Webinar: Share Disposals – Entrepreneurs’ Relief and Investors’ Relief

At our tax webinar on Tuesday 12 March, with the Finance Act 2019 now in the books, Anthony Newgrosh and David Simpson looked in detail at the revised rules on claiming entrepreneurs’ relief (ER) on a share disposal. They also looked again at investors’ relief (IR), now that it will become possible to claim the relief for the first time from 6 April.

The discussion included:

Entrepreneurs’ relief: the revised rules

  • What’s changed and what hasn’t?
  • Detailed look at the changes to the 5% test
  • The new dilution relief

Investors’ relief: a refresher

  • How does IR work?
  • Outline of the qualifying conditions
  • How does IR relate to the ER and Enterprise Investment Scheme provisions?
  • Is it possible to claim both ER and IR on the same disposal?

Also available: webinar slides.

Our YouTube channel has recordings of our previous webinars.

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Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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