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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.2 Venture Capital Trust schemes (VCTs) /VCTs—income tax relief available for the investor / E3.213 Dividend relief—exemption from income tax for the investor
Commentary

E3.213 Dividend relief—exemption from income tax for the investor

Personal and employment tax

A VCT dividend is exempt from income tax in the hands of the recipient provided certain conditions are met.

Definition of a VCT dividend

A VCT dividend is a dividend paid in respect of ordinary shares in a company that is a VCT at the end of the accounting period in which the profit or gains in respect of which it is paid arose or accrued, and is a VCT when the dividend is paid. Additionally it must have been a VCT when the person to whom it is paid acquired the shares1. This means that in effect the dividend must be paid by the VCT whilst it is approved.

If provisional approval is withdrawn, all dividends paid during the period of approval will be treated as if they were never exempt from income tax2.

Conditions for dividend relief

No income tax liability arises in respect of a VCT dividend provided the following conditions are met3:

  1. Ìý

    •ÌýÌýÌýÌý the person beneficially entitled to the dividend

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Web page updated on 17 Mar 2025 16:16