Inheritance Tax Act 1984

98 Effect of alterations of capital, etcU.K.

(1)Where there is at any time—

(a)an alteration in so much of a close company’s share or loan capital as does not consist of [F1quoted shares or quoted securities]

(b)an alteration in any rights attaching to [F2unquoted shares in or unquoted debentures of a close company],

the alteration shall be treated as having been made by a disposition made at that time by the participators, whether or not it would fall to be so treated apart from this section, and shall not be taken to have affected the value immediately before that time of the [F3unquoted shares or unquoted debentures].

(2)In this section “alteration” includes extinguishment.

[F4(3)The disposition referred to in subsection (1) above shall be taken to be one which is not a potentially exempt transfer]

Textual Amendments

F1Finance Act 1987 Sch. 8 para. 2(a),with effect from 17March 1987.Originally

“shares or securities quoted on a recognised stock exchange”.

F2Finance Act 1987 Sch. 8 para. 2(b),with effect from 17March 1987.Originally

“shares in or debentures of a close company which are not so quoted”.

F3Finance Act 1987 Sch. 8 para. 2(c),with effect from 17March 1987.Originally

“shares or debentures not so quoted”.

F4Finance Act 1986 Sch. 19 para. 20,with effect from 18March 1986.