Self assessment query section 9a

[jbryce]

For me personally: -
1. I would follow scheme providers advice unless they ask for money
2. If you want to challenge HMRC, BG is the only way forward. HMRC will play hard ball - however a large number of people paying a (relatively) small amount got decent legal advice is the only way forward.
3. If you do not want to challenge HMRC, then you are in the hands of HMRC. HMRC are not settling at the moment!

Just an aside on this, I did follow my provider's advice which was basically to just flat bat HMRC's request for information. Further, professional advice suggested that deliberate obstruction was not viewed kindly by HMRC. Be very careful - especially in any correspondence to HMRC.

To cut to the chase, Brillo Pad makes the best point - join BG. If nothing else, it'll keep you sane.

[Diamond1]

""since the 2019 loan tax was announced how has this impacted biggroup? Excuse my ignorance here but were BG not created to try to come to a fair settlement for us contractors in this situation? If the 2019 loan tax ruling over rules then what his the gain of joining BG? ""

Not sure if I have my answer. Ideally I would want to know above before joining BG? Am I missing something?

Join BG
Discuss and prepare reply to section9a (along with scheme provider)
If payment is demanded - seek professional advice


Does this seem a plan? Or is more suitable to advise a tax specialist to take control from the start? I believe WTT charges are approx £1k for 12 months of per tax year .... Am i correct in thinking this could go on for years?

[regron]

""since the 2019 loan tax was announced how has this impacted biggroup? Excuse my ignorance here but were BG not created to try to come to a fair settlement for us contractors in this situation? If the 2019 loan tax ruling over rules then what his the gain of joining BG? ""

Not sure if I have my answer. Ideally I would want to know above before joining BG? Am I missing something?

Join BG
Discuss and prepare reply to section9a (along with scheme provider)
If payment is demanded - seek professional advice


Does this seem a plan? Or is more suitable to advise a tax specialist to take control from the start? I believe WTT charges are approx £1k for 12 months of per tax year .... Am i correct in thinking this could go on for years?

You will be best calling them, explaining your situation, listen to what they have to say, then make an informed decision as to whether it is worth joining yourself.

In other words, hear it from the horses mouth.

[webberg]

Big group has been mentioned and I'll respond.

This is a question that has been asked - and answered - before.

The 2019 charge will apply to all unpaid disguised remuneration loans unless they have been repaid (in cash and with money that is itself not before or after that repayment, part of another tax avoidance plan) or the tax has been settled.

The BG resolution plan is to settle the tax.

If we do this pre 2019 - happy days - we will all know where we are.

If we do this post 2019, then we will have to appeal the assessment and postpone the tax until it is agreed.

So BG will survive 2019.

As a parallel, if 2019 was the be all and end all of the argument, why are HMRC continuing to spend hundreds of man hours chasing enquiries for earlier years? If they win their argument (whatever it is), do you think that they will still raise a 2019 charge or not? I think not and that is why the exemption exists.