Finance Act 1996

Charge to tax on realised profit comprised in discountU.K.

1(1)Where a person realises the profit from the discount on a relevant discounted security, he shall be charged to income tax on that profit under Case III of Schedule D or, where the profit arises from a security out of the United Kingdom, under Case IV of that Schedule.U.K.

(2)For the purposes of this Schedule a person realises the profit from the discount on a relevant discounted security where—

(a)he transfers such a security or becomes entitled, as the person holding the security, to any payment on its redemption; and

(b)the amount payable on the transfer or redemption exceeds the amount paid by that person in respect of his acquisition of the security [F1(no account being taken of any costs incurred in connection with the transfer or redemption of the security or its acquisition)].

(3)For the purposes of this Schedule the profit shall be taken—

(a)to be equal to the amount of the excess F2...; and

(b)to arise, for the purposes of income tax, in the year of assessment in which the transfer or redemption takes place.

F3(4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Textual Amendments

F1Words in Sch. 13 para. 1(2)(b) inserted (with effect in accordance with Sch. 39 para. 6(1)(a)(2) of the amending Act) by Finance Act 2003 (c. 14), Sch. 39 para. 1(2)

F2Words in Sch. 13 para. 1(3)(a) repealed (with effect in accordance with Sch. 39 para. 6(1)(a)(2) of the amending Act) by Finance Act 2003 (c. 14), Sch. 39 para. 1(3), Sch. 43 Pt. 3(16)

F3Sch. 13 para. 1(4) repealed (with effect in accordance with Sch. 39 para. 6(1)(a)(2) of the amending Act) by Finance Act 2003 (c. 14), Sch. 39 para. 1(4), Sch. 43 Pt. 3(16)