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Reserved Investor Fund

HM Revenue & Customs and HM Treasury are introducing new tax rules for the Reserved Investor Fund (RIF), a financial structure for co-ownership investment schemes, through draft regulations and consultation on tax treatment. The policy also addresses financial promotion exemptions for high net worth and sophisticated investors, and relates to the broader overseas funds regime. This is an active tax policy initiative with draft statutory instruments and consultation documents recently published.

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Family: Consultations
7 Nov 2023 | Consultation outcome HM Treasury linked

Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation — outcome published

The government is consulting on proposals to amend the financial promotion exemptions for high net worth individuals and sophisticated investors.

▤ View document · ↗ GOV.UK · ↓ Financial promotion exemptions for high net wor… (41pp)
+1 more
↓ Financial promotion exemptions for high net worth individua… (32pp)
9 Mar 2022 | Consultation outcome HM Treasury linked

Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation — consultation closed

The government is consulting on proposals to amend the financial promotion exemptions for high net worth individuals and sophisticated investors.

▤ View document · ↗ GOV.UK · ↓ Financial promotion exemptions for high net wor… (41pp)
+1 more
↓ Financial promotion exemptions for high net worth individua… (32pp)
15 Dec 2021 | Consultation outcome HM Treasury linked

Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation — consultation opened

The government is consulting on proposals to amend the financial promotion exemptions for high net worth individuals and sophisticated investors.

▤ View document · ↗ GOV.UK · ↓ Financial promotion exemptions for high net wor… (41pp)
+1 more
↓ Financial promotion exemptions for high net worth individua… (32pp)
24 Mar 2016 | Consultation outcome HM Treasury linked

Consultation: proposal to use a Legislative Reform Order to change partnership legislation on collective investment schemes — outcome published

This consultation outlines proposed changes to UK partnership legislation, effectively accommodating limited partnerships for private equity investments.

▤ View document · ↗ GOV.UK · ↓ Proposal on using Legislative Reform Order to c… (21pp)
+2 more
↓ The Legislative Reform (Limited Partnerships) Order 2015 dr… (9pp) ↓ Proposal on using Legislative Reform Order to change partne… (24pp)
5 Oct 2015 | Consultation outcome HM Treasury linked

Consultation: proposal to use a Legislative Reform Order to change partnership legislation on collective investment schemes — consultation closed

This consultation outlines proposed changes to UK partnership legislation, effectively accommodating limited partnerships for private equity investments.

▤ View document · ↗ GOV.UK · ↓ Proposal on using Legislative Reform Order to c… (21pp)
+2 more
↓ The Legislative Reform (Limited Partnerships) Order 2015 dr… (9pp) ↓ Proposal on using Legislative Reform Order to change partne… (24pp)
23 Jul 2015 | Consultation outcome HM Treasury linked

Consultation: proposal to use a Legislative Reform Order to change partnership legislation on collective investment schemes — consultation opened

This consultation outlines proposed changes to UK partnership legislation, effectively accommodating limited partnerships for private equity investments.

▤ View document · ↗ GOV.UK · ↓ Proposal on using Legislative Reform Order to c… (21pp)
+2 more
↓ The Legislative Reform (Limited Partnerships) Order 2015 dr… (9pp) ↓ Proposal on using Legislative Reform Order to change partne… (24pp)