Flint Bishop

Benefits shake up could lead to fairer income tax

PKF Accountants & business advisers says that some good could come from cutting state benefits if the cuts are part of a package that is balanced by changes that make the income tax system fairer for all.

Responding to the public outcry over the potential unfairness of the proposed changes to child benefit, the Prime Minister has suggested that the benefit losses of some families with stay-at-home parents could be partly offset by allowing the personal tax allowance to be transferred between spouses.

Sarah Moss, Partner of Private Client Tax Services at PKF, comments: "The personal allowance of a non-working spouse or partner cannot currently be transferred to a family's main breadwinner. For families in this situation who have the capital to do it, it clearly makes sense to arrange investment assets so that income is received by the non-working spouse or partner. For example, business owners might gift shares to a spouse on which dividends can be paid. But other families where the main earner is an employee just lose out. The tax system would be much fairer if the personal allowance could simply be transferred to the working spouse or partner through their tax code - even if this relaxation only gave the transferee tax relief at basic rate, to keep down the cost to the Treasury."

The Government's initial child benefit proposals only included partial means testing: if either parent has annual income in excess of £44,000 the benefit would be lost but, if both parents have an income of £43,000, the full benefit is to be available. Critics have pointed out that this will disadvantage families where the parents have unequal income and calls for fairer means testing rules have already begun.

Sarah Moss said "This seems to be just the start of a long process. I would not be too surprised if the Government eventually gives in to public pressure for 'fairness' by moving child benefit to full means testing. HMRC already administers the means tested tax credits system so applying this to child benefit may be possible by 2013. It is not entirely unthinkable that the two may in this timescale be fully integrated. But if we end up with HMRC being used as the clearing house to calculate and pay out all means tested state benefits, there are bound to be practical problems - we all know HMRC's record when it comes to IT systems.

"The cuts to child benefit may initially have been sold as a way to reduce the Government deficit, but if all they actually deliver is savings to fund a system of transferrable personal allowances for families, at least that would produce a fairer tax system."

For more information about PKF, please visit their website here: www.pkf.co.uk 

 

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Article published by Midlands Business News on 8 October, 2010

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