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SME Tax News

Share loss relief: shares issued to nominee

Last Updated: 26 September 2023

In Neil McLocklin v HMRC (TC 03182), the First-tier Tax Tribunal (FTT) allowed a claim for share loss relief when shares had become of negligible value even though they were acquired by a nominee under some rather unusual conditions.

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Badly drafted Sch 36 Notice set aside

Last Updated: 26 September 2023

In RD Utilities v HMRC [2014] TC03440 a request for a Schedule 36 information notice was set aside by the tribunal because it was so poorly drafted that it was impossible for the parties to know whether it had been complied with.

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HMRC new pensions guidance

Last Updated: 26 September 2023

HMRC issued new guidance for pensioners who are immediately wishing to take advantage of the new pensions flexibility measures, as announced in the 2014 Budget.

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Discovery assessments and the burden of proof

Last Updated: 26 September 2023

In Brimheath Developments Limited & Michael Victor Burgess v HMRC [2013] TC 03438 the FTT found that the taxpayers had failed to discharge the required burden of proof in connection with discovery assessments to demonstrate that they were unfair and were not based on inferences from the available evidence.

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Entrepreneurs’ relief and employment status

Last Updated: 07 October 2024

  In Susan Corbett v HMRC [2014] TC 03435, a wife, who had apparently resigned from her husband’s business was still treated as an employee for the purposes of Capital Gains Tax (CGT) relief.

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Sch 36 information notice and redacted information

Last Updated: 26 September 2023

 In Steven Singh v HMRC [2014] TC 03436, the FTT considered whether Mr Singh had a reasonable excuse for failing to provide information under an Information Notice and upheld certain penalties for his failure to do so.

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Tax appeal: HMRC has “no reasonable prospect of success”

Last Updated: 26 September 2023

In Roderick Thomas & Stuart Thomas v HMRC [2014] TC 03412 the taxpayers attempted to prevent HMRC from proceeding in tax litigation on the grounds that it had “no reasonable prospect of success”.

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VAT: late payment by DD not a reasonable excuse?

Last Updated: 26 September 2023

 In Gillens Limited v HMRC [2014] TC 03406 a company was late in making its VAT payment having failed to allow time for a payment to clear. It did not know that HMRC provides an accelerated payment solution in these circumstances (neither did we!).

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Business centre not a business for BPR

Last Updated: 26 September 2023

In John Best (executor of the estate of Alfred William Buller deceased) v HMRC [2014] TC 03217 shares in a company which ran a business centre did not qualify for inheritance tax (IHT) business property relief (BPR).

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Wasting assets: Painting was plant for Capital Gains Tax

Last Updated: 18 September 2024

In HMRC v The Executors of Lord Howard of Henderskelfe [2014] EWCA 278, the Court of Appeal has confirmed that a valuable painting was plant and therefore a wasting asset so that its sale proceeds were exempt from Capital Gains Tax. This might also be an important result for capital allowances. Note changes from April 2015.

Read more …

  1. Tax planning for 2013/14 year end
  2. Eclipse Film Partners No 35 LLP
  3. Property letting a business for s162 relief
  4. CIS: successful appeals against loss of gross payment status
  5. Goodwill amortisation challenged
  6. Director: company improvements to property and yacht benefit

Subcategories

Archived SME tax news Article Count:  336

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