Spring Budget: Child benefit tax rule changes announced

Spring Budget: Child benefit tax rule changes announced

One of the few surprises in the Spring Budget was the change affecting how child benefit is taxed for higher earners.

The high income child benefit charge (HICBC or ‘hicbic’) was introduced in January 2013 to reduce child benefit payments for higher earners. It was considered an arbitrary piece of legislation by some as the charge was triggered where one individual had income exceeding £50,000. A couple with income of £49,999 each were unaffected, but a single parent with income of £60,000 lost all their child benefit.

The £50,000 threshold, like so many trigger points in the tax regime, was not inflation-linked. What started out as a threshold originally £8,550 above the higher rate threshold had fallen to £270 below it by April 2021. As child benefit increased, so did the effective rate of clawback. For example, in 2023/24 someone with income of £56,000 and two children suffered a HICBC of 20.75% in addition to 40% income tax (42% in Scotland) on each extra £1 of income earned. The more children, the higher the HICBC rate.

This year’s March Budget made two significant changes for 2024/25:

  • The threshold was raised to £60,000. Had it been index-linked since 2013 it would have been about £68,500 by April 2024.

  • The income band over which child benefit is gradually reduced was doubled to £20,000, meaning that all benefit is now lost at £80,000 rather than £60,000. The doubling of the band also reduces the effective rate of HICBC – for two children it is now 11.06%.

If your – or your partner’s – income is between £60,000 and £80,000 and you stopped payment of child benefit to avoid the HICBC, you should now consider restarting payments, even though some HICBC will be payable. As child benefit can only be backdated by three months, prompt action is needed. To start the process go to the government website. At the same time, you should seek advice on your options for reducing taxable income (and thus the HICBC). These could include making pension contributions or rearranging investments.

Longer term, the Chancellor has said that HICBC would be made fairer by basing it on household income from April 2026. That change promises to be an administrative challenge, given independent taxation, but of course the Chancellor may also have changed in two years’ time.

Tax treatment varies according to individual circumstances and is subject to change.

Helping you negotiate the right divorce settlement

Why choose us?

  1. Peace of mind

    Our reports are solicitor and Family Court approved, so you can rest assured that we have everything under control when it comes to writing yours. We were one of the very first organisations to offer this service and have been providing Mortgage Capacity Assessments for over ten years. 

  2. Multiple options

    We offer different types of report for different stages in the divorce process and to meet your requirements. You can find out more about the different types of report available here. This enables you to choose the right option for you and your family, depending on the details of your financial separation.

  3. Speed & reliability

    Our Indicative Mortgage Capacity Assessment is generated instantly. The normal turnaround time for the completion of all other assessments is 5-10 working days. However, if your court date is imminent and you need your report urgently, there's an express service available. All of our reports are written by a qualified Mortgage Capacity expert.

  4. No hassle or hidden costs

    It's not uncommon to spend up to three hours with your bank only to be told they can’t lend or won’t lend until after your divorce. Our assessments take away the time, hassle and potential for inaccurate mortgage borrowing figures. We have fixed fees and there are no hidden costs to worry about.

Get my report

Our quick process

We make getting a Mortgage Capacity Report as simple as possible.

  • 1. Choose your package

    Decide which report is required/the most appropriate. You can discover our report types here and/or give us a call to discuss. When you're ready, choose your report.

  • 2. Work with our Mortgage Capacity Report experts

    We'll gather all the information we need to produce your report. You can find out more about our experience here.

  • 3. Wait up to 10 days

    Once payment has been made you'll receive your report within 10 working days. We offer an express service if your court date is imminent, and indicative assessments are produced instantly.

Get my report

Client feedback
Choose your package

Reports & pricing

  • Indicative

    Indicative Mortgage Capacity Assessment
    (first hearing)

    £149
  • FDR

    FDR Mortgage Capacity Assessment (Financial Dispute Resolution hearing)

    from £250
  • No Mortgage

    Single ‘No Mortgage’ Capacity Assessment 

    £149
     

Find out more

Get in touch

Enter your details *

  • Please type your full name.
  • Please type your mobile number.
  • Invalid email address.
  • Where are you in your divorce proceedings? *

    Please make a selection.
  • Do you need a report for just you, or for you and your ex-partner? *

    Please make a selection.
  • Please give brief explanation.

    Mortgage Capacity Assessments is a trading style of Simpson Financial Services Limited. I am happy for Simpson Financial Services to contact me via email with useful updates about relevant financial news and their products and services.

    By submitting your data on our website you are giving us permission to store your information under the GDPR legislation and contact you going forward. You can read our data policy at the bottom of our website.

Ask us a question

If you have any questions about our Mortgage Capacity Reports or want advice on which assessment is right for you, we'd be happy to help.

  • Phone us on 0800 6342 111

  • Email us on This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Connect with Natasha on LinkedIn