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Martin Lewis Says Higher-Rate Taxpayers Can Reclaim Extra Tax on Gift Aid

Lewis highlights a simple way for taxpayers to secure personal relief on eligible donations through self-assessment.

Overview

  • Gift Aid lets charities reclaim basic-rate income tax, effectively boosting donations by 20%.
  • People taxed at 40% on income above £50,270 in England, Wales and Northern Ireland can reclaim the additional 20% via their self-assessment return.
  • The reclaim is capped by how much tax the donor actually paid at the higher rate, as Lewis stressed.
  • Additional-rate taxpayers paying 45% can reclaim 25% on Gift Aid donations.
  • Lewis urged donors to record Gift Aid gifts on their tax returns or give details to whoever files, noting an example where a £133 donation yields £166 for the charity and a £33 reclaim, costing the donor £100.