SVM109050 - ITEPA: Schedule 22 Finance Act 2003



The regime for the taxation of employment – related securities introduced by Schedule 22, Finance Act 2003 (as amended) comprises the following chapters:


Chapter 1The IntroductionERSM10000
Chapter 2Restricted securitiesERSM30000
Chapter 3Convertible securitiesERSM40000
Chapter 3ASecurities with artificially depressed market valueERSM50000
Chapter 3BSecurities with artificially enhanced market valueERSM60000
Chapter 3CSecurities acquired for less than market valueERSM70000
Chapter 3DSecurities disposed of for more than market valueERSM80000
Chapter 4Post acquisition benefits from securitiesERSM90000
Chapter 4AShares in research institution spin out companiesERSM100000
Chapter 5Securities optionsERSM110000

Where there is doubt or concern regarding the application of the legislation in the valuation process, the Employment Related Securities Manual (ERSM) should always be considered before the ITEPA specialists in SAV are consulted.


Additional Guidance: SVM150000