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Home / Simons-Taxes /Corporate tax /Part D1 Corporation tax generally /Division D1.7 Loan relationships /Special classes of taxpayer for loan relationships / D1.765 Loan relationships—unit trusts, investment trusts and venture capital trusts
Commentary

D1.765 Loan relationships—unit trusts, investment trusts and venture capital trusts

Corporate tax

D1.765 Loan relationships—unit trusts, investment trusts and venture capital trusts

Authorised unit trusts

An authorised unit trust is deemed to be a company and is subject to corporation tax, but is exempt from tax on chargeable gains1.

The debtor loan relationships of an authorised unit trust are fully within the loan relationships legislation. There is, however, a special exemption for capital profits and losses arising on creditor loan relationships. Where an authorised unit trust prepares its accounts in accordance with UK generally accepted accounting practice, capital profits, gains or losses are defined as such profits, gains or losses arising from a creditor loan relationship as fall to be dealt with under the heading 'net capital gains/losses' in the statement of the total return for the accounting period2. This is in turn defined

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