The Council Tax Reduction Schemes (Default Scheme) (Wales) Regulations 2013

33

Any payment made by the Treasury to the applicant or the applicant’s partner under the Age-Related Payments Regulations 2013 (Equitable Life) as a qualifying Equitable Life annuitant.

2A

Any payment made to the applicant in respect of any travel or other expenses incurred, or to be incurred, by the applicant in respect of the applicant’s participation in a scheme prescribed in regulation 3 of the Jobseeker’s Allowance (Schemes for Assisting Persons to Obtain Employment) Regulations 2013 but only for 52 weeks beginning with the date of receipt of the payment.

63

Any payment made by the Treasury to the applicant or the applicant’s partner under the Age-Related Payments Regulations 2013 (Equitable Life) as a qualifying Equitable Life annuitant.

28A

Any payment made as a direct payment as defined in section 4(2) of the Social Care (Self-directed Support) (Scotland) Act 2013.

27A

Where a person elects to be entitled to a lump sum under section 8(2) of the Pensions Act 2014 or in accordance with regulations made under section 10 of that Act, or fails to make an election, and a lump sum payment has been made, an amount equal to—

• (a) except where sub-paragraph (b) applies, the amount of any payment or payments made on account of that lump sum; or

• (b) the amount of that lump sum,

but only for so long as that person does not change that election in favour of an increase of pension.

Date on which income consisting of earnings from employment as an employed earner are taken into account: persons who are not pensioners

44A

An applicant’s average weekly earnings from employment estimated pursuant to paragraph 44 (average weekly earnings of employed earners: persons who are not pensioners) must be taken into account—

• (a) in the case of an application, on the date on which the application was made or treated as made, and the first day of each reduction week thereafter, regardless of when those earnings were actually received;

• (b) in the case of an application or a reduction under a scheme where the applicant commences employment, the day on which the applicant commences that employment and the first day of the reduction week thereafter, regardless of when those earnings were actually received; or

• (c) in the case of an application or reduction under a scheme where the applicant’s average weekly earnings from employment change, the day on which the applicant’s earnings from employment change and the first day of each reduction week thereafter, regardless of when those earnings were actually received.

Average weekly earnings of self-employed earners: persons who are not pensioners

Average weekly income other than earnings: persons who are not pensioners

Calculation of weekly income of employed earners: persons who are not pensioners

Earnings of employed earners: persons who are not pensioners

Calculation of net earnings of employed earners: persons who are not pensioners

Earnings of self-employed earners: persons who are not pensioners

Calculation of income other than earnings: persons who are not pensioners

Capital treated as income: persons who are not pensioners

Notional income: persons who are not pensioners

28B

Any payment made under or by a trust, established for the purpose of giving relief and assistance to disabled persons whose disabilities were caused by the fact that during their mother’s pregnancy she had taken a preparation containing the drug known as Thalidomide, and which is approved by the Secretary of State.

64

Any payment made under or by a trust, established for the purpose of giving relief and assistance to disabled persons whose disabilities were caused by the fact that during their mother’s pregnancy she had taken a preparation containing the drug known as Thalidomide, and which is approved by the Secretary of State.

67

Any bereavement support payment under section 30 of the Pensions Act 2014 (bereavement support payment) except any such payment which is disregarded as capital under paragraph 12(1)(h) of Schedule 9 or paragraph 65 of Schedule 9.

28C

• (1) Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.

• (2) Where bereavement support payment under section 30 of the Pensions Act 2014 is paid to the survivor of a cohabiting partnership (within the meaning of section 30(6B) of that Act) in respect of a death occurring before 9 February 2023, any amount of that payment which is—

• (a) in respect of the rate set out in regulation 3(1) of the Bereavement Support Payment Regulations 2017, and

• (b) paid as a lump sum for more than one monthly recurrence of the day of the month on which their cohabiting partner died,

but only for a period of 52 weeks beginning from 1 April 2024 or from the date of receipt of the payment, whichever is the later.

65

• (1) Any bereavement support payment in respect of the rate set out in regulation 3(2) or (5) of the Bereavement Support Payment Regulations 2017 (rate of bereavement support payment), but only for a period of 52 weeks from the date of receipt of the payment.

