CPTT Consultation Forum - Terms of Reference
The Forum is a partnership between HMRC, individuals, professional bodies, agents, advisors and other interested parties who have an interest in or who represent individuals with high levels of income, wealth or complexity. The name of the group is the CPTT Consultation Forum.
Objectives
1. The forum will cover issues arising from the Individual Customer Forum where there is significant impact is on the complex and wealthy customer.
The key objectives will be:
Policy
To consider proposed policy, legislative, technical operational changes discussed at the Individual and/or other Customer Fora that affect the wealthy/complex.
To discuss and propose solutions to problems or issues arising from such changes and feed this back to policy colleagues.
Processes
To clarify HMRC technical and operational processes (for example Risk) which impact on their day to day business operations.
To discuss issues raised by members about the operation of current processes, and to identify and implement improvements where possible.
The intention will be to resolve issues wherever possible.
Forum membership and meetings
2. The permanent membership of the Forum will be drawn widely from individuals, professional bodies, agents, advisors and other interested parties who have an interest in or who represent individuals with high levels of income, wealth or complexity and who can reflect the range of customer needs in this area. HMRC’s attendees will be drawn from Complex Personal Tax Teams, Charities Assets and Residence, Individual Customer Units and. Product and Process Units (including Policy specialists) where appropriate. Representation will be kept under review by the joint chairs, to ensure that this facilitates the realisation of the objectives of the Forum.
3. The Forum will normally meet twice a year, with extra meetings if required by all members. HMRC will produce minutes of meetings for all members and for publication on the HMRC website. The Forum may also sponsor working groups to look at particular issues (generally for a limited period to suit the business need) and report back to the main body.
4. The group will be jointly chaired by a senior official from within CPTT and a Wealthy Complex representative. The co-chairs will be chosen by forum members, and subject to annual review.
5. HMRC will give at least 6 weeks notice of Forum meetings and invite agenda contributions from members, following which a draft agenda will be issued. The final agenda will normally be circulated at least five business days before any meeting.
6. The secretary of the group will liaise with secretaries of other consultation fora to ensure issues are discussed in the most suitable forum, and thus to avoid duplication or confusion.
7. Action points will be recorded by the secretary, and representatives will be advised of progress by e-mail between meetings. A Question and Answer log will be maintained and kept up to date between meetings. Rationale will be given to support answers provided.
