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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.1 Enterprise investment scheme /Withdrawal or reduction of EIS income tax relief / E3.169 Value received by EIS investors
Commentary

E3.169 Value received by EIS investors

Personal and employment tax

EIS income tax relief is withdrawn or reduced (see E3.166) if an investor has access to the capital invested by receiving any value from the company within period C (see E3.104)1.

For the purpose of these rules, a payment to an investor includes a payment made to an associate of the investor, a payment made to the investor or the investor's associate indirectly, to the investor's or the associate's order or for the investor's or the associate's benefit2. For more on the meaning of these terms see E3.106A, D3.103.

Receipts of value from a company include receipts from any person who at any time in period A (see E3.104) was connected with the company, whether or not that person was connected with the company at the time the value was received3. For more on connections see B2.109.

When value is received, and the amount received

The investor receives value from the issuing company at any time under the circumstances described in the table below. The amount of the value

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Web page updated on 17 Mar 2025 13:09