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Tax Relief on Self Funded Study

rachelandgromit
Posts: 826 Forumite
Hi
Hope someone can help. I work in a Managers position in Public Services, I've done all the training provided to me however none of it directly relates to Management and specifically the knowledge I need to do my job. Last September I enrolled on a CIPD course, L5 in Human Resource Mgt, one night a week at a cost of just under £2k, in addition CIPD membership and books. Am I able to get tax relief, I can't seem to find the answer anywhere and after 32 minutes in a queue to HMRC yesterday I gave up. In the meantime if anyone can help I'd apprechiate it.
Thanks,
Rachel
Hope someone can help. I work in a Managers position in Public Services, I've done all the training provided to me however none of it directly relates to Management and specifically the knowledge I need to do my job. Last September I enrolled on a CIPD course, L5 in Human Resource Mgt, one night a week at a cost of just under £2k, in addition CIPD membership and books. Am I able to get tax relief, I can't seem to find the answer anywhere and after 32 minutes in a queue to HMRC yesterday I gave up. In the meantime if anyone can help I'd apprechiate it.
Thanks,
Rachel
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Comments
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rachelandgromit wrote: »Hi
Hope someone can help. I work in a Managers position in Public Services, I've done all the training provided to me however none of it directly relates to Management and specifically the knowledge I need to do my job. Last September I enrolled on a CIPD course, L5 in Human Resource Mgt, one night a week at a cost of just under £2k, in addition CIPD membership and books. Am I able to get tax relief, I can't seem to find the answer anywhere and after 32 minutes in a queue to HMRC yesterday I gave up. In the meantime if anyone can help I'd apprechiate it.
Thanks,
Rachel
Short answer is no.
Your employer could claim the cost as a deductible expense, but you can't. When you do finally qualify though, you'll get tax relief on your annual subscriptions.
Sorry to be the bearer of bad news!0 -
Oh that's a shame, my mum and dad's accountant suggested it to me so I thought I might be on to a winner. Well at least I can get tax relief on CIPD membership once I qualify, that's something! How would I do this?0
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rachelandgromit wrote: »Oh that's a shame, my mum and dad's accountant suggested it to me so I thought I might be on to a winner. Well at least I can get tax relief on CIPD membership once I qualify, that's something! How would I do this?
A simple letter to HMRC - they'll adjust your tax code accordingly.
There's a list of professional subs eligible for membership kicking about somewhere [Edit: here you are. http://www.hmrc.gov.uk/list3/list3-p.pdf]
The cost of initial training is always ineligible for relief, except where you're training your own employees. There's a reason why most people try to find corporate sponsorship!0 -
Value-for-money-for-me-puhleeze!
"No man is worth, crawling on the earth"- adapted from Bob Crewe and Bob Gaudio
Hope is not a strategy...A child is for life, not just 18 years....Don't get me started on the NHS, because you won't win...I love chaz-ing!
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Thanks so much! You have saved me a phonecall.
PS - I'm not self employed, I work in the civil service.0 -
VfM4meplse wrote: »But if the OP was self-employed, the answer would be yes?
No. Update training deductible, initial training to learn new skill, no.0 -
rachelandgromit wrote: »Thanks so much! You have saved me a phonecall.
Not at all. I know how long the queues are on the public helplines.
PS Good luck. Professional training is such a long hard slog, but it will be worth it in the end!0 -
your mum and dad need a new 'accountant'.Cash not ash from January 2nd 2011: £2565.:j
OU student: A103 , A215 , A316 all done. Currently A230 all leading to an English Literature degree.
Any advice given is as an individual, not as a representative of my firm.0 -
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Just to be clear...
I don't know what HMRC's definition of 'qualified' is. But this might help the OP:
* The L5 qual will give you a qualification, but not professional membership
* To get professional membership you need to 'upgrade' to Associate membership after you complete your qual
You pay your subscription regardless of whether or not you are a professional member with the CIPD, and doing a qualification doesn't give you professional membership either. (Ie, you're paying to be a student now, and you'll still be a student when you finish - until you go through the upgrade process.)
So, I would argue that your current £130 subscription is either eligible for tax relief from now (before you 'qualify') , or it won't be eligible until you upgrade.
My point is that doing the qualification itself makes no difference from a CIPD perspective in terms of being 'qualified'. So I'd check out how HMRC see it and try for the tax relief with your company now.
HTH
KiKi' <-- See that? It's called an apostrophe. It does not mean "hey, look out, here comes an S".0
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