Tax relief on partners’ personal expenses

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INTRODUCTION

If you are a partner in an LLP or partnership and incur expenses personally you may be able to deduct these from your taxable income and reduce your tax bill.

Here is a list of the main areas which we come across but if you buy anything for work and your firm does not reimburse you then let us know as you may be able to make a claim.

MOTOR RUNNING COSTS

If you have a car or motorbike which you use for work you can claim the business proportion of the running costs. This covers costs such as servicing, repairs, fuel, road fund licence, MOT, interest on finance leases and insurance.

Here’s an example for the tax year ending 5 April 2024

A partner buys a car in the year registered in 2023 worth £34,000 with CO2 emissions of between 1g/km and 50g/km and incurs running costs for the year of £2,800. He uses his car for business 40% of the time.

This partner can claim:

▪ for the cost of the car: £6,120 (18%* of £34,000) x 40% (business use) = £2,448

▪ for the running costs: £2,800 x 40% = £1,120

* This is a percentage based on emissions

A total claim of £3,568, saving tax of £1,606 if the partner pays tax at the additional rate (earning profits in excess of £125,140).

WORKING FROM HOME

If you work from home you can claim for the business use of your home telephone and broadband. You can also make a claim for other expenses for example electricity, gas, water, mortgage interest. This is called a ‘use of home as office’ claim and we can help you calculate this.

FUNDING OF CAPITAL

If you borrowed money to put capital into the LLP or partnership you can claim for the interest paid.

OTHER EXPENSES

If you have paid for any of the items below personally which you use for work you can claim tax relief on the cost:

▪ Home computer

▪ Bike

▪ Professional books and journals

▪ Subscriptions

▪ Stationery

▪ Pilot cases, bags

▪ Training courses

patricia.kinahan@hazlewoods.co.uk 01242 237661 www.hazlewoods.co.uk This newsletter has been prepared as a guide to topics of current financial business interests. We strongly recommend you take professional advice before making decisions on matters discussed here. No responsibility for any loss to any person acting as a result of the material can be accepted by us. Hazlewoods LLP is a Limited Liability Partnership registered in England and Wales with number OC311817. Registered office: Staverton Court, Staverton, Cheltenham, Glos, GL51 0UX. A list of LLP partners is available for inspection at each office. Hazlewoods LLP is registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales. ANDY HARRIS Partner andrew.harris@hazlewoods.co.uk JON CARTWRIGHT
jon.cartwright@hazlewoods.co.uk IAN JOHNSON AssociatePartner ian.johnson@hazlewoods.co.uk WHAT CAN YOU CLAIM?
PATRICIA KINAHAN Partner
Partner
expenses 2023
Tax relief on partners’ personal

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