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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.9 Tax relief for social investments /Claiming social investment relief / E3.911 Claiming SI relief—time limits and entitlement
Commentary

E3.911 Claiming SI relief—time limits and entitlement

Personal and employment tax

Note that this scheme closed to new investment from 6 April 2023 onwards.

In relation to SEs other than an accredited social impact contractor, a claim for SI relief may only be made by an investor in a specified period. That period begins immediately after the requirement for the qualifying trade (or preparatory work) to be carried on for four months (see E3.909) is met. It ends with the fifth anniversary of the normal filing date

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