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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.1 Enterprise investment scheme /Requirements relating to shares / E3.117 The nature of the relevant shares
Commentary

E3.117 The nature of the relevant shares

Personal and employment tax

The nature of the shares issued is the first of many conditions that relates to shares (see E3.116).

The shares for which EIS relief is available must be relevant shares. Relevant shares are new ordinary shares that, throughout period B (see E3.104), must not carry any present or future1:

  1. Ìý

    •ÌýÌýÌýÌý preferential rights to certain dividends (see below), or

  2. Ìý

    •ÌýÌýÌýÌý preferential rights to the company's assets on a winding-up, or

  3. Ìý

    •ÌýÌýÌýÌý right to be redeemed

Certain dividends with preferential rights

If the following types of dividends are payable on the new ordinary shares, then the shares will not be relevant shares and they will fail to be eligible for EIS relief2:

  1. Ìý

    •ÌýÌýÌýÌý where the amount or dates of payment of the dividend attached to the preferential right, is dependent on the decision of the company or the shareholder or the any other person, or

  2. Ìý

    •ÌýÌýÌýÌý where the company is obliged to pay such a dividend attached to the preferential right

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Web page updated on 17 Mar 2025 16:17