#partial EnglandResidentialSDLT

The  #partial EnglandResidentialSDLT data helper can be used to calculate current land tax rates for England and Northern Ireland.

If you are calculating land tax rates for Wales or Scotland, please use the #uksdlt helper instead.

The data helper is made up of the following parts:

{{#partial EnglandResidentialSDLT any.purchasers.non.uk.resident individual.purchaser is.second.property property.residence.replacement previous.property.ownership property.main.residence property.price}}

The data markers used in the example above can be changed for any current data markers in use within your InTouch account.

#partial EnglandResidentialSDLT

The data helper that tells InTouch to perform an SDLT calculation.

any.purchasers.non.uk.resident

A data marker representing whether the purchaser is a non UK resident.

individual.purchaser

A data marker representing whether the property is being purchased by an individual.

is.second.property

A data marker representing whether the purchase of the property will result in them owning two or more properties.

property.residence.replacement

A data marker representing whether the property will be replacing their main residence.

previous.property.ownership

A data marker representing whether the purchaser has ever owned or part owned property.

property.main.residence

A data marker representing whether the property will be the purchasers main residence.

property.price

A data marker representing the price of the property.

The #partial EnglandResidentialSDLT data helper can be used to calculate SDLT within:

  • Quote calculators
  • Email, document and SMS templates

Quote Calculators

To calculate SDLT within a quote calculator:

  1. Create the following questions to collect the required information:

    Question

    Optional Description

    Response Type

    Conditions

    Are any of the purchasers non-UK resident?

    What is meant by non-UK resident

    • Non-UK resident as an individual
      You are treated as non-UK resident for Stamp Duty Land Tax (SDLT) if you are not present in the UK for 183 days or more in the 12 months before the effective date of the purchase.
    • Non-UK resident as a company
      Corporate purchasers will be non-UK resident if they are not UK resident for Corporation Tax purposes on the purchase date.
      Special rules apply for UK resident companies which are under the direct or indirect control of persons who are not resident in the UK.
      Special rules also apply for trusts and settlements.

    Yes / No

    Are you purchasing the property as an individual?

    Choose ‘Yes’ if you’re buying on your own, or you’re married or in a civil partnership. Choose ‘No’ if you’re a company or trust.

    Yes / No

    Will the purchase of the property result in owning two or more properties?

    Yes / No

    This question can be made conditional based on "Are you purchasing the property as an individual?" being answered "Yes".

    Is the property being purchased replacing your main residence? 

    If your previous main residence has not yet been sold choose "No". A refund may be available if the previous main residence is sold within 3 years.

    Yes / No

    This question can be made conditional based on "Will the purchase of the property result in owning two or more properties?" being answered "Yes"

    Have you ever owned or part owned another property?

    We only need to know about residential property, or property that has both residential and non-residential use. This includes freehold property, or leasehold property of at least 21 years. Select yes if you either; bought a property, inherited a property, are a beneficiary of a trust that owns a property.

    Yes / No

    This question can be made conditional based on "Will the purchase of the property result in owning two or more properties?" being answered "No".

    Will this property be your main residence?

    Yes / No

    This question can be made conditional based on "Have you ever owned or part owned another property?" being answered "No".

    Property Price

    This is the chargeable consideration.

    Currency

  2. Save the answers back to the relevant data markers
  3. Create the following fee including the #partial EnglandResidentialSDLT data helper within the fee calculation box:

    Fee

    Data Helper

    Stamp Duty Land Tax

    {{#partial EnglandResidentialSDLT any.purchasers.non.uk.resident individual.purchaser is.second.property property.residence.replacement previous.property.ownership property.main.residence property.price}}

Remember to change the data markers in the example above to the data markers used within your form.
Access an example quote calculator that makes use of the #partial EnglandResidentialSDLT data helper here. A new tab will open containing the code required, right click within this and select Save As. Save the file to your device and then import into your own InTouch account.

Templates

The #partial EnglandResidentialSDLT data helper can also be used in document and email templates to calculate current SDLT rates directly within the template. 

  1. Ensure the relevant data markers are defined as custom fields on your matter templates
  2. Add the data helper to the relevant place within the template
  3. When the template's generated on a matter, the user will be asked the relevant questions and the SDLT will be automatically calculated

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