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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.2 Venture Capital Trust schemes (VCTs) /Qualifying holdings of a VCT / E3.245 Investments made by the VCT must be qualifying holdings
Commentary

E3.245 Investments made by the VCT must be qualifying holdings

Personal and employment tax

E3.245 Investments made by the VCT must be qualifying holdings

The VCT provisions1 define which investments made by the VCT in a small company qualify as a qualifying holding of the VCT and thereby attract the associated tax reliefs. These are similar to the EIS provisions for qualifying companies (see E3.126), although one of the main differences is that under the EIS the investment must be in equity capital, whereas the investment by a VCT can also consist of securities.

For the purposes of these provisions, a security in relation to a company is required to have a degree of permanence.

Loans made on or after 15 March 2018

For these purposes, a loan is made on the day on which the amount lent, or (as the case may be) the first day on which any part of the amount lent, is paid or made available to the company. For loans made on or after 15 March 2018, the definition of securities2:

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    •ÌýÌýÌýÌý includes only unsecured loans

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Web page updated on 17 Mar 2025 17:19