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Where Taxpayers and Advisers Meet

EIS tax relief reclaim if investor deceased

Andrew01
Posts:26
Joined:Wed Aug 06, 2008 3:27 pm
EIS tax relief reclaim if investor deceased

Postby Andrew01 » Fri Apr 29, 2022 7:27 pm

Hello Income Tax forum

Enterprise Investment Scheme/EIS income tax relief reclaim if the investor is deceased.
If the EIS investor dies before receiving the EIS3 form and claiming income tax relief from HRMC.
Can the estate still claim income tax relief on behalf of the deceased?

I do know income tax relief if claimed before death, is not clawed back even if the shares are not held for the income tax qualifying period of 3 years for EIS and 5 years for VCT.

thank you in advance
Andrew

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