Corporation tax rates and marginal relief

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Rates of Corporation Tax

The corporation tax rate applicable before April 2023, was a flat 19%. 

From April 2023 the rates of corporation tax are as follows:

Companies with profits under £50,000 = 19%

Companies with profits over £250,000 = 25%

Companies with profits exceeding £50,000 but not exceeding £250,000 = marginal relief. The marginal relief calculation is complicated (you can find it below if you’re interested), but broadly the marginal rate of tax (for the amount of profits between £50k and £250k) is 26.5%

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The Marginal Relief calc…. Strap yourself in. Its going to get techy…

Step 1

Determine whether taxable profits exceed £50k but do not exceed £250k. Let’s say taxable profits are £90k in this example. 

Step 2

Calculate the Corporation Tax due on taxable profits at the main (or higher) rate of tax first (so 25% * £90k) = £22,500

 

Step 3

Reduce the corporation tax calculated in Step 2 by the amount of marginal relief available using the following formula (ready….?)

(F x (U – A)) x (N ÷ A)

Where:

F = the standard marginal relief fraction (set by Parliament for each financial year) – from April 2023 this fraction is 3/200

U = the upper limit – so £250k* note that this is reduced pro rata for the number of associated companies, so any group companies. Eg for a holding company with one subsidiary there are two group companies, so we divide the upper limit by 2

A =  the total Augmented profits (we told you it was going to get techy) – which is taxable profits plus any dividends received from non 51% subsidiary companies; and

N =  the total taxable profits

So, in this example, lets assume we are dealing with a stand alone entity (no associated companies) that is in receipt of an £8k dividend from a non group company, making augmented profits £98k.

Applying the group relief formula above to our example we get:

(3/200 x (250,000 – 98,000)) x (90,000 ÷ 98000) = 2,094

Step 4

Work out total Corporation Tax payable

Total tax payable = £22,500 (calculated in step 2 ) less marginal relief £2,094 (calculated in step 3) = £20,406.

 

But obviously….  You could just let TaxGem™ deal with all that!

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Leave it to us!

Let us deal with the complicated calculations, and you focus on your business.