Gift Aid

Frequently asked questions

What is a Gift Aid declaration?
How do I know if I’m a UK tax payer?
What if I don't pay UK tax?
What if I am a pensioner?
What if I am a higher rate tax payer?
What if I am a lower rate tax payer?
Why does it work out at 28 pence for every pound given?
What if I make my donations via CAF (Charities Aid Foundation)?
What if I buy raffle tickets or make purchases from the catalogue?
What does the Gift Aid declaration commit me to?
Who will have access to this information about me?
How long does it last for?
What should I do if my tax status changes or I want to cancel my declaration?

What is a Gift Aid declaration?

It is a statement by a taxpayer that they want a charity to get back from the Inland Revenue the tax paid on their donation. This is at no extra cost to the donor. Top

How do I know if I’m a UK tax payer?

You are a UK tax payer if:

tax is taken from your wages or salary before you receive your pay

you have to fill in a self-assessment form each year

you have any taxable savings (in a Building Society, for instance), or a pension plan, or investment income

if you have recently paid any capital gains tax, or expect to pay it in the near future. This could be on the sale of a property or some shares, for example.

If any of these applies to you, please complete and return your declaration so The Pearl Newman Cancer Relief Fund can reclaim the tax on your donations. NB Inheritance tax does not count as UK income tax. Top

What if I don’t pay UK tax?

Please let us know by post, email or using the feedback form on our web site. We can then make a note on your records. Thank you. Top

What if I’m a pensioner?

You may still pay tax on a private pension plan or a savings account, or pay capital gains tax if you sell property or shares. If so, please complete and return your form to explain that you are a tax payer. Top

What if I’m a higher rate tax payer?

The Pearl Newman Cancer Relief Fund can still only claim back at the basic rate but please complete and return the declaration anyway. However, as a higher rate tax payer you can claim additional personal tax relief of 18 per cent (i.e. 40 per cent minus the 22 per cent The Pearl Newman Cancer Relief Fund claim) when you fill in your self assessment form. Top

What if I’m a lower rate tax payer?

If you pay a lower rate (10 per cent or 20 per cent), The Pearl Newman Cancer Relief Fund can still claim back 28p for each £1 you donate, provided you pay enough tax to cover the claim in the tax year you make the gift(s). Top

Why does it work out at 28 pence for every pound given?

The payment for £1 is treated as the net after tax from £1.28 (£1.28 minus 22 per cent is approximately £1). The Pearl Newman Cancer Relief Fund get back the 28 pence. Top

What if I make my donations via CAF (Charities Aid Foundation)?

If you normally make donations via CAF, tax has already been reclaimed. However, please fill in the declaration anyway so that any separate donations you might make are tax effective as well. Top

What if I buy raffle tickets?

Purchases such as raffle tickets are not treated by the Inland Revenue as donations and so the Gift Aid declaration does not apply to them. However, please fill in the declaration to cover any additional or separate donations. Top

What does the Gift Aid declaration commit me to?

Absolutely nothing! It just ensures that if you choose to donate to The Pearl Newman Cancer Relief Fund, we can claim an extra 28 per cent back from the Inland Revenue. Top

Who will have access to this information about me?

Only The Pearl Newman Cancer Relief Fund and the Inland Revenue. We will not share it with anyone else. Top

How long does it last for?

Forever, unless you cancel it. Top

What should I do if my tax status changes or I want to cancel my declaration?

Please write to us using the postal address here Top