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 UK’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 Kevin Hubbard.

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
Kevin Hubbard HMRC, Deputy Director, Wealthy Team
Anthony Burke HMRC, Assistant Director, Wealthy Strategy Team
Elizabeth McAuley HMRC, Group 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
  Chartered Accountants Ireland
Glenn Collins Association of Chartered Certified Accountants (ACCA)

Terms of reference

The Wealthy External Forum is a joint forum between HMRC’s ‘Wealthy’ Teams and professional bodies representing ‘Wealthy’ individuals.

Its purpose is to consult and engage with ‘Wealthy’ customers and their professional representatives and specifically, it aims to:

  • enable HMRC to gain a greater understanding of the ‘Wealthy’ customer group through regular engagement with professional bodies
  • increase transparency for ‘Wealthy’ customers and their representatives by explaining new and updated ‘Wealthy’ 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 ‘Wealthy’ criteria
  • facilitate discussions that encourage professional bodies to provide feedback to ‘Wealthy’ to improve compliance outcomes

Meetings

  • the group will be chaired by the Deputy Director of HMRC’s ‘Wealthy’ 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 GOV.UK
  • 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

The Wealthy External Forum is one of a number of HMRC 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 that HMRC shares with Wealthy External Forum 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 of the Wealthy External Forum will be periodically reviewed to ensure that it continues to meet the aims stated above.

Meeting minutes

Minutes - 20 October 2023

ODT, 10.2 KB

This file is in an OpenDocument format

Minutes - 18 May 2023 (ODT, 23.3 KB)

Archived minutes

Minutes from previous years are held on The National Archives website:

Wealthy briefings

Roll-over relief: residential property

ODT, 9.14 KB

This file is in an OpenDocument format

Pay tax discrepancies (ODT, 11 KB)

Gift Aid carry back (ODT, 9.32 KB)

Contact details

wealthyexternalforum1@hmrc.gov.uk

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