Part IVU.K. Stamp Duties

Reduction of dutiesU.K.

[F155 Reduced duty on conveyance or transfer on sale.U.K.

(1)Subject to subsections [F2(1A) to] (3) below and to the following provisions of this Part of this Act, the stamp duty chargeable under the heading “Conveyance or Transfer on sale” in Schedule 1 to the M1Stamp Act 1891 shall be charged by reference to the amount or value of the consideration for the sale at the following rates, that is to say—

[F3(a)where the amount or value of the consideration is [F4£60,000] or under and the instrument is certified, as described in section 34(4) of the Finance Act M21958, at [F4£60,000], nil;

[F5(b)where paragraph (a) above does not apply and—

(i)the amount or value of the consideration does not exceed £500, and

(ii)the instrument is certified as described in section 34(4) of the M3Finance Act 1958 at £250,000,

the rate of 50p for every £50 or part of £50 of the consideration;

(c)where paragraph (a) above does not apply and—

(i)the amount or value of the consideration exceeds £500 but does not exceed £250,000, and

(ii)the instrument is certified as described in section 34(4) of the Finance Act 1958 at £250,000,

the rate of £1 for every £100 or part of £100 of the consideration;]

(d)where paragraphs (a) to (c) above do not apply and—

(i)the amount or value of the consideration does not exceed £500,000, and

(ii)the instrument is certified as described in section 34(4) of the Finance Act 1958 at £500,000,

the rate of [F6£2.50p] for every £100 or part of £100 of the consideration; and

(e)in any other case the rate of [F7£3.50p]for every £100 or part of £100 of the consideration;]

and any duty chargeable by reference to that heading shall be charged accordingly.

(1A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F8

(2)In relation to duty chargeable [F9by reference to the heading mentioned in subsection (1) above] by virtue of the heading “Lease or Tack” in the said Schedule 1 in a case where part of the consideration consists of rent and that rent exceeds [F10£600] a year, subsection (1) above shall have effect [F11as if[F12(a)]paragraph (a) and, in paragraphs (b) and (c), the words “paragraph (a) above does not apply and” were omitted]. [F13and

(b)in paragraph (d) for the words “paragraphs (a) to (c)” there were substituted the words “paragraphs (b) and (c)”.]

(3)Nothing in this section shall affect any enactment imposing an upper limit on the amount of duty chargeable ad valorem.

(4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F14]

Textual Amendments

F1S. 55 repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

F3S. 55(1)(a)–(c) substituted by virtue of Finance Act 1984 (c. 43, SIF 114), s. 109(1)

F4Words in s. 55(1) substituted (retrospective to 23.3.1993 with application to instruments executed on or after 16.3.1993 and before 23.3.1993 and not stamped before 23.3.1993 and instruments executed on or after 23.3.1993) by 1993 c. 34, s. 201(1)(a)(2)(4).

F5S. 55(1)(b)-(e) substituted (8.7.1997) for s. 55(1)(b)(c) by 1997 c. 58, s. 49(2)(6)(7) (with s. 3(3))

F6Words in s. 55(1)(d) substituted (retrospective to 16.3.1999 with effect as mentioned in s. 111(4) of the amending Act) by 1999 c. 16, ss. 111(2)(5), 123(4)

F7Words in s. 55(1)(e) substituted (retrospective to 16.3.1999 with effect as mentioned in s. 111(4) of the amending Act) by 1999 c. 16, ss. 111(3)(5), 123(4)

F10Words in s. 55(2) substituted (retrospective to 23.3.1993 with application to instruments executed on or after 16.3.1993 and before 23.3.1993 and not stamped before 23.3.1993 and instruments executed on or after 23.3.1993) by 1993 c. 34, s. 201(1)(b)(2)(4).

F12Word in s. 55(2) inserted (8.7.1997 with application as mentioned) by 1997 c. 58, s. 49(4)(a)(6)(7) (with s. 3(3))

F13S. 55(2)(b) and the word preceding it inserted (8.7.1997 with application as mentioned) by 1997 c. 58, s. 49(4)(b)(6)(7) (with s. 3(3))

Modifications etc. (not altering text)

Marginal Citations

[F1556 Reduced duty on leases.U.K.

(1), (2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F16

(3)For the purposes of the said heading a lease granted for a fixed term and thereafter until determined shall be treated as a lease for a definite term equal to the fixed term together with such further period as must elapse before the earliest date at which the lease can be determined; and section 75 of the said Act of 1891 (agreements for leases) shall be construed accordingly.

(4)Section 76, subsections (3) and (4) of section 77 and section 78 of the said Act of 1891 shall cease to have effect.]

