Finance Act 1996

5(1)This paragraph applies where a person who has received a sum to which section 108 of the principal Act applies (election for carry-back) makes an election under that section requiring tax to be charged as if the sum were received on the date on which the discontinuance took place or, as the case may be, on the last day of the period at the end of which the change of basis took place; and in this paragraph—U.K.

  • the earlier year” means the year in which the sum is treated as received;

  • the later year” means the year in which the sum is received.

(2)The claim shall relate to the later year.

(3)Subject to sub-paragraph (4) below, the claim shall be for an amount equal to the difference between—

(a)the amount in which the person is chargeable to tax for the earlier year (“amount A”); and

(b)the amount in which he would be so chargeable on the assumption that effect could be, and were, given to the claim in relation to that year (“amount B”).

(4)Where effect has been given to one or more associated claims, amounts A and B above shall each be determined on the assumption that effect could have been, and had been, given to the associated claim or claims in relation to the earlier year.

(5)In computing amount B for the purposes of this paragraph, no further deduction or relief shall be made or given in respect of any loss or allowance deducted in pursuance of section 105 of the principal Act.

(6)Effect shall be given to the claim in relation to the later year by an increase in the amount of tax payable.