This area covers the capital gains relief available to individuals disposing of qualifying unquoted shares in a trading company, designed to encourage investment in new and growing businesses. A solicitor practising in this area helps clients identify whether they qualify, structure shareholdings to maximise relief, and navigate the claim process with HM Revenue & Customs. They advise on eligibility, the holding period, and record-keeping needed to ensure the relief applies to the gains on disposal.
What a solicitor handles in these matters
Investors’ Relief provides a reduced Capital Gains Tax rate on gains from disposals of qualifying unquoted shares held for at least three years, up to a lifetime limit. A solicitor highlights eligibility, helps secure documentary evidence of the shareholding and unquoted status, advises on the timing of disposals, liaises with HMRC to report the relief, and addresses any interactions with other reliefs or relief clawbacks.
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