VCM   - Recent changes to this manual

The Venture Capital Schemes Manual has been revamped.

The guidance is largely unchanged but many changes of detail have been made throughout to reflect Business Tax manual standards. In particular references to statute and page headings have been upgraded to ensure that they are shown in a standard form.

In addition however the pages listed below have specific changes as indicated.

Below are details of the amendments that were published on 14 October 2004 (see the update index for all updates).

SectionTitle and details of update
VCM10000Introduction: contents.
New page VCM10080 added to table of contents.
VCM10050Introduction: Small Company Enterprise Centre.
Tees Valley SCEC deleted and TIDO changed to CRI.
VCM10080Introduction: abbreviations used.
New page.
VCM12060The investment process: purpose of issue of shares.
Reference to statute in second line corrected and word ‘fully’ added.
Updated to reflect Finance Act 2004 removal of same day rule.
VCM12070The investment process: purpose for which money raised.
Updated to reflect Finance Act 2004 changes.
VCM12080The investment process: employment of money: overview.
Final paragraph expanded by way of further explanation.
VCM12100The investment process: employment of money: company using it.
Updated to reflect Finance Act 2004 changes.
VCM12140The investment process: subscriptions for shares: commerciality.
In third sentence ‘would’ changed to ‘could’ and ‘would clearly’ changed to ‘may well’.
VCM15060Investee companies: qualifying subsidiaries.
Updated to reflect Finance Act 2004 changes.
VCM15070Investee companies: trading companies.
First sentence expanded by addition of ‘wholly’ and ‘or trades’.
VCM17040Qualifying trades: excluded activities: 'substantial part' of a trade.
In third sentence of first paragraph ‘more’ replaces ‘less’ and ‘not’ deleted before ‘regarded’.
VCM17120Qualifying trades: receiving royalties and licence fees.
Final paragraph (‘where the…………..not relevant’) deleted
VCM17310Qualifying trades: royalties and licence fees: waivers from 6 April 2000.
First sentence of final paragraph revised and ‘latter provision’ added to second sentence.
VCM17320Qualifying trades: letting ships on charter.
From 2004 ‘oil rigs’ changed to ‘offshore installations’ at (i).
VCM20600EIS: general: qualification periods.
Paragraph 2 substantially revised; addition in brackets in paragraph 5; addition of ‘on or’ to headings for paragraphs 6 & 7.
VCM25000EIS: income tax relief: contents.
Page VCM26070 moved and renumbered VCM26110.
VCM25080EIS: income tax relief: connection with the company: directors as business angels.
Final paragraph of example 2 withdrawn (after ‘business angel’).
VCM25300EIS: income tax relief: eligibility for relief.
Updated (at fifth bullet) to reflect Finance Act 2004 change to maximum subscription on which relief due.
VCM25400EIS: income tax relief: amount of relief.
20% inserted before ‘see AP2973’ in first paragraph.
VCM25430EIS: income tax relief: limit on relief.
Updated to reflect Finance Act 2004 limit changes.
VCM25460EIS: income tax relief: claiming relief: person entitled.
Second paragraph rewritten for greater clarity.
VCM26000EIS: income tax relief: reduction and withdrawal of relief.
Third bullet deleted and final paragraph rewritten.
VCM26070Page renumbered to VCM26110.
VCM26110EIS: income tax relief: part disposals.
Page renumbered from VCM26070; first paragraph rewritten; minor changes to examples.
VCM26310EIS: income tax relief: value received: insignificant amount.
‘if it exceeds £1000’ added at start of second bullet.
VCM26320EIS: income tax relief: value received: circumstances and amount.
Updated to reflect Finance Act 2004 changes.
VCM26360EIS: income tax relief: Value received: amount of reduction of relief.
Examples substantially revised.
VCM26420EIS: income tax relief: purchase of shares by company from 'no relief' member: insignificant amounts.
