Claim for Entrepreneurs’ Relief - Section 169M TCGA 1992
When you make a claim as an individual, this will normally
‘you are unable to make a claim in a return you may do
be done at the time you make your Tax Return. If however
this by completing Section A of this form,
If a claim is made by the trustees fa settlement, then it must be made jointly by both the trustees and the: qualifying
beneficiary To make the claim using this form the qualfying beneficiary should complete Section Aand the ractccc
of the settiement Section 8,
Section A
Individual/qualifying beneficary
Name
Mlexandev Willian Rock
Address
‘Shenstones,,
NG1i3 ons
HM Revenue & Customs office
Lethians Avea, Edtburgh
Tac reference
AMLA 40059
Tota ofall previous chargeable gains (ret of alonabe
Losses) on which you have came Entrepreneurs Relic
either alone - on your own gains - or jointly with trustees,
on the trustees gains
ail
\29 hereby claim under Section 169M TCGA 1952 in respect ofthe dsposl ofthe ase) specified below
Section B
Trustee of settlement
Name
Address
Postcode
HM Revenue & Customs office
Tax reference
'f the individual, trustees or qualifying beneficiary have no
HMRC office or references, please explain wiy
The particulars given in this claim are correctly stated to the best of my/our belief
Description of asset
oF shaves in
Shenstone Sewiees Ltd.
State the name and addresses ofall income beneficiaries
interested in the settiement asset(s) disposed of
Avwl. Ruck (as above >
148275 2009,
Date of disposal 0D Mm YYYY
eo} of) |zlelels
What is each qualifying beneficiaries income entitlement in
percentage terms ofthe asset(s) disposed of
loo.
Pease attach your computation ofthe capital gain on which you are claiming Entrepreneurs Rei and the amount of rei due
Page 10