Wealthy External Forum
This is an HM Revenue and Customs (HMRC) sponsored forum that has been running since 2009. The 'Wealthy' team deals with the personal tax affairs of the UK바카라 사이트™s wealthy individuals and the stakeholder forum is focused on discussing the operational processes and technical tax issues that impact 'Wealthy' customers.
Consultation and engagement with customers and their professional representatives is one of the key underlying principles of the Wealthy team.
External members of this forum comprise of a cross-section of representatives from professional bodies. Internal membership is likely to be dynamic so that appropriate subject matter specialists and policy owners can be involved on a thematic basis.
Membership
The forum is chaired by Danielle Simmons.
Internal membership is likely to be dynamic so that appropriate subject matter specialists and policy owners can be involved on a thematic basis.
External members of this forum comprise a cross-section of representatives from professional bodies.
Depending on the subject matter, HMRC may also invite guest external attendees to a particular forum.
New permanent members will be formally invited by HMRC.
| Current members | Organisation |
|---|---|
| Danielle Simmons | HMRC, Deputy Director, Wealthy Team |
| Zoe Parsons | HMRC, Assistant Director, Wealthy Strategy and Business Delivery |
| Elizabeth McAuley | HMRC, Strategic Lead for Wealthy External Communications and Engagement |
| Rosemary Gemmell | HMRC Secretariat |
| Mark Levitt, Stuart Ritchie, Mei Lim Cooper | Institute of Chartered Accountants of England and Wales |
| Emily Deane, Robert Carington, Robin Vos | Society of Trusts and Estates Practitioners |
| Sofia Thomas | Association of Tax Technicians |
| Penelope Lang, Susan Cattell | Institute of Chartered Accountants for Scotland (ICAS) |
| Jamie Younger | Estates Business Group |
| Imogen Davies | Law Society |
| Malcolm Offord, Andrea Plaw | The Association of Independent Expatriate Tax Practitioners |
| David Hughes, David Mellor, Chris Thorpe | Chartered Institute of Taxation |
| Jack Withrington | Association of Accounting Technicians |
| Ìý | Chartered Accountants Ireland |
| Glenn Collins | Association of Chartered Certified Accountants (ACCA) |
Terms of reference
The Wealthy External Forum is a joint forum between HMRC바카라 사이트™s 바카라 사이트˜Wealthy바카라 사이트™ Teams and professional bodies representing 바카라 사이트˜Wealthy바카라 사이트™ individuals.
Its purpose is to consult and engage with 바카라 사이트˜Wealthy바카라 사이트™ customers and their professional representatives and specifically, it aims to:
- enable HMRC to gain a greater understanding of the 바카라 사이트˜Wealthy바카라 사이트™ customer group through regular engagement with professional bodies
- increase transparency for 바카라 사이트˜Wealthy바카라 사이트™ customers and their representatives by explaining new and updated 바카라 사이트˜Wealthy바카라 사이트™ compliance operational processes
- contribute to an enhanced working relationship between HMRC, its customers and their representatives and improve the operation of the tax system for both HMRC and customers who fit the 바카라 사이트˜Wealthy바카라 사이트™ criteria
- facilitate discussions that encourage professional bodies to provide feedback to 바카라 사이트˜Wealthy바카라 사이트™ to improve compliance outcomes
Subgroups
Changes to the taxation of non-UK domiciled individuals
Meetings
- the group will be chaired by the Deputy Director of HMRC바카라 사이트™s 바카라 사이트˜Wealthy바카라 사이트™ teams
- the secretariat function will be an HMRC employee appointed by the chair on behalf of the forum
- the secretariat, or a delegate, will produce draft minutes of the meetings within 28 days for all members in attendance at the Stakeholder Forum
- the final record of the meeting will be published on a dedicated page on 바카라 사이트
- meetings will be held approximately every 6 months where circumstances allow but may be called at other times if required
- the length of meetings will be flexible, taking into account the nature of the subjects under consideration
- agenda contributions may be invited from members
- the final agenda and supporting papers will normally be circulated at least three working days before any meeting
- action points will be recorded by the secretariat and forum members will be advised of progress by email between meetings
Governance
The바카라 사이트¯Wealthy External Forum is one of a number of바카라 사이트¯HMRC바카라 사이트¯consultative forums for businesses, agents and representative bodies.
The forum is not intended to replace or displace the many existing productive links between HMRC and representative bodies, but to add value to our mutual understanding of the requirements of this particular group of Wealthy customers.
It is not a decision-making body.
Confidentiality
All information and papers that바카라 사이트¯HMRC바카라 사이트¯shares with바카라 사이트¯Wealthy External Forum바카라 사이트¯members will be shared in confidence unless they are already in the public domain or confidentiality restrictions have been expressly lifted.
Where briefings or other documents are shared with the forum, HMRC will state the terms under which they can be shared with other members and with the wider public.
The information shared cannot be used to prejudice the collection of tax.
Review of the forum
The operation, terms of reference and membership of바카라 사이트¯the Wealthy External Forum will be periodically reviewed to ensure that it continues to meet the aims stated above.
Meeting minutes
Conference summary
Archived minutes
Minutes from previous years are held on The National Archives website:
Wealthy briefings