The Finance (No. 2) Bill 2025-26 was published on 4 December 2025 and received Royal Assent on 18 March 2026 to become Finance Act 2026. This is a summary of its contents, which includes legislation for the new 40% First Year Allowance, the registration of tax advisers, and the reform of Agricultural Property Relief and Business Property Relief.

The full Act, and its explanatory notes, are available here.  

PART 1

INCOME TAX, CAPITAL GAINS TAX AND CORPORATE TAXES

Income tax charge, rates and allowances

1 Income tax charge for tax year 2026-27 

2 Main rates of income tax for tax year 2026-27 

3 Default and savings rates of income tax for tax year 2026-27 

4 Increase in dividend ordinary and upper rates 

5 Savings rates of income tax for tax year 2027-28 

6 New rates of income tax on property income 

7 Property rates of income tax for tax year 2027-28 

8 Scottish and Welsh property rates set by Scottish Parliament and Senedd 

9 Freezing starting rate limit for savings for tax years 2026-27 to 2030-31 

10 Basic rate limit and personal allowance for tax years 2028-29 to 2030-31 

Corporation tax charge and rates 

11 Charge and main rate for financial year 2027 

12 Standard small profits rate and fraction for financial year 2027 

Employee reliefs 

13 Enterprise management incentives: thresholds and period for exercise 

14 Enterprise investment scheme: increase in amounts and asset requirements 

15 Venture capital trusts: rate of relief and amounts and asset requirements 

16 CSOP schemes and EMI: PISCES shares 

Employment income relating to cars etc 

17 Employee car and van ownership schemes 

18 Car or van made available on arm’s length terms 

19 CO2 emissions figure for certain cars with an electric range figure 

Other employment income 

20 Employment income: miscellaneous exemptions 

21 Disallowing deduction from earnings for additional household expenses 

22 Payment for cancelled shifts etc. 

23 Location of duties of employment where duties not performed 

24 Umbrella companies 

25 Loan charge settlement scheme 

26 Loan charge settlement scheme: inheritance tax 

27 Loan charge settlement scheme: supplementary 

Capital allowances and other reliefs for businesses 

28 Main rate of writing-down allowances for expenditure on plant or machinery 

29 First-year allowance for main rate expenditure on plant or machinery 

30 Expenditure on zero-emission cars and electric vehicle charging points 

31 Payments for surrender of expenditure credits 

32 Transition from video games tax relief 

33 Special credit for visual effects 

34 R&D undertaken abroad: Chapter 2 relief only 

Chargeable gains 

35 Restriction of relief on disposals to employee-ownership trusts 

36 Anti-avoidance: collective investment scheme reconstructions 

37 Anti-avoidance: company reconstructions 

38 Anti-avoidance: reconstructions involving transfer of business 

39 Incorporation relief: requirement to claim 

40 Non-residents: cell companies 

41 Non-residents: double taxation relief relating to collective investment vehicles 

Non-UK residents etc 

42 Abolition of notional tax credit on distributions received by non-UK residents 

43 Non-resident, and previously non-domiciled individuals 

44 Trust protections etc: minor amendments and transitional protection 

45 PAYE for treaty non-residents etc. 

Other international matters 

46 Unassessed transfer pricing profits 

47 Transfer pricing reform 

48 International controlled transactions 

49 Permanent establishments 

50 Pillar two 

51 Controlled foreign companies: interest on reversal of state aid recovery 

52 Offshore income gains

53 Offshore income gains: savings

Charities 

54 Legacies to charities to be within scope of tax 

55 Approved charitable investments: purpose test 

56 Tainted charity donations: replacement of purpose test with outcome test 

Miscellaneous 

57 Winter fuel payment charge 

58 Carried interest 

59 Pensions: abolition of the lifetime allowance charge 

60 Collective money purchase schemes and Master Trust schemes 

61 Corporate interest restriction: reporting companies 

62 Corporate interest restriction: capital expenditure and tax-EBITDA calculation 

63 Avoidance schemes involving certain non-derecognition liabilities 

64 Energy (oil and gas) profits levy: decommissioning relief agreements 

PART 2

INHERITANCE TAX

Agricultural property relief and business property relief 

65 Agricultural property relief and business property relief etc 

Pension interests 

66 Tax to be charged on certain pension interests 

67 Liability for tax on pension interests 

