Agenda CPTT Consultation Forum

2 December 2008

Attendees

Martin Randall CHAIR (HMRC)
Tal Kasi (BDO Stoy Hayward)
Mark Levitt (Hazlems Fenton)
Ann Elmer (Association of Taxation Technicians)
Sarah Wulff -Cochrane (British Bankers Association)
Adrienne Cronshaw (Ernst & Young)
Tony Cohen (Deloitte)
John Foxon (HSBC)
Richard Jameson (Grant Thornton)
Karen Clark (Baker Tilly)
Neil Grant (Coutts)
Laura Kennelly (Withers LLP)
David Kilshaw (KPMG)
Catherine Shepherd (PWC)
Sunita Choolun (HMRC)
Chris Orchard (HMRC)
Christine Edge (HMRC)
Alice Gunn (HMRC)

Apologies

Peter Bickley (ICAEW)
Brendan Fox (Lloyds TSB)
Richard Baron (Institute of Directors)
Sarah Woodall (HMRC)

Agenda Topics

1. Welcome and introductions - Martin Randall
2. The complex wealthy- how should HMRC handle these customers? - Martin Randall
Update on OECD high net worth individual project - Chris Orchard
3. The future of this forum - Martin Randall
4. AOB - All