• (2) Where bereavement support payment under section 30 of the Pensions Act 2014 is paid to the survivor of a cohabiting partnership (within the meaning of section 30(6B) of that Act) in respect of a death occurring before 9 February 2023, any amount of that payment which is—

• (a) in respect of the rate set out in regulation 3(1) of the Bereavement Support Payment Regulations 2017, and

• (b) paid as a lump sum for more than one monthly recurrence of the day of the month on which their cohabiting partner died,

but only for a period of 52 weeks beginning from 1 April 2024 or from the date of receipt of the payment, whichever is the later.

28D

Any ex gratia payment made at the discretion of the Scottish Ministers from the Advance Payment Scheme which the Scottish Ministers set up in respect of cases of historical child abuse in care.

28E

Any redress payment made under Part 4 of the Redress for Survivors (Historical Child Abuse in Care) (Scotland) Act 2021.

66

Any ex gratia payment made at the discretion of the Scottish Ministers from the Advance Payment Scheme which the Scottish Ministers set up in respect of cases of historical child abuse in care.

67

Any redress payment made under Part 4 of the Redress for Survivors (Historical Child Abuse in Care) (Scotland) Act 2021.

28F

Any payment of a widowed parent’s allowance made under section 39A of the SSCBA—

• (a) to the survivor of a cohabiting partnership (within the meaning of section 39A(7) of that Act) who is entitled to a widowed parent’s allowance for a period prior to 9 February 2023, and

• (b) in respect of any period of time during the period ending with the day before the survivor makes a claim for a widowed parent’s allowance.

68

Any payment of a widowed parent’s allowance made under section 39A of the SSCBA—

• (a) to the survivor of a cohabiting partnership (within the meaning of section 39A(7) of that Act) who is entitled to a widowed parent’s allowance for a period prior to 9 February 2023, and

• (b) in respect of any period of time during the period ending with the day before the survivor makes a claim for a widowed parent’s allowance.

Applications: universal credit claimants

7A

An application may be treated as made where—

• (a) a person has made a claim for universal credit,

• (b) the Secretary of State has supplied relevant information in relation to that person in accordance with section 131 of the Welfare Reform Act 2012 to the authority administering a council tax reduction, and

• (c) that person is liable to pay council tax to that authority.

Enwi, cychwyn, cymhwyso a dirymu

Cynllun diofyn

Enwi

Dehongli

Cymhwyso’r cynllun: pensiynwyr a phersonau nad ydynt yn bensiynwyr

Ystyr “cwpl”

Priodasau amlbriod

Ystyr “teulu”

Amgylchiadau pan fo person i gael ei drin fel un sy’n gyfrifol neu ddim yn gyfrifol am berson arall

Aelwydydd

Annibynyddion

Gwaith am dâl

Gweithdrefn ar gyfer ceisiadau am ostyngiad ac apelau yn erbyn penderfyniadau ynghylch gostyngiad

Dosbarthiadau o bersonau sydd â hawl i gael gostyngiad o dan y cynllun hwn

Dosbarth A: pensiynwyr â’u hincwm yn llai na’r swm cymwysadwy

Dosbarth B: pensiynwyr â’u hincwm yn fwy na’r swm cymwysadwy

Dosbarth C: personau nad ydynt yn bensiynwyr, â’u hincwm yn llai na’r swm cymwysadwy

Dosbarth D: personau nad ydynt yn bensiynwyr, â’u hincwm yn fwy na’r swm cymwysadwy

Cyfnodau o absenoldeb o annedd

Dosbarthiadau o bersonau a eithrir o’r cynllun hwn

Dosbarth o bersonau a eithrir o’r cynllun hwn: personau sydd i’w trin fel rhai nad ydynt ym Mhrydain Fawr

Dosbarth o bersonau a eithrir o’r cynllun hwn: personau sy’n ddarostyngedig i reolaeth fewnfudo

