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University reclaims VAT on investment management fees

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Read this if:

  • you sell any goods or services and charge VAT;
  • make investments and use the income generated to fund your business; and
  • pay investment managers to manage your investments.

You may be able to reclaim some or all of the VAT charged on the investment management fees you pay.

In a recent case the University of Cambridge was able to recover VAT paid to its investment managers who manage the investments made using the University's charitable donations. The returns from these investments fund all the University’s activities, which are a mixture of commercial (and subject to VAT), commercial (but VAT exempt) and charitable.

If you make investments to help fund your commercial activities then you may also be able to recover some or all of the VAT that you pay to investment managers, even if you also have charitable or other non-commercial activities.

Contact us to find out how to make a claim.

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