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Personal Tax: Claim 'Investors relief' for share disposal taxed at 10%

Article ID
personal-tax-claim-investors-relief-for-share-disposal-taxed-at-10
Article Name
Personal Tax: Claim 'Investors relief' for share disposal taxed at 10%
Created Date
20th June 2022
Product
Problem
IRIS Personal Tax: Claim 'Investors relief' for share disposal (similar to Business Asset Disposal Relief BADR or Entrepreneurs relief’
Resolution

Investors Relief is named within PT as ‘Entrepreneurs Relief – Long-term investments’

Dividends. Capital assets and on the shareholding entry screen – open the share and follow these steps for company and dates

If you have disposed of ordinary shares in an unlisted company and:

  • The shares were newly issued on or after 17 March 2016
  • The shares have been held for a period of 3 years starting from 6th April 2016
  • Open the Events screen and open the share disposal – the Long-term investments option can now be ticked

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