Matilda Mawson (Bury St Edmunds)

Matilda joined Whiting and Partners in July 2018 relocating her family from West Mersea to the nearby Stowmarket. She is a technician in the Tax team in Bury St Edmunds working primarily on Private Tax clients. Matilda completed a degree in 2016 at the University of Essex before joining a top 40 firm on a graduate scheme. She comes from a mixed background of medical and personal taxation. Outside of work Matilda enjoys spend time with her daughter and hunting for bargains at local vintage clothes fairs.

Specialisms

Tax

My Latest Blogs

Matilda Mawson

4th September 2019 Don’t forget to register for self-assessment by 5 October!

The deadline to register for self-assessment, to enable you to complete a 2018/19 tax return, is 5 October 2019. You may be required to complete a tax return for a number of reasons, some examples are outlined below: You have a sole trade and earn more than £1,000 You are a partner in a business…

Matilda Mawson

19th July 2019 Changes to Entrepreneurs Relief from 6 April 2019

Entrepreneurs’ relief allows a reduced rate of capital gains tax on disposals of all or part of your business assets. The reduced tax rate is 10% on up to £10 million of lifetime gains. There have been a number of significant changes to entrepreneurs’ relief in the last year, tightening the rules on qualifying conditions…

Matilda Mawson

20th May 2019 Property allowance considerations: Joint properties held in unequal proportions

The property allowance was introduced on 5 April 2017, allowing a flat rate deduction of £1,000 to be claimed against property income, in lieu of keeping detailed records of expenses. This however, raises the question as to whether individuals renting out a joint property are required to make the same claim as one another. In…

Matilda Mawson

16th May 2019 2019/20 Changes to Personal Tax and How It Could Save You Money

With the new tax year in full swing, we set out below some of the changes to various allowances and tax bands that affect how much tax you are paying: The personal allowance (the amount you can earn before you begin paying tax) has increased from £11,850 to £12,500. The basic rate tax band has…

Matilda Mawson

10th April 2019 Has your claim for marriage allowance transfer been refused?

HMRC have recently attempted to remove a marriage allowance transfer for a couple, where the transferor had less than the 10% personal allowance unused. This treatment is incorrect as outlined below: Background to the transfer The marriage allowance transfer was introduced from 5 April 2015 onwards and allows a person to transfer 10%…

Matilda Mawson

11th December 2018 Don’t let your tax bill get you down – file your return before 30 December and spread the payment over a year!

With the festive period looming, completing self-assessment tax returns are the least of most people’s worries, however, if you are employed or receiving a pension and have tax deducted at source by your employer there is a benefit to filing your return before Christmas! If your return is filed before 30 December 2018 you can…

Matilda Mawson

30th November 2018 Don’t duck out on your filing obligations – check if you need to complete a self-assessment tax return before it’s too late!

There are now only 62 days before the tax return filing deadline of 31 January 2019. Not sure if you need to file a tax return? HMRC have released a new questionnaire that only takes a few minutes and will check whether any of your income or gains will require you to submit a return.…

Matilda Mawson

16th November 2018 New Year, New….. Tax Return

There are only 76 days until the self-assessment tax return deadline of 31 January 2019. If your return is not filed by this date an automatic £100 penalty will be applied. With the festive season on the horizon it’s easy to push the tax return deadline to the back of your mind, however don’t…

Matilda Mawson

26th October 2018 HMRC or not HMRC? – That is the question

Following a conversation with HM Revenue and Customs this morning we have been made aware that an unknown person has gained access to one of HMRC’s outgoing phone lines and is making hoax calls from this number. HMRC will always have a record of any calls made to an individual detailing the department trying to…

Matilda Mawson

5th October 2018 Have you elected not to claim child benefit?

You may wish to consider the implication this could have on your state pension in later life. Following the introduction of the high income child benefit charge in January 2013 many new parents have decided not to make a claim for child benefit as their individual income is well above the threshold to be fully…

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Matilda Mawson (Bury St Edmunds)

Specialisms