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Changes to the personal income tax system over the last 10 years

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WRITTEN QUESTION TO THE MINISTER FOR TREASURY AND RESOURCES BY THE DEPUTY OF ST. JOHN

ANSWER TO BE TABLED ON TUESDAY 17th NOVEMBER 2015

Question

Could the Minister provide details relating to changes made to the personal income tax system (in a table format) over the last ten years and set out whether revenue has been lost or gained through the actions taken?

Answer

The information provided below relates to the personal income tax system only. It does not include:

  • changes to company income tax;
  • changes made to other taxes, such as GST, stamp duty or impôts;
  • administrative changes, such as changes in the powers given to the Comptroller of Taxes to administer the personal income tax system;
  • changes to the tax rules applying to pension schemes and payments from pension schemes

The answer has been prepared on the basis that the loss' or gain' is from the perspective of the States' general revenues, rather than the taxpayer. In identifying whether there has been a loss' or gain' to general revenues this has been determined on a nominal basis rather than by comparison to any income or inflation forecast.

NOTE: some changes are revenue protection/neutral.

 

Budget

Change

Revenue impact

2015[1]

Increase exemption thresholds

Loss

 

Double taxation provisions for marginal rate taxpayers

Loss

 

Cap mortgage interest tax relief

Gain

 

 

 

2014

Increase exemption thresholds

Loss

 

Reduction in the marginal rate

Loss

 

Higher education child allowance extended for marginal rate taxpayers

Loss

 

Remove restriction to child allowance by reference to child's earned income

Loss

 

Increase age of entitlement to age enhanced exemption threshold

Gain

 

Transitional rules for High Value Residents

Protection/neutral

 

Reduce minimum charitable lump sum donation to £50

Loss

 

 

 

2013

Increase exemption thresholds

Loss

 

Removal of tax relief for life assurance premiums

Gain

 

Introduce personal service companies legislation

Protection

 

Introduce distribution' rules

Protection/neutral

 

 

 

 

 

2012

Increase exemption thresholds

Loss

 

Increase child care tax relief

Loss

 

Reduce tax relief on pension contributions of higher earners

Gain

 

Reduce the level of tax free termination payments

Gain

 

Remove the deemed distribution rules (agreed outside of the Budget)

Deferral

 

 

 

2011

Increase exemption thresholds

Loss

 

Amend deemed distribution rules

Protection/neutral

 

Amend the High Value Resident tax regime (agreed outside of the Budget)

 

 

 

 

2010

Amend deemed distribution rules

Protection/neutral

 

 

 

2009

Increase exemption thresholds

Loss

 

Extend child care tax relief to accredited nannies

Loss

 

Extend tax relief for pension contributions

Loss

 

Remove restriction of higher child allowance for income earned by the child after graduation

Loss

 

 

 

2008

Increase income tax exemption thresholds

Loss

 

Increase child allowances

Loss

 

Introduce deemed distribution rules (agreed outside of the Budget)

Protection/neutral

 

 

 

2007

Increase income tax exemption thresholds

Loss

 

Withdrawal of allowances through 20-means-20' (agreed outside of the Budget)

Gain