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Ep 48: Tax Efficient Strategies for M&A and Employee Incentive Schemes with Sarah Gardner [Founder: Allegro Tax]

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The Tax Reliefs of Mixing, Trading and Investment Companies

HMRC will accept a certain level of investment activity, but if you've got a substantial non-trading activity, it would need to be kept completely separate. mixing, trading and investment companies into a group is tricky for all of these tax reliefs because they both rely on the company that's being sold,. Being a trading company or the holding company or a trading group. So, if you're selling something like investment properties, not getting them, the trading status of the one that you're going to be selling kind of contaminated by this investment activity.

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