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Balancing Allowance and Balancing Charge

A Balancing Allowance or Balancing Charge arises when a business sells or disposes of an asset for more or less than its remaining tax value, adjusting the capital allowances already claimed.

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Allowance versus charge

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If the sale proceeds are less than the pool's remaining tax value, a balancing allowance gives extra tax relief. If proceeds exceed the remaining value, a balancing charge adds the difference back as taxable profit, most often seen when a main pool is closed down.

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Tax rules depend on individual circumstances and can change. This glossary is general information rather than personalised tax advice.