HMRC One to Many Letter – Investors’ Relief claims

HMRC’s Wealthy Team are sending out letters to taxpayers who made Investors’ Relief claims in their 2024/25 tax return. One batch of letters asks those who have made claims to check they meet the qualifying conditions. The other batch of letters asks individuals who have not provided a CGT computation to provide sufficient information to HMRC to confirm the claim is valid, otherwise HMRC may amend the return to remove the claim or open a compliance check.

Investors Relief - check your 2024-25 return
Investors Relief - amend your 2024-25 return