Part 16Companies with investment business

Chapter 3Amounts treated as expenses of management

Counselling and retraining expenses

1238Retraining courses

(1)

This section applies if—

(a)

a company with investment business (“the employer”) incurs retraining course expenses,

(b)

they are incurred in relation to a person (“the employee”) who holds or has held an office or employment under the employer, and

(c)

the relevant conditions are met.

(2)

The expenses are treated for the purposes of Chapter 2 as expenses of management.

(3)

In this section—

retraining course expenses” means expenses incurred in the payment or reimbursement of retraining course expenses within the meaning given by section 311(2) of ITEPA 2003, and

the relevant conditions” means—

(a)

the conditions in subsections (3) and (4) of section 311 of ITEPA 2003 (employment income exemptions: retraining courses), and

(b)

in the case of travel expenses, the conditions in subsection (5) of that section.

(4)

If—

(a)

an employer's liability to corporation tax for an accounting period is determined on the assumption that a deduction for expenditure is allowed by virtue of this section, and

(b)

the deduction would not otherwise have been allowed,

subsections (2) to (6) of section 75 (retraining courses: recovery of tax) apply.