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Dividend "Tax Credits" explained

For those that are interested, here is an explanation of what a Dividend Tax Credit is and how this is used to calculate the tax owed on Dividends received.

If a company pays out a Dividend to a share holder of say £1,000 - this is known as a Net Dividend.  HMRC then adds a "tax credit" onto this to calculate the Gross Dividend.  The Net Dividend is always 90% of the Gross Dividend, so to calculate Gross from Net you divide Net by 0.9.  (£1000 / 0.9) = £1,111.11.

HMRC then writes off 10% of the tax due on the Gross Dividend (this is because the company has already paid corporation tax on its profits).  In this case 10% of £1,111.11 is £111.11.  So this amount of tax has effectively already been paid.

Let's say the shareholder's gross taxable income for the year is already over the £35,000 threshold - this means that they must pay 32.5% of the Gross dividend as tax.  32.5% of £1,111.11 is £361.11, however we can deduct from this the £111.11 Tax already accounted for:  £361.11 - £111.11 = £250.  So a total tax of £250 must be paid on the initial Net dividend of £1,000.  This works out nicely as 25% of the Net Dividend.

This link on HMRC's website provides further information.