3.5  Calculation of the Refinancing Gain and Gain Share - see HMT Guidance Note on Refinancing

Complete the following table showing the calculation of the Refinancing Gain share to the Authority and attach any other relevant calculations as appendices: 

Description 
(Indicative structure - revise as appropriate)

Amount (£)

Notes (provide explanation)

Distributions shown in the post-refinancing model - Nominal

 

 

Distributions shown in the pre-refinancing model - Nominal

 

 

Net present value of Distributions (Post Refinancing)

 

 

Net present value of Distributions (Pre Refinancing)

 

 

Total Refinancing Gain 

 

 

Discount Rate

 

 

Original Threshold Equity IRR

 

 

Pre-Refinancing Equity IRR

 

 

Post-refinancing blended post-SPV tax IRR

 

 

Tax payments in the model - post-refinancing 

 

 

Authority Share of Refinancing Gain 

 

 

Authority Share of Refinancing Gain as a %

 

 

Provide evidence that the calculations have been reviewed, where applicable negotiated and signed off by appropriately qualified financial advisers.

Is any element of the gain exempt from gain-sharing, for example because the pre-refinancing IRR is below the Threshold Equity IRR? (See SOPC 35.4 and 35.5.3.1)