Lambert Roper & Horsfield Limited Accountants Calderdale, Huddersfield
Business Services

Most businesses are very good at providing the products and services that their customers need – but running a business involves much more than that.

Click here to find out more...

Private Clients

The financial world is a complicated place and there are times when you’ll need some expert help.

Click here to find out more...

Wealth Management

When it comes to your finances, taking time out to seek expert advice is always a wise investment.

Click here to find out more...

Specialist Services

We also provide specialist services to a range of other clients.

Click here to find out more...

You are here: Home » Press Releases » Where giving to charity is a win-win situation

Where giving to charity is a win-win situation


Halifax accountants Lambert, Roper and Horsfield are advising tax payers to take advantage of the government’s Gift Aid system, where donors are invited to tick a box confirming that they are a UK taxpayer, allowing the charity to claim back a 25p tax credit for every £1 donated.

Director David Roper said: “This has provided a welcome boost for many good causes, but there is an additional benefit for higher-rate taxpayers, who can claim higher-rate tax relief (currently 40% minus the basic rate of 20%) on their gifts by entering any donations made over the course of the tax year in the ‘gift aid’ box on their self-assessment tax return.

“Therefore anyone who is set to be caught by the new 50% tax rate, or the withdrawal of personal allowances from April next year could benefit from holding back any donations, where possible, until the tax can be reclaimed at the increased rate.

“An additional benefit comes from charities which offer products with Gift Aid in mind, such as the National Trust’s gift aid membership scheme – the tax rebate allowed on a family membership at £105 would certainly be worthwhile for anyone who makes regular visits to the organisation’s properties.”

The tax relief does not just apply to cash donations, and can also be claimed on physical gifts, such as donations of unwanted items such as clothes, DVDs or CDs to a charity shop. If the shop records the gifts in the taxpayer’s name, the charity can claim the extra 25% and the donor, if a higher-rate taxpayer, can claim tax relief on the value of the gift, in the same way that they would with a cash donation.

For more information please contact 01422 360788.

The New LRH Client Portal


We are delighted to announce that the LRH client portal (powered by Onvio, a Thomson Reuters company) is now fully operational… Continue reading →

Get in touch!


Telephone: 01422 360788

Email: mail@lrh.co.uk