Pearson, ITV, LSEG eye windfall as HMRC hands back £700mln on EU tax ruling

Published 11/11/2024, 12:20
Updated 11/11/2024, 12:40
© Reuters.  Pearson, ITV, LSEG eye windfall as HMRC hands back £700mln on EU tax ruling
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Proactive Investors - Pearson PLC (LSE:LON:PSON), ITV PLC (LSE:LON:ITV) and London Stock Exchange Group PLC (LSE:LON:LSEG) are in line to benefit from some £700 million in refunds following an overturned ruling in Europe on tax exemptions.

The Court of Justice of the European Union last month sided with the UK against a 2019 decision by Brussels to class exemptions for firms using overseas financing companies as illegal state aid.

HM Revenue & Customs is set to pay out £700 million worth of tax collected in the UK since as a result, leaving a string of firms facing an unexpected windfall.

Education firm Pearson is set to be among major beneficiaries through repayments of up to £105 million.

This is set to “release [a] related £63 million tax provision in 2024,” Pearson, cited by the Financial Times, said.

London Stock Exchange Group also welcomed the September judgement, with its total exposure potentially up to £65 million, while ITV was eyeing a refund of around £10 million, according to a Financial Times-cited source.

The UK’s dispute with the EU had revolved around rules allowing tax exemptions for firms using overseas financing firms to fund operations between 2013 and 2018.

Pearson shares climbed 0.8% on Monday (NASDAQ:MNDY), as ITV and LSEG gained 1.5% and 0.3% respectively.

Read more on Proactive Investors UK

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