Textual Amendments

F15S. 56 repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

Modifications etc. (not altering text)

C2The “said heading” means the heading “Lease or Tack” in Stamp Act 1891 (c. 39), Sch. 1

C3The text of ss. 56(4), 59(5), 68, 73(9) is in the form in which it was originally enacted: it was not reproduced in Statutes in Force and does not reflect any amendments or repeals which may have been made prior to 1.2.1991.

[F1757 Miscellaneous reductions.U.K.

(1)The rates of stamp duty chargeable under or by reference to the following headings or parts of headings in Schedule 1 to the Stamp Act 1891, that is to say—

shall be those at which the duty would be chargeable if section 52 of the M4Finance Act 1947 (which doubled the rates) had not been enacted.

(2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F20]

Textual Amendments

F17S. 57 repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

F18Words repealed with saving by Finance Act 1973 (c. 51),s. 59(7), Sch. 22 Pt. V

Marginal Citations

58. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F21U.K.

Textual Amendments

F21S. 58 repealed by Finance Act 1974 (c. 30), Sch. 14 Pt. VII; and expressed to be repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

Bearer InstrumentsU.K.

[F2259 Stamp duty on bearer instruments.U.K.

(1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F23

(2)—(4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F24

(5)Section 44 of the Finance Act 1944 (repayment of transfer duty in case of securities transferable by delivery) shall cease to have effect.]

Textual Amendments

F22S. 59 repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

Modifications etc. (not altering text)

C4The text of ss. 56(4), 59(5), 68, 73(9) is in the form in which it was originally enacted: it was not reproduced in Statutes in Force and does not reflect any amendments or repeals which may have been made prior to 1.2.1991.

60. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F25U.K.

Textual Amendments

61. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F26U.K.

Textual Amendments

MiscellaneousU.K.

[F2762 Commonwealth stock.U.K.

(1)In Schedule 1 to the M5Stamp Act 1891, the heading “Conveyance or Transfer whether on sale or otherwise” (which relates to Canadian and colonial stock) shall be omitted, . . . F28.

(2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F29

(3). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F30

(4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F31

(5). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F32

(6). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F29]

[F3363 Securities for annual and other payments.U.K.

In determining whether an instrument is—

(a)the only, principal or primary security for any annuity or for any sum or sums of money within the meaning of paragraph (1) of the heading “Bond, Covenant or Instrument of any kind whatsoever” in Schedule 1 to the Stamp Act 1891; or

(b)the only, principal or primary security for the payment or repayment of money within the meaning of paragraph (1) of the heading “Mortgage, Bond, Debenture, Covenant and Warrant of Attorney” in that Schedule,

no account shall be taken of any other instrument which is a security for the same annuity, sum or sums, or for the same payment or repayment, as the case may be, or for any part thereof, unless that other instrument is chargeable with stamp duty under either of the said paragraphs and is duly stamped.]

Textual Amendments

F33S. 63 repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F34U.K.

65 Miscellaneous exemptions.U.K.

(1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F35

[F36(2)In Part VII of the M6Finance Act 1946 . . . F37, the references to a unit trust scheme shall be deemed not to include references—

(a)to any common investment scheme under section 22 of the M7Charities Act 1960 [F38or any common deposit scheme under section 22A of that Act][F39or to any common investment scheme under section 24 or any common deposit scheme under section 25 of the Charities Act 1993;]; or

(b)to any unit trust scheme the units in which are, under the terms of the trust instrument relating to the scheme, required to be held only by bodies of persons established for charitable purposes only or trustees of trusts so established.]

(3)No stamp duty shall be chargeable in respect of any form of application for legal aid under [F40the M8Legal Aid Act 1974 or the M9Legal Aid (Scotland) Act 1967] or in respect of any form relating to the offer and acceptance of a certificate pursuant to an application for legal aid under those Acts.

Textual Amendments

F35Ss. 59(2)–(4), 60, 61, 62(4), 65(1), 67 repealed by Finance Act 1990 (c. 29, SIF 114), s. 132, Sch. 19 Pt. VI and s. 65(1) expressed to be repealed (27.7.1999) by 1999 c. 16, s. 139, Sch. 20 Pt. V(2)

F36S. 65(2) repealed (27.7.1999 with effect as mentioned in Sch. 20 Pt. V(5) of the amending Act) by 1999 c. 16, s. 139, Sch. 20 Pt. V(5), Notes 1, 2

F39Words in s. 65(2)(a) added (1.8.1993) by 1993 c. 10, ss. 98(1), 99(1), Sch. 6 para. 5.

F40Words substituted by virtue of Interpretation Act 1978 (c. 30), s. 17(2)(a)

Marginal Citations

66. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F41U.K.

Textual Amendments

F41S. 66 repealed by Finance Act 1967 (c. 54), s. 29(5)(b), Sch. 16 Pt. III

67. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F42U.K.

Textual Amendments