68 Withholding of benefits and payment of tax by pension scheme administrator 

69 Connected amendments to IHTA 1984 

70 Connected amendments to income tax rules 

71 Commencement of sections 66 to 70 

Freeze of nil rate band etc 

72 Rate bands etc for tax year 2030-31 

Provision relating to new regime in FA 2025 

73 Relevant property: disapplication of exemptions from exit charges 

74 Relevant property: cap on charges for pre-30 October 2024 excluded property 

75 Foreign diplomats etc: periods of UK residence to be disregarded 

76 Minor corrections 

Infected blood compensation payments 

77 Power to make provision about infected blood compensation payments 

Gifts to charities and registered clubs 

78 Scope of exemption for gifts to charities and registered clubs 

79 Section 78: transitional protection for existing interests in possession 

PART 3

OTHER EXISTING TAXES

Value added tax and insurance premium tax 

80 Zero-rating of leases of vehicles to recipients of disability benefits 

81 Insurance premium tax relief limited to adapted vehicles 

82 Private hire vehicles or taxis 

83 Certain charitable donations not to be treated as supplies of goods 

84 Refunds of VAT to combined county authorities 

Stamp duty reserve tax 

85 UK listing relief 

Gambling duties 

86 Rate of remote gaming duty 

87 General betting duty on remote bets 

88 Abolition of bingo duty 

Alcohol duty 

89 Rates of duty 

Tobacco products duty 

90 Rates of duty effective from 6pm on 26 November 2025 

91 Rates of duty effective from 1 October 2026 

Taxes relating to vehicles 

92 Vehicle excise duty for light passenger or light goods vehicles etc 

93 Vehicle excise duty for rigid goods vehicles without trailers and tractive units 

94 Vehicle excise duty for rigid goods vehicles with trailers 

95 Vehicle excise duty for vehicles with exceptional loads etc 

96 Vehicle excise duty for haulage vehicles other than showman’s vehicles 

97 Vehicle excise duty: expensive car supplement 

98 Rates of HGV road user levy 

99 Rates of air passenger duty 

Environmental taxes 

100 Rates of climate change levy 

101 Rates of landfill tax 

102 Rate of aggregates levy 

103 Aggregates levy: amendments relating to disapplication of levy to Scotland 

104 Rate of plastic packaging tax 

105 Chemical recycling: mass balance approach 

106 Pre-consumer plastic 

107 Sections 105 and 106: commencement 

Soft drinks industry levy 

108 Rates of levy 

Customs duties 

109 Amendment of customs tariff power 

110 Dumping and subsidisation investigations 

111 Safeguarding investigations 

112 Customs facilities at approved wharves and other places 

Economic crime (anti-money laundering) levy 

113 Increases to rates of levy 

Annual tax on enveloped dwellings 

114 Removal of time limit to claim relief under section 106(3) of FA 2013 

PART 4

VAPING PRODUCTS DUTY

Charge

115 Excise duty: charge

116 Vaping products 

117 Production of vaping products 

118 Excise duty point and payment 

Administration 

119 Administration 

Duty stamps 

120 Stamping of vaping products

121 Issue and management of duty stamps 

122 Approved stamp holders 

123 United Kingdom representatives 

Forfeiture 

124 Forfeiture 

Civil penalties and enforcement 

125 Dealing in unstamped vaping products 

126 Loss and misuse of duty stamps 

127 Failure to comply with this Part etc 

128 Forfeiture: civil penalties 

Offences 

129 Dealing in duty stamps 

130 Dealing in unstamped vaping products 

131 Sales ban following conviction for unlawful use of premises 

132 Offences: penalties 

133 Forfeiture: offences 

General provision 

134 Publication of information 

135 Information sharing 

136 Investigation and enforcement 

137 Regulations: further provision 

138 Regulations: procedure 

139 Amendments of other enactments 

140 Interpretation 

141 Commencement and transitional provision 

PART 5

CARBON BORDER ADJUSTMENT MECHANISM

Introduction 

142 Introduction to CBAM 

The charge 

143 Charge to CBAM 

144 Importation 

145 Goods processed under a special customs procedure 

146 Person liable: the importer 

147 Exemptions 

148 Embodied emissions 

149 Rate 

150 Carbon price relief 

Administration and enforcement 

151 Administration and enforcement 

152 Criminal offences 

General 

153 Supplementary amendments 

154 Emissions: meaning etc 

155 Interpretation 

156 Power to make provision for linked emissions trading schemes 

157 Regulations and notices 

158 Commencement and transitory provision 

PART 6

AVOIDANCE

CHAPTER 1

PROHIBITION OF PROMOTION OF CERTAIN TAX AVOIDANCE ARRANGEMENTS

