Part 4U.K.Employment income: exemptions

Chapter 1U.K.Exemptions: general

227Scope of Part 4U.K.

(1)This Part contains—

(a)earnings-only exemptions, and

(b)employment income exemptions.

(2)In this Act “earnings-only exemption” means an exemption from income tax which—

(a)prevents liability to tax arising in respect of earnings, either by virtue of one or more particular provisions (such as a Chapter of the benefits code) or at all, and

(b)does not prevent liability to tax arising in respect of other employment income.

(3)In this Act “employment income exemption” means an exemption from income tax which prevents liability to tax arising in respect of employment income of any kind at all.

(4)The following provisions in Part 7 also confer exemption from liability to income tax in respect of earnings—

[F1(a)section 425 (restricted securities: no charge in respect of acquisition in certain circumstances),

(b)section 475 (no charge in respect of acquisition of securities option),]

(c)sections 489 to 493 and sections 496 to 499 (F2... share incentive plans),

F3(d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(e)section 519 (F4... SAYE option schemes: no charge in respect of exercise of option),

F5(f). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(g)section 524 (F6... CSOP schemes: no charge in respect of exercise of option),

F7(h). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(i)section 542 (priority share allocations: exemption where offer made to public and employees), and

(j)section 544 (priority share allocations: exemption where different offers made to public and employees).

[F8(5)In relation to the interaction between this Part and Part 7A, see section 554P(1).]

Textual Amendments

F1S. 227(4)(a)(b) substituted (with effect in accordance with Sch. 22 para. 25(4) of the amending Act, and otherwise 1.9.2003) by Finance Act 2003 (c. 14), Sch. 22 para. 25(2); S.I. 2003/1997, art. 2

F2Word in s. 227(4)(c) omitted (6.4.2014) by virtue of Finance Act 2014 (c. 26), Sch. 8 paras. 45, 89 (with Sch. 8 paras. 90-96)

F3S. 227(4)(d) repealed (with effect in accordance with Sch. 22 para. 25(4) of the amending Act, and otherwise 1.9.2003) by Finance Act 2003 (c. 14), Sch. 22 para. 25(3), Sch. 43 Pt. 3(4); S.I. 2003/1997, art. 2

F4Word in s. 227(4)(e) omitted (6.4.2014) by virtue of Finance Act 2014 (c. 26), Sch. 8 paras. 130, 146 (with Sch. 8 paras. 147-157)

F5S. 227(4)(f) repealed (with effect in accordance with Sch. 22 para. 25(4) of the amending Act, and otherwise 1.9.2003) by Finance Act 2003 (c. 14), Sch. 22 para. 25(3), Sch. 43 Pt. 3(4); S.I. 2003/1997, art. 2

F6Word in s. 227(4)(g) omitted (6.4.2014) by virtue of Finance Act 2014 (c. 26), Sch. 8 paras. 191, 204 (with Sch. 8 paras. 205-215)

F7S. 227(4)(h) repealed (with effect in accordance with Sch. 22 para. 25(4) of the amending Act, and otherwise 1.9.2003) by Finance Act 2003 (c. 14), Sch. 22 para. 25(3), Sch. 43 Pt. 3(4); S.I. 2003/1997, art. 2

F8S. 227(5) inserted (with effect in accordance with Sch. 2 paras. 52-59 of the amending Act) by Finance Act 2011 (c. 11), Sch. 2 para. 11