SPRING BUDGET 2023 – CAPITAL ALLOWANCE CHANGES

5th May 2023

This information is issued as of 5 May 2023. Please always check the HMRC website to ensure this information is still up-to-date.

From April 2023 until the end of March 2026, companies can claim 100% capital allowances on qualifying plant and machinery investments. More details can be found below and on the HMRC website.

Full Expensing (FE)

  • This replaces the super-deduction which ends on 31 March 2023, and comes into effect for three years from 1 April 2023. It is only eligible to companies and allows taxpayers to claim 100% of the cost of qualifying main/general pool expenditure from their profits.
  • It allows companies to deduct the 100% cost against profits in the tax return for the financial period expenditure.
  • It is claimable in respect of expenditure qualifying as main/special rate pool only.
  • If a company is paying the new tax rate of 25% this will result in a saving of 25p for every £1 spent (or 19p for every £1 spent for companies with profits under £50,000).

The 50% first-year allowance (FYA)

  • It is only eligible to companies in respect of qualifying expenditures classed as special rate assets. Taxpayers can deduct 50% of the cost from their profits before tax in the year of purchase.
  • After the 50% deduction in the first year, the remaining 50% balance will then be written down as writing down allowances at the current annual rate of 6%.

Annual Investment Allowance (AIA)

  • The Annual Investment Allowance (AIA) remains, providing 100% first year relief for plant and machinery investments up to £1 million. This is available for all businesses including unincorporated businesses and most partnerships.

Disposals

  • If a company sells an asset on which it has claimed either full expensing or the 50% first-year allowance, there are special disposal rules which apply.
  • For the disposal of an asset on which a company has claimed full expensing, the company will be required to bring in an immediate balancing charge equal to 100% of the disposal value.
  • For the disposal of an asset on which a company has claimed the 50% first-year allowance, the company will be required to bring in a balancing charge equal to 50% of the disposal value. The remaining balance of 50% is treated in the normal way so is deducted from the special rate pool balance.

 

PEAC Solutions does not give tax or accounting advice. You should seek your own independent professional advice before entering into a transaction or applying any particular accounting treatment to your business or assets.