualifying charities.

This does mean unfortunately, any charitable donations made to charities registered outside these locations will not usually qualify for tax relief.

Limited Company

Companies can obtain corporation tax relief for qualifying payments or certain assets transferred to charities under the qualifying charitable donations regime. The value of the donation can be deducted from your company profits before paying Corporation Tax.

What can companies donate?

  1. Cash
  2. Equipment
  3. Trading stock
  4. Land, Shares or Property

Individuals and Partnerships

Individuals and partnerships can also make donations to charity, however the tax relief differs slightly to that of a limited company. Donations will not be classified as a business expense, therefore cannot be used to reduce your sole trader or partnership profits.

However, this does not mean relief is lost. Donating through Gift Aid means charities and community amateur sports clubs (CASCs) can claim an extra 25p for every £1 you give. It does not cost you anything extra, but you must be a UK taxpayer to qualify. You will also need to make a Gift Aid declaration for the charity for this to be an eligible claim.

Higher and Additional Rate Taxpayer Relief

If you are liable to income tax at the higher rate or additional rate, additional tax relief is available. This is done by extending the basic rate band and increasing the higher rate limit by the amount of the grossed-up Gift Aid donation. This will mean more of your income is taxed at the lower rates of tax saving you money on your donated amounts.

Additional Assistance

Looking for further support or advice on the tax implications of making donations to charities? Please get in touch with your usual Starbox contact. Alternatively, use our contact form where our friendly and experienced team will be more than happy to assist you.