One to Many Letter – Investors’ Relief

HMRC’s Wealthy Team are sending out letters to an unknown number of taxpayers who made Investors’ Relief claims in their 2023/24 tax returns. One batch of letters is aimed at those who have provided insufficient information to assess their claims, another batch is for those whom HMRC believe do not qualify for the relief. As well as being reminded of the qualifying criteria for the relief, recipients are advised to check their claim entries, otherwise HMRC may commence compliance checks.

Investors Relief Insufficient Information letter
Investors Relief Invalid Claim letter