International Manual - Recent changes to this manual

Below are details of amendments published on 29 December 2006 (see the update index for all updates).

The amendments are extensive but they are mostly relatively minor text and formatting changes, amended/additional hyperlinks or changes to names and titles (e.g. Inland Revenue to HM Revenue and Customs) following departmental restructuring. The more substantive changes are listed below.

SectionTitle and details of update
INTM202040Controlled Foreign Companies: definitions: accounting periods
Additional section dealing with accounting periods beginning on or after 3 December 2004
INTM202050Controlled Foreign Companies: definitions: residence
Additional text under Companies with no territory of residence - Excluded Countries Regulations to deal with accounting periods beginning on or after 3 December 2004
INTM203040Controlled Foreign Companies: exemptions – excluded countries: Meaning of ‘Resident’
Additional section dealing with accounting periods beginning on or after 3 December 2004
INTM203050Controlled Foreign Companies: exemptions – excluded countries: income and gains requirement
Additional section dealing with accounting periods beginning on or after 3 December 2004
INTM203060Controlled Foreign Companies: exemptions – excluded countries: commercially quantified income
Additional section dealing with accounting periods beginning on or after 3 December 2004
INTM203070Controlled Foreign Companies: exemptions – excluded countries: non-local source income
Additional section dealing with accounting periods beginning on or after 3 December 2004
INTM206050Controlled Foreign Companies: exemptions – public quotation condition: Recognised Stock Exchange
Updated list
INTM262020Non-residents trading in the UK: domestic charging provisions: UK legislation – charging provisions
New text to cover enactment of ITTOIA05
INTM262030Non-residents trading in the UK: domestic charging provisions: non-residents – Income Tax charge
New text to cover enactment of ITTOIA05
INTM262040Non-residents trading in the UK: domestic charging provisions: non-resident companies - Corporation Tax charge: ICTA88/S11
New text to cover enactment of ITTOIA05
INTM263000Non-residents trading in the UK: trading in the UK
New text to cover enactment of ITTOIA05
INTM264020Non-residents trading in the UK: domestic law permanent establishment/branch or agency: importance of the concept of permanent establishment/branch or agency to effective taxation of non-residents
New text to cover enactment of ITTOIA05
INTM267030Non-residents trading in the UK: profits of the PE: domestic provisions on quantifying chargeable profits - Income Tax and Corporation Tax
New text to cover enactment of ITTOIA05
INTM268020Non-residents trading in the UK: ‘Machinery provisions for assessment and collection via UK representatives: Who can be the non-resident's UK representative?
New second paragraph/sub-paras i and iii under Who cannot be a UK representative
INTM269170Non-residents trading in the UK: transactions carried out through UK investment managers, brokers or Lloyds agents: investment managers exemption – income tax – casual agents
Page deleted - Guidance previously on this page is now incorporated at INTM268020
INTM269180Non-residents trading in the UK: transactions carried out through UK investment managers, brokers or Lloyds agents: limit to Income Tax charge on non-residents
Final paragraph rewritten
INTM330840DT applications and claims: time limit before 1996/97
Page deleted
INTM331026DT applications and claims: self assessment – repayment claims for non-residents: introduction of new style claim forms
Page deleted
INTM331027DT applications and claims: self assessment – repayment claims for non-residents: claim on an old form
New instructions referring to current form
INTM333130DT applications and claims: Vouchers: microfilmed vouchers
Page deleted
INTM333160DT applications and claims: Vouchers: Vouchers showing Foreign Income Dividends
Page deleted
INTM333190DT applications and claims: Vouchers: What the block voucher clerk does
Page deleted
INTM333200DT applications and claims: Vouchers: How block vouchers are received in this office
Page deleted
INTM333250DT applications and claims: Vouchers: Vouchers showing Income Tax deducted in foreign currency
Page deleted
INTM333280DT applications and claims: Vouchers: What to do with an original Voucher received after payment
Page deleted
INTM334580DT applications and claims: applicants/claimants – individuals
Additional text at eighth bullet to allow for the provisions of the Civil Partnerships Act
