Claiming tax relief on professional fees

Hi all, Has anyone claimed tax relief on their CIPD membership fees? I'm aware that you can claim tax relief on fees or subscriptions you pay to approved professional organisations. This only seems to apply however if you have to be a member of an organisation to do your job. My employer encourages and supports it's HR staff to be CIPD qualified (and CMI qualified) and I'm therefore qualified to associate CIPD level and have Chartered CMI. However, this is now not an absolute requirement and they have employed people without any CIPD qualifications but with experience and who have relevant skills in other areas that are beneficial to the wider team. Before I contact HMRC I'm keen to hear what other people have done? Thanks in advance, Gavin
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  • Gavin, this question comes up regularly.

    By using the search function (magnifying glass at top right of page) it would have been very easy  to find this post, where you will find all the information you need...

    https://www.cipd.co.uk/Community/discussion-forum/our_profession/f/general/69349/cipd-membership-tax-relief

  • Hi Ray,

    Thanks for your response to my query.

    I was using the CIPD app and it would seem there's no search function on the app, although I understand this may be on its way.

    I did log into the website version of the discussion forums and found a few threads but not as many as I expected. I did see the thread you have shared but thanks anyway for helping.

    Just to clarify my question, I'm querying whether I should be claiming tax relief on my membership fees if it's not an absolute requirement of my job to be a member of the CIPD (although very much encouraged and very much supported by my employer). For example, if I cancelled my CIPD membership (which I won't be doing by the way) my qualifications won't disappear, I wouldn't lose my position with my employer and it won't stop me from being an HR professional, although it may limit my career opportunities elsewhere depending on the requirements of a prospective employer.

    I think I know the answer, which is 'no, I can't claim tax relief' because it's not an absolute requirement of my job to have ongoing membership of the CIPD. Before checking with HMRC, I was just curious to see what everyone else was doing.

    Thanks again.
  • Gavin, lots of people claim tax relief for their membership every year. IMHO there are no reasons for not claiming something that is a legitimate cost with respect to maintaining and improving professional competecies, and that HMRC have accepted for decades. The worst they can do is reject the deductibility so you have nothing to loose. The CIPD is on the list of HMRC-approved bodies

    www.gov.uk/.../approved-professional-organisations-and-learned-societies
  • Gavin, lots of people claim tax relief for their membership every year. IMHO there are no reasons for not claiming something that is a legitimate cost with respect to maintaining and improving professional competecies, and that HMRC have accepted for decades. The worst they can do is reject the deductibility so you have nothing to loose. The CIPD is on the list of HMRC-approved bodies.

    www.gov.uk/.../approved-professional-organisations-and-learned-societies

    Incidentally, I've never heard of anyone being dismissed for not maintaining their CIPD membership......
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