Prohibition 

159 Prohibition of promotion of certain tax avoidance arrangements 

160 Meaning of promotion 

161 Procedure 

Sanctions 

162 Civil penalties 

163 Criminal offence 

164 Criminal liability of responsible persons 

General 

165 Interpretation and commencement 

CHAPTER 2

PROMOTER ACTION NOTICES

Promoter action notices 

166 Certification of promoters 

167 Promoter action notices 

168 Preliminary notices 

169 Disclosure of information by HMRC 

170 Appeal against a decision to issue a promoter action notice 

Sanctions 

171 Civil penalties 

172 Publication 

173 Reporting to regulators etc 

174 Extension of time periods 

175 Reasonable excuse 

General 

176 Interpretation 

CHAPTER 3

ANTI-AVOIDANCE INFORMATION NOTICES

Key definitions 

177 Connected persons 

178 Anti-avoidance enactments 

Notices by type 

179 Information notices: connected persons 

180 Information notices: third parties 

181 Information notices: unidentified connected persons 

182 Information notices: identification 

183 Information notices: financial institutions 

Content, requirements and withdrawal of notices 

184 Content and requirements of notices 

185 Restriction on disclosure of notices 

186 Excepted information 

187 Tribunal approval of notices 

188 Withdrawal of notices 

Criminal sanctions 

189 Offence of failing to comply with a notice 

190 Offence of concealing information 

191 Criminal liability of responsible persons 

192 Criminal liability of responsible persons: no prosecution of recipient 

193 Imprisonment or a fine 

Civil sanctions 

194 Penalty for failing to comply with a notice 

195 Penalty for concealing information 

196 Penalty for inaccurate information 

197 Penalty for disclosing a notice 

198 Penalty based on monies received 

199 Increased daily default penalty 

Sanctions: general 

200 Extension of time periods 

201 Reasonable excuse 

202 Double jeopardy 

203 Assessment etc of penalties: application of Schedule 36 to FA 2008 

Appeals 

204 Appeals against notices 

205 Appeals against penalties 

Miscellaneous and interpretation 

206 Interpretation 

207 Application of provisions of TMA 1970 

208 Repeals 

CHAPTER 4

MISCELLANEOUS

Legal professionals 

209 Declaration in relation to privileged material 

210 Penalties for an incorrect declaration 

211 Penalties: procedure, appeals etc 

212 Publication following an incorrect declaration 

213 Time limits for publication 

214 Amendments to existing legislation: removal of privilege exemption 

215 Commencement 

Disclosure of tax avoidance schemes: consequences for failure to comply 

216 Penalties for non-disclosure of tax avoidance schemes 

217 Removal of time limits on publication by HMRC 

218 Consequential amendments 

219 Commencement 

Construction industry scheme: amendments 

220 Construction industry scheme: amendments 

221 Construction industry scheme regulations: amendments 

222 Commencement 

PART 7

TAX ADVISERS

CHAPTER 1

REGISTRATION

Prohibition against unregistered tax advisers interacting with HMRC 

223 Prohibition against unregistered tax advisers interacting with HMRC 

224 Meaning of “tax adviser” and “client” 

Application process 

225 Application for registration 

226 Meaning of “relevant individual” and “officer” 

227 Registration conditions 

228 Registration conditions: interpretation 

229 Registration conditions: offences 

230 Registration of tax advisers etc 

Monitoring of registration conditions and suspension of registration 

231 Monitoring of registration conditions 

232 Suspension of registration 

Compliance notice 

233 Compliance notice 

Financial penalties 

234 Financial penalties for prohibited interaction with HMRC 

235 Financial penalties for prohibited interaction with HMRC: liability of relevant individuals 

Ineligibility orders 

236 Tax advisers: ineligibility orders 

237 Relevant individuals: ineligibility orders 

Requirement for tax adviser to notify clients of suspension or ineligibility orders 

238 Requirement for tax adviser to notify clients of suspension or ineligibility orders 

Reasonable excuse 

239 Reasonable excuse 

Extension of period for making representations 

240 Extension of period for making representations 

Assessment of financial penalties etc 

241 Assessment of financial penalties 

242 Time limits and treatment of financial penalties 

243 Double jeopardy 

Reviews and appeals 

244 Reviews and appeals 

Disclosure of information 

245 Disclosure of information 

Power to publish information 

246 Power to publish information 

Power to amend Schedule 20 (exceptions) 

