EIM03129 - Removal or transfer costs: relocation companies: management fees: example

Part 4 Chapter 7 ITEPA 2003

A relocation package provides an all-inclusive service with a fixed management fee of 拢1,500.

Service provided Amount
Legal fees 拢1,500
Estate agent鈥檚 fees 拢1,500
Removal costs 拢500
Loan interest 拢2,500
Counselling 拢1,500
Total 拢7,500

Only 拢6,000 is exempt as the costs of counselling do not qualify for exemption.

The proportion of the management fee that qualifies for exemption is (拢1,500 梅 拢7,500) 脳 拢6,000 = 拢1,200.

The amount chargeable to tax will be:

Cost of services provided 拢7,500
Management fees 拢1,500
拢9,000
Less exempt expenses and benefits 拢6,000
and exempt management fees 拢1,200 拢7,200
Taxable expenses and benefits 拢1,800