Landlords Tax relief for expenses



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Transcription:

Landlords Tax relief for expenses

What are rental expenses? When a landlord rents out a property, they can have a deduction from their profits for any expenses which were incurred wholly and exclusively for the purpose of their rental business. The schedule included in this booklet can be used as a general guide to the most common expense categories, outlining what can be allowed as a deduction from profits for tax purposes. Any details of expenses incurred on a rental property must be provided with your tax return information to ensure that a deduction is made in the correct tax year.

Most common expenses The following list is a general guide to the most common types of rental property expenses that we see and is not an exhaustive list of deductible expenses. Advertising Expenses Expenses of advertising for new tenants should be allowable. For example, the cost of placing adverts in newspapers. However, a landlord cannot deduct the cost of permanent advertising, for example permanent signs for displaying vacancy details. Bad & Doubtful Debts Rental income is taxed on what is due and not what is actually received by the landlord. However, a deduction with regards to unpaid rent by a tenant is allowed in respect of: A debt which is clearly irrecoverable A doubtful debt to the extent it is estimated to be irrecoverable; the deduction is the full amount of the debt less any amount the taxpayer expects to recover

Cost of Common Parts The maintenance cost of a common area in a property consisting of several flats, for example a communal garden area or entrance hall, can be deducted as expenditure. Energy Saving Items A deduction is available for expenditure incurred up to 6 April 2019 on cavity wall or loft insulation, draught proofing, hot water and floor insulation. Without this specific provision, these items would be treated as a capital expense and so not deductible against rents. Fees for Loan Finance Costs incurred in obtaining loan finance for a rental business are generally deductible from the rental business profits, provided they relate wholly and exclusively to property let out on a commercial basis. These costs include loan fees, commissions, guarantee fees and fees in connection with the security of a loan. Insurance Premiums on insurance policies are allowable if paid for the purposes of the rental business e.g. contents insurance.

Interest Interest payable on loans used to buy land or property which is used in the rental business, or on loans to fund repairs, improvements or alterations, is deductible as an expense from the rental business income in the same way as other expenses. It should be noted that capital repayments or a loan or mortgage are not deductible against rents. Legal & Professional Costs Expenditure on professional fees of a revenue nature are deductible if they are incurred for the purposes of the rental business. For example, if fees are incurred on drawing up a lease of less than a year, then the associated costs are allowable. However, if drawing up a new lease of over a year, then the fees will not be deductible. Other examples of allowable legal and professional costs would be; McEwan Wallace costs of preparing the rental accounts, costs of obtaining a valuation for insurance purposes or the costs of evicting an unsatisfactory tenant. However if the fees are capital, meaning if they relate to a capital matter such as the purchases of property, they are not allowed against rents. Instead they are added to the cost of the property for capital gains purposes. Premiums Paid There are special rules to charge the lump sums (premiums) a landlord receives in connection with a lease they grant to a tenant. There is also a corresponding relief for the landlord where they paid a premium to their own landlord when he or she granted their lease, and they are subletting the property in their rental business. Advice should be sought where a premium is received or paid.

Cost of Providing a Service to Tenants The cost of a landlord providing additional services can be claimed as an allowable deduction of their rental business provided the receipts they earn from them are also included as part of their rental business income. This would cover items such as cleaning or gardening. Rates & Council Tax If the agreement specifies that the charges are to be borne by the landlord it will normally be acceptable to deduct: Rates on business premises Water rates and water service charges Council tax - although it is uncommon for the landlord to bear this cost Rent Collection The cost incurred from collecting rent from a tenant is deductible as an expense from the rental business income. This covers items such as management fees paid. Repairs Normal repairs to the let property should be deductible for tax purposes. This will cover the normal maintenance of the property such as broken windows, new locks and repairs to damages made by the tenant. Advice should be sought on larger repairs to ensure that the most tax effective treatment is obtained.

Travelling Expenses Reasonable costs of travelling between different properties solely for the purposes of the rental business are an allowable deduction in computing rental business profits. But the cost of travelling from home to the let property and back will only be allowable if the purpose in making the journey is exclusively a business one. Wear & Tear Allowances If you let out a furnished residential property, then you are not entitled to tax relief on furniture, fixtures or furnishings. However, you are entitled to claim a deduction for one of the following: A wear and tear allowance of 10% of the gross rents (less water rates if paid). This applies to all UK and properties in the European Economic Area OR The net cost of replacing a particular item of furniture but not the cost of the original this is called renewals Please note that the following notes are a guide only and specific advice should be sought when incurring expenses

For further information please contact Liz Elliott lelliott@mcwallace.co.uk Philippa Baker pbaker@mcwallace.co.uk T: 0151 647 6681 www.mcwallace.co.uk

68 Argyle Street, Birkenhead Wirral CH41 6AF T: +44(0) 151 647 6681 F: +44(0) 151 666 2115 E: enquiries@mcwallace.co.uk W: www.mcwallace.co.uk McEwan Wallace is the trading name of McEwan Wallace Limited. Company number 06893764. Company registered in England & Wales. Registered office 68 Argyle Street, Birkenhead, CH41 6AF.