CTM18750 - Shadow ACT: unrelieved surplus: ACT buying

SI1999/358 reg16

Reg16, as ICTA88/S245 does, counters unrelieved surplus ACT buying.  It stops a company or group acquiring a company with unrelieved surplus ACT and routing new business into that company, significantly changing its business in order to exploit its unrelieved surplus ACT.

A set-off of unrelieved surplus ACT is precluded for accounting periods after a change of ownership where

  • within any period of three years there is both a change in the ownership of a company and either earlier or later in that period or at the same time, a major change in the nature or conduct of a trade or business carried on by the company, or
  • at any time after the scale of the activities in a trade or business carried on by a company has become small or negligible and before any considerable revival of the trade or business, there is a change in the ownership of the company.

The description of what a major change includes, see CTM20320, is similar to ICTA88/S245 (4) as are the definitions of trading company and investment company.