HMRC invites discussions with certain taxpayers prior to submitting tax returns

3 Nov 2022

HMRC’s Wealthy External Forum are issuing letters (see the template below) in November inviting selected taxpayers with complex affairs to have a conversation with a Customer Compliance Manager prior to filing their 2021/22 tax returns. The idea is to address any potential areas of complexity before anything is filed – unusual or one-off transactions, and changes in circumstances/life events are cited as the likely topics for discussion. Earlier this year, a similar exercise was carried out, and these latest letters constitute a continuation of this.

UPS239 Final Letter