PART 8SDLT and ATED

Annual tax on enveloped dwellings

135ATED: properties occupied by certain employees etc

1

Part 3 of FA 2013 (annual tax on enveloped dwellings) is amended as follows.

2

Section 145 (occupation by certain employees or partners) is amended in accordance with subsections (3) to (5).

3

In subsection (1)—

a

in paragraph (b), after “qualifying trade” insert “ or qualifying property rental business ”;

b

in paragraph (d) for “trade” substitute “ qualifying trade or qualifying property rental business ”.

4

After subsection (4) insert—

5

For the meaning of “qualifying property rental business” see section 133(3).

5

The heading of that section becomes Occupation by employees or partners of a qualifying trade or property rental business.

6

In section 146 (meaning of “qualifying employee” and “qualifying partner” in section 145)—

a

in subsection (1), after “trade” insert “ or property rental business ”;

b

in subsection (2)—

i

in the words before paragraph (a), after “qualifying trade” insert “ or qualifying property rental business ”, and

ii

in paragraph (a)(i), after “trade” insert “ or (as the case may be) property rental business ”.

7

After section 147 insert—

147ACaretaker flat owned by management company

1

A day in a chargeable period is relievable in relation to a single-dwelling interest if the dwelling in question is a flat in relation to which the conditions in subsection (2) are met.

2

The conditions are that on that day—

a

a company (“the management company”) holds the single-dwelling interest for the purpose of making the flat available as caretaker accommodation,

b

the flat is contained in premises which also contain two or more other flats,

c

the tenants of at least two of the other flats in the premises are members of the management company,

d

the management company owns the freehold of the premises, and

e

the management company is not carrying on a trade or property rental business.

3

For the purposes of subsection (2), the management company makes a flat available “as caretaker accommodation” if it makes it available to an individual for use as living accommodation in connection with the individual's employment as caretaker of the premises.

4

In this section “premises” means premises constituting the whole or part of a building.

8

In section 116 (dwelling in grounds of another dwelling), in the list in subsection (6)—

a

in the entry relating to section 145, for “certain employees or partners” substitute “ employees or partners of a qualifying trade or property rental business ”;

b

at the appropriate place insert— “ section 147A (caretaker flat owned by management company); ”.

9

In section 117 (dwellings in the same building), in the list in subsection (5)—

a

in the entry relating to section 145, for “certain employees or partners” substitute “ employees or partners of a qualifying trade or property rental business ”;

b

at the appropriate place insert— “ section 147A (caretaker flat owned by management company); ”.

10

In section 132 (effect of reliefs under sections 133 to 150), in the list in subsection (3)—

a

in the entry relating to section 145, for “certain employees or partners” substitute “ employees or partners of a qualifying trade or property rental business ”;

b

at the appropriate place insert— “ section 147A (caretaker flat owned by management company); ”.

11

In section 159A (relief declaration returns), in the table in subsection (9), in the entry relating to section 145, for “(dwellings used for trade purposes: occupation by certain employees or partners)” substitute “ or 147A (occupation by certain employees etc) ”.

12

The amendments made by this section have effect for chargeable periods beginning on or after 1 April 2016.