The Budget - BADR/Entrepreneurs Relief

The Budget - BADR/Entrepreneurs Relief

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fellatthefirst

Original Poster:

595 posts

162 months

Wednesday 30th October
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I am looking to sell my business next year so have been watching this budget with a keen eye.

I noted that higher rate capital gains tax is increasing to 24% which will hit me but it says the Business Asset Disposal Relief (BADR) will remain at 10% this year, before rising to 14% on 6 April 2025 and 18% from 6 April 2026-27.

So am i right in thinking that come April next year, i will get relief of 14% from the 24% capital gains tax, leaving a 10% tax bill?

TownIdiot

1,591 posts

6 months

Wednesday 30th October
quotequote all
The rate of tax paid is currently 10%.
And will rise to 14% then 18%


Richonenope

25 posts

46 months

Wednesday 30th October
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It would leave a 14% tax bill as I read it.

PoorCarCollector

126 posts

27 months

Wednesday 30th October
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Yep, it's a set rate, not a discount from CGT. So 10% now, 14% from April 25 then 18% from April 26. Ouch!

I just posted pretty much the same before I spotted your thread

fellatthefirst

Original Poster:

595 posts

162 months

Wednesday 30th October
quotequote all
TownIdiot said:
The rate of tax paid is currently 10%.
And will rise to 14% then 18%
I believe this is the "relief" not tax?

TownIdiot

1,591 posts

6 months

Wednesday 30th October
quotequote all
fellatthefirst said:
I believe this is the "relief" not tax?
No it's just what they've called it.
It's the rate of tax paid.

Maybe the relief refers to completing the transaction and getting out of the business.

fellatthefirst

Original Poster:

595 posts

162 months

Wednesday 30th October
quotequote all
TownIdiot said:
No it's just what they've called it.
It's the rate of tax paid.

Maybe the relief refers to completing the transaction and getting out of the business.
Ah right, thanks for explaining. So in basic terms..

Now: £1mill sale at 10% = £100k tax bill
April 25: £1mill sale at 14% = £140k tax bill
April 26: £1mill sale at 18% = £180k tax bill

I think this is what the other person mentioned on the other thread.

TownIdiot

1,591 posts

6 months

Wednesday 30th October
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Yes but it's based on the gain not the same price.
And you also get your personal allowance - pretty minimal these days.

PoorCarCollector

126 posts

27 months

Wednesday 30th October
quotequote all
fellatthefirst said:
Ah right, thanks for explaining. So in basic terms..

Now: £1mill sale at 10% = £100k tax bill
April 25: £1mill sale at 14% = £140k tax bill
April 26: £1mill sale at 18% = £180k tax bill

I think this is what the other person mentioned on the other thread.
Yep, this is the figures I calculated on the other thread. As mentioned, it's only the 'profit' that's taxed, not the sale amount and less any (tiny) personal CGT allowance

rainmaker2

30 posts

7 months

Wednesday 30th October
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Also watching this. When selling just have to focus on the net returns and conveying to buyer that it’s only worth it if you can achieve x net return. I think it will push price of exits up, but not fully compensate.

PoorCarCollector

126 posts

27 months

Wednesday 30th October
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If using an MVL, rather than selling, does anyone on here know if the date of withdrawal of the company funds to your own account is the date that applies for BADR tax purposes, or is it the date that the company is liquidated, or some other date? I know the full process can take many months

M1AGM

2,776 posts

39 months

Thursday 31st October
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It’ll be interesting to see how this affects business over the next few months. We’ve been approached a number of times about selling, so will the CGT increase push more businesses on to the market to beat the deadline, reducing valuations by making it a buyers market, or will multiples increase to offset the tax bills? I am guessing the former. Perhaps a good time to be buying?

TownIdiot

1,591 posts

6 months

Thursday 31st October
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M1AGM said:
It’ll be interesting to see how this affects business over the next few months. We’ve been approached a number of times about selling, so will the CGT increase push more businesses on to the market to beat the deadline, reducing valuations by making it a buyers market, or will multiples increase to offset the tax bills? I am guessing the former. Perhaps a good time to be buying?
There will be some stats out there somewhere - this has been increased and decreased over the years so I'd imagine that someone will do the analysis in the coming days.

Personally I am not sure it makes *that* much difference, but then I am pretty sanguine over stuff like that anyway.

JimmyConwayNW

3,127 posts

132 months

Thursday 31st October
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If you sell a company can you open an overseas account be paid to that and move to another country for 12 months+?

Would that work as a way around exiting a company. If going to have to pay £180k and nothing to show for it may aswell blow up to £180k and have a good time rather than handover to government.

Sounds to simple probably plenty of reasons why this cant happen.

TownIdiot

1,591 posts

6 months

Thursday 31st October
quotequote all
JimmyConwayNW said:
If you sell a company can you open an overseas account be paid to that and move to another country for 12 months+?

Would that work as a way around exiting a company. If going to have to pay £180k and nothing to show for it may aswell blow up to £180k and have a good time rather than handover to government.

Sounds to simple probably plenty of reasons why this cant happen.
There are ways of becoming tax resident in another country for sure. It's a bit more complicated than just not being in the UK when the transaction goes through.

Tebbers

372 posts

158 months

Thursday 31st October
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JimmyConwayNW said:
If you sell a company can you open an overseas account be paid to that and move to another country for 12 months+?

Would that work as a way around exiting a company. If going to have to pay £180k and nothing to show for it may aswell blow up to £180k and have a good time rather than handover to government.

Sounds to simple probably plenty of reasons why this cant happen.
Yes, but it needs to be five years not one year.

Somewhatfoolish

4,650 posts

193 months

Saturday 2nd November
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Presumably this applies to my EMI shares as well?

M1AGM

2,776 posts

39 months

Saturday 2nd November
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Somewhatfoolish said:
Presumably this applies to my EMI shares as well?
If you take up the option I dont see why not, shares are shares.


Somewhatfoolish

4,650 posts

193 months

Saturday 2nd November
quotequote all
M1AGM said:
Somewhatfoolish said:
Presumably this applies to my EMI shares as well?
If you take up the option I dont see why not, shares are shares.
Sucks a bit cuz gonna cost me... lots... but I am still not regretting voting Labour. Tories needed to have sanity kicked into them.

GingerMunky

1,188 posts

264 months

Saturday 9th November
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fellatthefirst said:
I am looking to sell my business next year so have been watching this budget with a keen eye.
Consider selling into an Employee Ownership Trust EOT. I have recently helped a business through that process and I would recommend Postlethwaite Solicitors.

One of the key benefits is 0% CGT for qualifying sales to EOT. I expected we will see more of these over the next few years as a result of the recent changes in the budget.