INTM338010DT applications and claims: applicants/claimants: Overseas Collecting Societies
Deletion from bulleted list of “Performing right fees paid by Performing Artists Media Rights Association
INTM338070DT applications and claims: applicants/claimants: Overseas Collecting Societies: Performing Artists Media Rights Association (PAMRA)
Page deleted
INTM342540DT applications and claims: Types of income: Royalties: copyright royalties continued
Updated final paragraph
INTM343530DT applications and claims: Types of income: Dividends: Portfolio investors continued: Dividends paid before 6 April 1999
Page deleted
INTM344520DT applications and claims: Types of income: Other income
Revised text under UK unauthorised unit trusts and new final section headed Annual payments that are not interest or royalties
INTM367780DT applications and claims: Non-resident beneficiaries of UK trusts: Distributions to a beneficiary with a discretionary or a contingent interest
Addition to bullet text under Taxation of discretionary trusts to show position from 6 April 2004
INTM368020DT applications and claims: FOTRA securities: Background: Before 6 April 1998
Page deleted
INTM508040Intra-group Funding: ‘thinning out’: commercial considerations
New final sentence
INTM508060Intra-group Funding: ‘thinning out’: How to tackle ‘thinning out’
New section For accounting periods commencing on or after 1 April 2004
INTM509130Intra-group Funding: avoidance and arbitrage: What is arbitrage?
New final sentence in first paragraph
INTM541005Introduction to thin capitalisation (legislation and principles): the importance of 1st April 2004
New page
INTM541030Introduction to thin capitalisation (legislation and principles): Tax effects of different methods of funding I
Additional text in fourth paragraph beginning with the words “This is also known as tax arbitrage.”
INTM541040Introduction to thin capitalisation (legislation and principles): Tax effects of different methods of funding II
Additional text in final paragraph beginning with the words “- known as tax arbitrage.”
INTM541060Introduction to thin capitalisation (legislation and principles): Use of indirect funding methods
New final sentence in third paragraph
INTM544010Thin capitalisation: interest as a distribution – Introduction to ICTA88/S209(2)(da) (repealed)
New first paragraph
INTM544030Thin capitalisation: interest as a distribution - ICTA88/S209(2)(da) (repealed): Provisions of ICTA88/S209(2)(da)
New first paragraph
INTM544050Thin capitalisation: interest as a distribution - ICTA88/S209(2)(da) (repealed): Factors to be taken into account when considering whether ICTA88/S209(2)(da) applies: ICTA88/S209(8C)
New fourth bullet
INTM544070Thin capitalisation: interest as a distribution - ICTA88/S209(2)(da) (repealed): Meaning of effective 51% subsidiaries
New first paragraph
INTM544080Thin capitalisation: interest as a distribution - ICTA88/S209(2)(da) (repealed): Treatment of companies which do not meet the definition of a 51% subsidiary
New first paragraph
INTM546020Thin capitalisation: limitations of ICTA88/S209(2)(da): Non-excessive interest payable to a tax haven
New text in final paragraph after the words “See the chapter on arbitrage at INTM509000 onwards”
INTM572020Thin capitalisation: the start of a case: Practical aspects of a pre-return enquiry
New final sentence in second paragraph
INTM572030Thin capitalisation: the start of a case: Referral to CT & VAT, International CT – Monetary limits
New text in first paragraph after first sentence
INTM572035Thin capitalisation: the start of a case: Referral to CT & VAT, International CT – Other reasons
New page
INTM502040Thin capitalisation: the start of a case: Risk assessment Under Timing of an enquiry, revised text under new sub-heading “Claims made under the provisions of a double taxation agreement” and new text under new sub-heading “Claims made under the provisions of the EU Interest & Royalties Directive”
INTM573010Thin capitalisation: filling in form 4450/1: Information supplied on form 4450/1
New first paragraph and updated bullets showing information requirements
INTM573020Thin capitalisation: filling in form 4450/1: The need for timely completion of the form
New opening paragraph at 1.
INTM579050Thin capitalisation: debt:equity ratio: The UK borrowing unit
New first paragraph
INTM581010Thin capitalisation: practical guidance – comparison of lending in the UK with other countries
Updates in financial ratio table for Australia, Germany and France
INTM582020Thin capitalisation: agreements between HM Revenue & Customs and the group
New third paragraph