SCHEDULES

SCHEDULE 4U.K.Pensions: offshore transfers

Part 1 U.K.Charges where payments made in respect of overseas pensions

Consequential amendments in ITEPA 2003U.K.

9(1)Section 576A of ITEPA 2003, as it applies where the year of departure is the tax year 2013-14 or a later tax year, is amended as follows.U.K.

(2)In subsection (6)(b) (pension income: temporary non-residents: non-application where payment not referable to relevant transfer fund)—

(a)for “not referable” substitute “ referable neither ”, and

(b)after “relevant transfer fund” insert “ , nor to the member's ring-fenced transfer funds, ”.

(3)In subsection (10) (interpretation), at the end insert—

“member's ring-fenced transfer fund” (see paragraph 1(6C) and (6D)).

(4)The amendments made by this paragraph apply in relation to relevant withdrawals on or after 6 April 2017.

10(1)Section 576A of ITEPA 2003, as it applies where the year of departure is the tax year 2012-13 or an earlier tax year, is amended as follows.U.K.

(2)In subsection (6) (pension income: temporary non-residents: non-application unless payment referable to relevant transfer fund), after “member's relevant transfer fund” insert “ , or the member's ring-fenced transfer funds, ”.

(3)In subsection (8) (interpretation), before the definition of “scheme pension” insert—

member's ring-fenced transfer funds” has the same meaning as in that Schedule (see paragraph 1(6C) and (6D));.

(4)The amendments made by this paragraph apply in relation to relevant withdrawals on or after 6 April 2017.