Income Tax (Trading and Other Income) Act 2005

467Person liable: UK resident trustees
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(1)Trustees are liable for tax under this Chapter if immediately before the chargeable event in question occurs they are UK resident and condition A, B, C or D is met.

(2)Condition A is that the rights under the policy or contract are held by the trustees on charitable trusts.

(3)Condition B is that—

(a)those rights are held by the trustees on non-charitable trusts, and

(b)one or more of the absent settlor conditions is met.

(4)The absent settlor conditions are that the person who created the trusts—

(a)is non-UK resident,

(b)has died, or

(c)in the case of a company or foreign institution (see section 468(5)), has been dissolved or wound up or has otherwise come to an end.

(5)Condition C is that—

(a)the rights under the policy or contract are held by the trustees on non-charitable trusts,

(b)condition B does not apply, and

(c)neither section 465 or 466 above nor section 547(1)(b) of ICTA (circumstances in which a company is liable for tax under Chapter 2 of Part 13 of ICTA) applies.

(6)Condition D is that the rights under the policy or contract are held as security for a debt owed by the trustees.

(7)If trustees are liable for tax under this Chapter, it is charged—

(a)at the lower rate if—

(i)condition A is met, or

(ii)condition D is met and the trustees are trustees of a charitable trust, and

(b)at the rate applicable under section 686(1A) of ICTA (rate applicable to trusts) in any other case.