Dosbarth o bersonau a eithrir o’r cynllun hwn: terfyn cyfalaf

Dosbarth o bersonau a eithrir o’r cynllun hwn: myfyrwyr

Symiau cymwysadwy: pensiynwyr (gan gynnwys pensiynwyr mewn priodasau amlbriod)

Symiau cymwysadwy: personau nad ydynt yn bensiynwyr

Priodasau amlbriod: personau nad ydynt yn bensiynwyr

Swm cymwysadwy: personau nad ydynt yn bensiynwyr, sydd â dyfarniad o gredyd cynhwysol

Uchafswm y gostyngiad treth gyngor o dan y cynllun hwn: pensiynwyr a phersonau nad ydynt yn bensiynwyr

Didyniadau annibynyddion : pensiynwyr a phersonau nad ydynt yn bensiynwyr

Swm y gostyngiad o dan y cynllun hwn: Dosbarthiadau A i D

Cyfrifo incwm a chyfalaf: teulu’r ceisydd a phriodasau amlbriod

Amgylchiadau pan fo cyfalaf ac incwm annibynnydd i gael eu trin fel eiddo i’r ceisydd

Pensiynwyr sy’n cael credyd gwarant

Cyfrifo incwm pensiynwr mewn achosion o gredyd cynilion yn unig

Cyfrifo incwm a chyfalaf: personau nad ydynt yn bensiynwyr, sydd â dyfarniad o gredyd cynhwysol

Cyfrifo incwm a chyfalaf pan nad yw credyd pensiwn y wladwriaeth yn daladwy: pensiynwyr

Ystyr “incwm”: pensiynwyr

Cyfrifo incwm wythnosol: pensiynwyr

Enillion enillwyr cyflogedig: pensiynwyr

Cyfrifo enillion net enillwyr cyflogedig: pensiynwyr

Cyfrifo enillion enillwyr hunangyflogedig: pensiynwyr

Enillion enillwyr hunangyflogedig: pensiynwyr

Incwm tybiannol: pensiynwyr

Incwm a delir i drydydd partïon: pensiynwyr

Enillion wythnosol cyfartalog enillwyr cyflogedig: personau nad ydynt yn bensiynwyr

Enillion wythnosol cyfartalog enillwyr hunangyflogedig: personau nad ydynt yn bensiynwyr

Incwm wythnosol cyfartalog ac eithrio enillion: personau nad ydynt yn bensiynwyr

Cyfrifo incwm wythnosol enillwyr cyflogedig: personau nad ydynt yn bensiynwyr

Enillion enillwyr cyflogedig: personau nad ydynt yn bensiynwyr

Cyfrifo enillion net enillwyr cyflogedig: personau nad ydynt yn bensiynwyr

Enillion enillwyr hunangyflogedig: personau nad ydynt yn bensiynwyr

Cyfrifo incwm ac eithrio enillion: personau nad ydynt yn bensiynwyr

Cyfalaf a drinnir fel incwm: personau nad ydynt yn bensiynwyr

Incwm tybiannol: personau nad ydynt yn bensiynwyr

Cyfrifo incwm ar sail wythnosol

Trin costau gofal plant

Cyfrifo incwm wythnosol cyfartalog o gredydau treth

Diystyru newidiadau mewn treth, cyfraniadau etc

Cyfrifo elw net enillwyr hunangyflogedig

Cyfrifo didyniad treth a chyfraniadau enillwyr hunangyflogedig

Cyfrifo cyfalaf

Incwm a drinnir fel cyfalaf: personau nad ydynt yn bensiynwyr

Cyfrifo cyfalaf yn y Deyrnas Unedig

Cyfrifo cyfalaf y tu allan i’r Deyrnas Unedig

Cyfalaf tybiannol

Rheol lleihau cyfalaf tybiannol: pensiynwyr

Rheol lleihau cyfalaf tybiannol: personau nad ydynt yn bensiynwyr

Cyfalaf a ddelir ar y cyd

Cyfrifo incwm tariff o gyfalaf: pensiynwyr

Cyfrifo incwm tariff o gyfalaf: personau nad ydynt yn bensiynwyr

Dehongli

Trin myfyrwyr

Myfyrwyr a eithrir o’r hawlogaeth i gael gostyngiad treth gyngor o dan y cynllun hwn

