Part III Insurance Premium Tax

Supplementary

72 Interpretation: premium.

1

In relation to a taxable insurance contract, a premium is any payment received under the contract by the insurer, and in particular includes any payment wholly or partly referable to—

a

any risk,

b

costs of administration,

c

commission,

d

any facility for paying in instalments or making deferred payment (whether or not payment for the facility is called interest), or

e

tax.

F11A

Where an amount is charged to the insured by any person in connection with a taxable insurance contract, any payment in respect of that amount is to be regarded as a payment received under that contract by the insurer unless—

a

the payment is chargeable to tax at the higher rate by virtue of section 52A above; or

b

the amount is charged under a separate contract and is identified in writing to the insured as a separate amount so charged.

2

A premium may consist wholly or partly of anything other than money, and references to payment in subsection (1) above shall be construed accordingly.

3

Where a premium is to any extent received in a form other than money, its amount shall be taken to be—

a

an amount equal to the value of whatever is received in a form other than money, or

b

if money is also received, the aggregate of the amount found under paragraph (a) above and the amount received in the form of money.

4

The value to be taken for the purposes of subsection (3) above is open market value at the time of the receipt by the insurer.

5

The open market value of anything at any time shall be taken to be an amount equal to such consideration in money as would be payable on a sale of it at that time to a person standing in no such relationship with any person as would affect that consideration.

6

Where (apart from this subsection) anything received under a contract by the insurer would be taken to be an instalment of a premium, it shall be taken to be a separate premium.

7

Where anything is received by any person on behalf of the insurer—

a

it shall be treated as received by the insurer when it is received by the other person, and

b

the later receipt of the whole or any part of it by the insurer shall be disregarded.

F27A

Where any person is authorised by or on behalf of an employee to deduct from anything due to the employee under his contract of employment an amount in respect of a payment due under a taxable insurance contract, subsection (7) above shall not apply to the receipt on behalf of the insurer by the person so authorised of the amount deducted.

8

In a case where—

a

a payment under a taxable insurance contract is made to a person (the intermediary) by or on behalf of the insured, and

b

the whole or part of the payment is referable to commission to which the intermediary is entitled,

in determining for the purposes of subsection (7) above whether, or how much of, the payment is received by the intermediary on behalf of the insurer any of the payment that is referable to that commission shall be regarded as received by the intermediary on behalf of the insurer notwithstanding the intermediary’s entitlement.

F38A

Where, by virtue of subsection (7A) above, subsection (7) above does not apply to the receipt of an amount by a person and the whole or part of the amount is referable to commission to which he is entitled—

a

if the whole of the amount is so referable, the amount shall be treated as received by the insurer when it is deducted by that person; and

b

otherwise, the part of the amount that is so referable shall be treated as received by the insurer when the remainder of the payment concerned is or is treated as received by him.

9

References in subsection (8) above to a payment include references to a payment in a form other than money.

10

This section has effect for the purposes of this Part.