Income Tax (Earnings and Pensions) Act 2003

[F2446LCharge on non-commercial increasesU.K.
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(1)This section applies in relation to employment-related securities where on a date that is the valuation date in relation to a relevant period IMV is at least 10% greater than MV.

(2)The taxable amount determined under subsection (4) counts as employment income of the employee for the relevant tax year (but subject to sections 446M and 446N).

(3)The “relevant tax year” is the tax year in which the valuation date falls.

(4)The taxable amount is—

(5)IMV is the market value of the employment-related securities on the valuation date.

(6)MV is the amount that would be the market value of the employment-related securities on the valuation date if any non-commercial increases during the relevant period were disregarded.

(7)For the purposes of subsections (5) and (6)—

(a)any restrictions having effect in relation to the employment-related securities on the valuation date, and

(b)any non-commercial reductions during the relevant period,

are to be disregarded.]

Textual Amendments

F2Pt. 7 Ch. 3B inserted (16.4.2003 with effect in accordance with Sch. 22 para. 6(2)-(4) of the amending Act) by Finance Act 2003 (c. 14), Sch. 22 para. 6(1)