247 Power to amend Schedule 20 (exceptions) 

Interpretation 

248 Interpretation of Chapter 

Commencement 

249 Commencement 

CHAPTER 2

CONDUCT ETC

Conduct of tax advisers 

250 Conduct of tax advisers 

Power to publish information about tax advisers etc 

251 Power to publish information 

252 Power to publish information: change of circumstances 

253 Power to publish information: interpretation and commencement 

PART 8

MISCELLANEOUS AND FINAL

Fiscal mandate assessments by the OBR 

254 Fiscal mandate assessments prepared by the Office for Budget Responsibility 

Provision of data by third parties 

255 Data-gathering 

Making tax digital 

256 Persons on whom digital reporting requirements may be imposed 

257 Exemptions from digital reporting requirements 

258 Returns to be delivered by electronic communications etc. 

259 Penalties: amendments consequential on section 255 etc 

260 Powers relating to electronic communications: directions 

261 Power to require digital contact details 

Penalties 

262 Penalty points and late submission penalties (power to cancel etc) 

263 Assessments of late payment penalties etc. 

264 Penalties for failure to pay tax due on further appeal 

265 Failure to deliver company tax returns 

Advance tax clearances 

266 Clearances 

267 Binding effect 

268 Extension 

269 Modification 

270 Information 

271 Misrepresentation 

272 Commissioners notice 

273 Powers 

274 Interpretation 

Cryptoasset reporting framework 

275 Cryptoasset reporting: users and controlling persons resident in the UK 

276 International cryptoasset reporting framework: connected matters 

Miscellaneous 

277 Stamp duty: piloting of digital service etc 

278 Oversight of HMRC tax enforcement functions in Northern Ireland 

279 Repeal of obsolete provision in FA 1925 concerning Dominion Governments 

280 Repeal of other obsolete provisions and correction of wrong cross-references 

Final 

281 Interpretation 

282 Short title 

SCHEDULES

Schedule 1 - Property and savings rates of income tax: consequential amendments 

Part 1 - Amendments of ITA 2007 

Part 2 - Amendments of other tax legislation 

Part 3 - Amendment of Scotland Act 1998 

Schedule 2 - Scottish and Welsh property income rates 

Part 1 - Scotland 

Part 2 - Wales 

Schedule 3 - Non-resident, and previously non-domiciled individuals 

Part 1 - Relief for new residents on foreign income and gains 

Part 2 - Temporary repatriation facility 

Part 3 - Temporary non-residence 

Schedule 4 - PAYE for treaty non-residents etc 

Part 1 - Treaty non-residents 

Part 2 - Other amendments of ITEPA 2003 

Schedule 5 - Unassessed transfer pricing profits 

Schedule 6 - Transfer pricing 

Part 1 - Amendments of Part 4 of TIOPA 2010 

Part 2 - Other amendments 

Chapter 1 - Loan relationships etc 

Chapter 2 - Intangible fixed assets 

Chapter 3 - Exchange gains and losses etc 

Part 3 - Commencement 

Schedule 7 - Permanent establishments 

Part 1 - Amendments to CTA 2009 

Part 2 - Amendments to CTA 2010 

Part 3 - Amendments to ITA 2007 

Part 4 - Amendments to TCGA 1992 

Part 5 - Consequential amendments 

Part 6 - Commencement 

Schedule 8 - Pillar Two 

Schedule 9 - Tainted charity donations 

Schedule 10 - Winter fuel payment charge 

Schedule 11 - Tax treatment of carried interest 

Part 1 - Carried interest: interpretation of key terms 

Part 2 - Consequential and connected amendments 

Schedule 12 - Reform of reliefs for business property and agricultural property 

Part 1 - Business property relief and agricultural property relief 

Part 2 - Inheritance tax on overseas property with value attributable to UK agricultural property 

Schedule 13 - Abolition of bingo duty: consequential and transitional provision 

Schedule 14 - Aggregates levy: amendments relating to disapplication of levy to Scotland  

Schedule 15 - Vaping products duty: amendments of other enactments 

Schedule 16 - CBAM Goods 

Schedule 17 - Administration of CBAM 

Part 1 - Introduction 

Part 2 - Registration 

Part 3 - Payment, accounting periods and returns 

Part 4 - Determination and evidence of emissions and carbon price relief 

Part 5 - Measurement of weight 

Part 6 - Records 

Part 7 - Artificial separation of business activities 

Part 8 - Death, incapacity and insolvency 

Part 9 - Recovery 

Part 10 - Repayments 

Part 11 - Penalties 

Part 12 - Reviews and appeals 

Part 13 - Service 

Part 14 - Interpretation 

Schedule 18 - Offences relating to CBAM 

Part 1 - Fraudulent evasion 

Part 2 - Misstatement 

Part 3 - Proceedings 

Schedule 19 - Supplementary amendments relating to CBAM 

Schedule 20 - Registration of tax advisers: exceptions 

Schedule 21 - Registration of tax advisers: reviews and appeals 

Schedule 22 - Conduct of tax advisers 

Part 1 - Amendments to Schedule 38 to FA 2012 

Part 2 - Consequential amendments 

Schedule 23 - Data-gathering 

Part 1 - Power to require provision of data to HMRC on an ongoing basis 

Part 2 - Penalties and appeals 

Part 3 - General