PART 2Key concepts

CHAPTER 3Chargeable transactions and chargeable consideration

Deemed market value

22Deemed market value where transaction involves connected company

1

This section applies where the buyer is a company and—

a

the seller is connected with the buyer, or

b

some or all of the consideration for the transaction consists of the issue or transfer of shares in a company with which the seller is connected.

2

The chargeable consideration for the transaction is to be taken to be not less than—

a

the market value of the subject-matter of the transaction as at the effective date of the transaction, and

b

if the acquisition is the grant of a lease, the rent.

3

In this section—

  • “company” means a body corporate,

  • “shares” includes stock and the reference to shares in a company includes reference to securities issued by a company.

4

Where this section applies, paragraph 1 of schedule 1 (exemption of transactions for which there is no chargeable consideration) does not apply.

5

But this section has effect subject to any other provision affording exemption or relief from the tax.

6

This section is subject to the exceptions provided for in section 23.

23Exceptions from deemed market value

1

Section 22 does not apply in the following cases.

2

In the following provisions “the company” means the company that is the buyer in relation to the transaction in question.

3

Case 1 is where immediately after the transaction the company holds the property as trustee in the course of a business carried on by it that consists of or includes the management of trusts.

4

Case 2 is where—

a

immediately after the transaction the company holds the property as trustee, and

b

the seller is connected with the company only because of section 1122(6) of the Corporation Tax Act 2010 (c.4).

5

Case 3 is where—

a

the seller is a company and the transaction is, or is part of, a distribution of the assets of that company (whether or not in connection with its winding up), and

b

it is not the case that—

i

the subject-matter of the transaction, or

ii

an interest from which that interest is derived,

has, within the period of 3 years immediately preceding the effective date of the transaction, been the subject of a transaction in respect of which group relief was claimed by the seller.