Consultation outcome

VAT treatment of fund management: consultation

This was published under the 2022 to 2024 Sunak Conservative government
This consultation has concluded

Read the full outcome

VAT Treatment of Fund Management Services Review: Summary of Responses

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Detail of outcome

The government has published a response to the consultation on the VAT treatment of fund management.

In total 37 written responses were received. Responses came from a variety of stakeholders, including suppliers and recipients of fund management services, law firms, and trade associations. To further clarify and supplement these written submissions, government officials met 9 industry stakeholders.  

Respondents were supportive of the government’s intention to retain Items 9 and 10, and generally suggested that a list-based approach would provide greater clarity and leave less room for interpretation. The government therefore considers that retaining a list-based approach of Items 9 and 10 of Group 5 Sch. 9 of the Value Added Tax Act 1994 meets the stated aims of providing clarity, certainty, and simplicity.


Original consultation

Summary

The government is publishing a technical consultation on proposed reform of the VAT rules on fund management to improve legal clarity and certainty.

This consultation ran from
to

Consultation description

Following a Budget 2020 announcement, the government examined options for reforming the VAT treatment of fund management services. The technical consultation document sets out proposals for reform of the VAT rules on fund management. These reforms are not intended to result in policy change but are intended to improve the legislative basis of the VAT treatment of fund management. The consultation seeks input on whether the proposed changes achieve the objective of codifying the existing policy to give legal clarity and certainty.

Documents

VAT treatment of fund management services: Consultation

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email digital.communications@hmtreasury.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Updates to this page

Published 9 December 2022
Last updated 14 December 2023 + show all updates
  1. Updated with summary of responses

  2. First published.

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