Cyfrifo incwm grant

Cyfrifo incwm cyfamod pan asesir cyfraniad

Incwm cyfamod pan nad asesir incwm grant neu nad asesir cyfraniad

Y berthynas â symiau sydd i’w diystyru o dan Atodlen 7

Symiau eraill sydd i’w diystyru

Trin benthyciadau myfyriwr

Trin benthyciadau ffioedd

Trin taliadau o gronfeydd mynediad

Diystyru cyfraniad

Diystyriad pellach o incwm myfyriwr

Incwm a drinnir fel cyfalaf

Diystyru newidiadau sy’n digwydd yn ystod gwyliau’r haf

Gostyngiadau estynedig: pensiynwyr

Gostyngiadau estynedig (budd-daliadau cyfrannol cymwys): pensiynwyr

Parhad y cyfnod gostyngiad estynedig (budd-daliadau cyfrannol cymwys): pensiynwyr

Swm y gostyngiad estynedig (budd-daliadau cyfrannol cymwys): pensiynwyr

Gostyngiadau estynedig (budd-daliadau cyfrannol cymwys) – symudwyr: pensiynwyr

Y berthynas rhwng gostyngiad estynedig (budd-daliadau cyfrannol cymwys) a hawlogaeth i ostyngiad treth gyngor yn rhinwedd perthyn i ddosbarth A neu B

Gostyngiadau parhaus pan hawlir credyd pensiwn y wladwriaeth: pensiynwyr

Gostyngiadau estynedig: personau nad ydynt yn bensiynwyr (cyffredinol)

Gostyngiadau estynedig: personau nad ydynt yn bensiynwyr

Parhad y cyfnod gostyngiad estynedig: personau nad ydynt yn bensiynwyr

Swm y gostyngiad estynedig: personau nad ydynt yn bensiynwyr

Gostyngiadau estynedig – symudwyr: personau nad ydynt yn bensiynwyr

Y berthynas rhwng gostyngiad estynedig a hawlogaeth i ostyngiad yn rhinwedd perthyn i ddosbarth C neu D

Gostyngiadau estynedig (budd-daliadau cyfrannol cymwys): personau nad ydynt yn bensiynwyr

Parhad y cyfnod gostyngiad estynedig (budd-daliadau cyfrannol cymwys): personau nad ydynt yn bensiynwyr

Swm y gostyngiad estynedig (budd-daliadau cyfrannol cymwys): personau nad ydynt yn bensiynwyr

Gostyngiadau estynedig (budd-daliadau cyfrannol cymwys) – symudwyr: personau nad ydynt yn bensiynwyr

Y berthynas rhwng gostyngiad estynedig (budd-daliadau cyfrannol cymwys) a hawlogaeth i ostyngiad yn rhinwedd perthyn i ddosbarth C neu D

Gostyngiadau estynedig: symudwyr i mewn i ardal awdurdod: personau nad ydynt yn bensiynwyr

Y dyddiad pan fo hawlogaeth yn dechrau

Y dyddiad pan fo newid yn yr amgylchiadau yn cael effaith

Newid yn yr amgylchiadau pan delir credyd pensiwn y wladwriaeth

Pwy gaiff wneud cais

Y dyddiad pan wneir cais

Ôl-ddyddio ceisiadau: pensiynwyr

Ôl-ddyddio ceisiadau: personau nad ydynt yn bensiynwyr

Tystiolaeth a gwybodaeth

Diwygio cais a thynnu cais yn ôl

Dyletswydd i hysbysu ynghylch newidiadau yn yr amgylchiadau

Penderfyniad gan awdurdod

Hysbysu ynghylch penderfyniad

Dyfarniad neu daliad o ostyngiad o dan y cynllun hwn

Gweithdrefn y caiff person ei dilyn i wneud cais am ostyngiad o dan y cynllun hwn

Gweithdrefn y caiff person ei dilyn i apelio yn erbyn penderfyniadau penodol yr awdurdod