SDLT - When Are You Exempt?

As a property buyer, it's important to be aware of the SDLT (Stamp Duty Land Tax) rules and when you're exempt from paying it. In this post, we'll take a closer look at the different exemptions which may help you.

SDLT - When Are You Exempt?

As a property buyer, it's important to be aware of the SDLT (Stamp Duty Land Tax) rules and when you're exempt from paying it. In this post, we'll take a closer look at the different exemptions which may help you.

What is SDLT?

Stamp duty land tax is a tax that is charged on property transactions in the United Kingdom. If you want to find out more details here. https://www.capextax.com/services/stamp-duty-land-tax/

When Are You Exempt?

There are a range of reasons why you might not have to pay SDLT. The main reason customers get in touch with us or SDLT refunds are when buyers are making a first time purchase.

There are also multiple other exemptions that mean you don't have to pay SDLT. They include any property that is left in a will, if no money or payment is exchanged, or if property is transferred because of divorce or a civil partnership dissolution.

You are also exempt from SDLT if you purchase a freehold property which costs less than £40,000 or you purchase a new lease of 7 years or more provided the premium is below £40,000. If the annual rent is below £1000 or you have purchased a property using alternative financial arrangements, you may have done this to comply with Sharia law.

First Time Buyers

From the 1st July 2021 first-time buyers are exempt from SDLT on properties worth up to £300,000. This exemption can save first-time buyers up to £5,000 on the purchase of their home. 

The SDLT exemption is available to first-time buyers who are buying a property to live in as their main residence.

 If the property you are purchasing is over £300,000 but less than £500,000 you will have to pay 5% SDLT on the remainder. If the property is over £500,000 you have to pay SDLT as usual.

If you purchased a property as a first time buyer but are not sure if you benefitted from first time buyer exemption or relief, you may qualify for a refund.

The experts at Cap Ex tax would be happy to talk to you to see if you qualify for a refund and can help you through the steps to claim your money back.

How to claim an SDLT exemption

Read our handy guide on how to claim SDLT exemption here.

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