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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.9 Tax relief for social investments /Withdrawal of social investment relief / E3.916 Attribution of SI relief to investments
Commentary

E3.916 Attribution of SI relief to investments

Personal and employment tax

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

The attribution of SI relief to investments depends heavily on the concept of the 'distinct investment'. This is an investment made on a single day either in a single share or debenture, or in shares and debentures that are in the same SE and of the same class1. The legislation is silent on the matter of a single investment which is spread over differing classes of share or debenture. Presumably this would

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