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Version status: In force | Document consolidation status: Updated to reflect all known changes
Version date: 6 April 2001 - onwards
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13. Employee share ownership trusts - deceased beneficiaries.

The Principal Act is amended -

(a) in section 519 -

(i) in subsection (5)(a) -

(I) by the substitution in subparagraph (iv) of "the trust deed," for "the trust deed, and", and

(II) by the insertion after subparagraph (iv) of the following:

"(iva) the payment of any sum or the transfer of securities to the personal representatives of a deceased beneficiary under the terms of the trust deed, and",

(ii) by the substitution of the following for subsection (7A):

"(7A) Where the trustees of a trust to which this section applies sell securities on the open market, any gain accruing to such trustees shall not be a chargeable gain if, and to the extent that, the proceeds of such sale are used -

(a) to repay monies borrowed by those trustees,

(b) to pay interest on such borrowings, or

(c) to pay a sum to the personal representatives of a deceased beneficiary.",

(iii) by the insertion of the following after subsection (8):

"(8A) Where the trustees of a trust to which this section applies transfer

Comparing proposed amendment...