‘all’ replaced by ‘a’ in first sentence of second paragraph.
VCM26500EIS: income tax relief: withdrawal or reduction of relief: information powers.
Second paragraph rewritten.
VCM26550EIS: income tax relief: interest charged on withdrawal assessments.
‘SA return is amended or the’ inserted in last sentence of first paragraph.
VCM38010EIS: deferral relief: shares issued on or after 6 April 1998: introduction and qualifying gains.
'in respect of shares issued on or before 5 April 2004' added to first sentence of final paragraph.
VCM38020EIS: deferral relief: shares issued on or after 6 April 1998: qualifying investments.
Substantially revised throughout due to rule changes from 17 March 2004.
VCM38100EIS: deferral relief: shares issued on or after 6 April 1998: how deferral relief is allowed.
'in respect of qualifying investments in VCT shares issued on or before 5 April 2004' added to paragraph before the example.
VCM38200EIS: deferral relief: shares issued on or after 6 April 1998: when is the deferred gain brought back into charge?
Substantially revised from sub heading (c) onwards.
VCM40100EIS: deferral relief: shares issued on or after 6 April 1998: meaning of receiving value and amount of value received.
New explanatory paragraph beginning ‘For shares…’ inserted after second bullet point.
VCM40750EIS: deferral relief: shares issued on or after 6 April 1998: return of value to be disregarded.
New final paragraph beginning ‘Subsidiary….’
VCM41000EIS: deferral relief: shares issued on or after 6 April 1998: Inspector's power to require information.
Section under 'avoidance' sub-heading substantially expanded.
VCM50120CVS: general: qualifying issuing companies: qualifying subsidiaries.
Updated to reflect Finance Act 2004 changes.
VCM50140CVS: general: qualifying issuing companies: trading activities requirement.
In first sentence of second paragraph ‘does not have a subsidiary’ replaced by ‘has one or more subsidiaries’.
VCM50320CVS: investors and reliefs: advance clearance.
TIDO changed to CRI.
VCM50530CVS: investors and reliefs: investment relief: examination of claims.
Addition of final sentence to paragraph 2 re LFC.
VCM60020VCT scheme: general: what is a VCT?
Rewritten where appropriate to reflect change in limit for 2004-05.
New final paragraph to reflect removal of deferral relief.
VCM60710VCT scheme: general: return of amounts subscribed for eligible shares: format of return.
TIDO changed to CRI.
VCM62170VCT scheme: qualifying holdings: company using the money.
Updated to reflect Finance Act 2004 changes.
VCM62310VCT scheme: qualifying holdings: nature of investee company.
New fifth bullet.
VCM62500VCT scheme: qualifying holdings: requests for advance assurances.
New sentence at end of paragraph one advising contact with the SCEC.
VCM64020VCT scheme: reliefs: 'front-end' Income Tax relief: who can claim relief and queries.
First sentence revised to reflect change in limit from 2004-05.
Addition of 'preferential' to last sentence of first paragraph.
VCM64030VCT scheme: reliefs: 'front-end' Income Tax relief: how relief is calculated.
First bullet revised to show higher rate relief.
VCM64070VCT scheme: reliefs: 'front-end' Income Tax relief: code number.
(i.e. before the ‘new’ rules allowing higher rate Income Tax relief) added to second paragraph of example 1.
VCM64200VCT scheme: reliefs: dividend exemption from Income Tax.
Limit increased to £200,000 from 2004-05 in first paragraph.
VCM66050VCT disposal relief: exemption from CGT.
Limits changed in first sentence of final bullet point.
VCM66070VCT disposal relief: relief on disposals.
Last sentence revised to reflect removal of deferral relief.
VCM66300VCT disposal relief: acquisitions over permitted maximum.
Rewritten where appropriate to reflect change in limit for 2004-05.
VCM68000 onwardsVCT deferral relief: contents.
Additions throughout the chapter to reflect fact that VCT deferral relief is abolished for shares issued after 5 April 2004.