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Edge EBT thread

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    Fence Sitters

    With apologies to those who already appreciate that this is not going to go away, and recognising that you find yourselves in this position largely through no fault of your own, it is time to engage with the issues. So, whilst this will no doubt be taken as nothing more than an attempt to drum up work I'll say straight away that this is work I don't need. My aim is simply to see taxpayers faced with what is likely to be a long battle with HMRC suitably prepared, whoever you use.

    My proposal is on the table because I already represent a small number of former Edge employees due to their involvement in other arrangements. To deal with them directly is fine for me, but expensive for them, so I offered to see if I could help create a group so that costs could be shared. I believe that I am well placed, and abundantly qualified to help.

    I already represent over 3,000 contractors in other structures, the defence of which is being funded by those behind those arrangement (in most cases despite them being closed down several years ago) and I am doing so on a group basis. I am also involved in other groups in non-contractor arrangements progressing cases to litigation. It is a process that works very well for me and for those I represent.

    Unfortunately such an option does not seem possible for Edge which has scuttled off and left its former employees to their own devices. No doubt to the great delight of HMRC. But the group approach, however collated, is definitely the way to go. Whoever you appoint and however it is funded.

    So each former Edge employee needs to decide what to do next. Keep your head down or plan ahead?

    The first point that I'd make, with apologies for my bluntness, is that there is a huge amount of naivety on this site about what faces those in this structure.

    Whilst HMRC may have sat back until now they have spent much of the past 6 - 12 months getting their act together. It is optimistic to think that you can sit back and wait for others to fund the defence and that you will not hear a peep in the meantime.

    Questions I'd suggest you consider include: What happens if you are chosen for a detailed enquiry? If you are unrepresented do you not offer an easier target? What if HMRC decide to list your case at the Tribunal (as they can once you've appealed) knowing full well you can't fund the case or argue it yourself? What is my response to the technical arguments they present (see for example the very "helpful" Q & A HMRC are sending out with discovery assessments).

    You should consider those questions in light of the following.

    Enquiries into all contractor schemes are being co-ordinated. The vast majority, if not all, contractor arrangements are being enquired into. The Specialist Investigations teams dealing with them all speak regularly and share information.

    The SI Inspector leading the Edge enquiry is leading or co-leading enquiries into at least two other similar arrangements. In them I have seen him issue detailed requests for information and even use Tax Information Exchange Agreements to obtain information from overseas territories.

    HMRC has also spent the past few weeks compiling a detailed information request schedule to request "documents and particulars" from those in contractor arrangements. As soon as that is finalised I expect it to be sent out widely. What will you do if you get one and have 30 days to provide a wealth of documents? The information requests I have seen ask for everything from marketing material, to email correspondence, bank statements, contracts, loan agreements, working patters, details of end users, agencies etc etc. Two pages listing information or documents they want.

    Please do not think that you can simply say that you don't have them, or send them a couple of bits of paper to see them happy. You are required to provide those within your "power or possession". That means if you don't have them, but you can get them, you must. HMRC will for example expect email key word searches, bank statements, etc. Penalties can be levied for non-compliance. Dealing with such an information request is time consuming and burdensome. Better to try to avoid one altogether.

    Let me also be clear, I have no interest in representing a disparate collection of individuals who do not engage with the issues before them. It is expensive. My proposal is not priced upon that basis. If 50, or a 100, or more, receive detailed information requests the cost of dealing with them will be far higher. Certainly on an individual basis. It is a task I'll happily leave to someone else.

    My proposal is predicated upon a minimum number of people joining so that I can proactively manage the enquiry process. I do not want HMRC to issue detailed and comprehensive information requests to everyone because I don't want to spend weeks having to put them together. That is what will happen if the process is not managed with HMRC from the outset. Ideally any advisor will look to agree with them what is called a Representative Sample Arrangement (which broadly means they ask for documents etc from a small sample of the overall group). This is one of the reasons for the comparatively short timeframe in which I have asked members to decide whether they wish to join.

    So, whoever you use, and however you go about it, my very strong recommendation is that you stick together as far as possible. I also suggest that each and every former Edge employee has a clear idea of what you will do, and who you will use, if and when HMRC remove the fence……

    As for those hoping for free advice via this forum I have now made my last post.

    Those that wish to receive my proposal can ask admin for DM rights. If you then provide me with your email address I will happily send you my proposal.


    I wish you all the very best in you resolving the mess in which you find yourselves.

    Saleos.

    Originally posted by fizzy View Post
    I couldn't agree more with this approach. We have to use the lessons learned with BN66.

    A part of the fighting fund should be spent on creating a website with a private forum where only those who have paid have access to. We then have all these discussions in there.

    There are probably a lot of people (including myself) who are sitting on the fence at the moment waiting to see what happens with the group representation before committing them selves either way.

    There are probably another load of people who have no intention of paying any money into a fighting fund and will expect to get there advice and legal representation for free.
    Last edited by administrator; 18 December 2013, 14:46. Reason: Removing name

    Comment


      New poster

      I've had a second letter from HMRC for 2009/10 to follow up on the one earlier this year for 2008/9. From reading this thread it appears that the only options are to join one of the two groups being setup or roll over and pay up. I'm not in the mood for the later just yet but nor am i happy to throw good money after bad.

      I've asked for PM access to get in touch with Seleos and TheDandy to get more details on what they propose. If there any posters who are either Glasgow or Edinburgh based i'd be happy to hook up to talk this through. Not sure about the rest of you but i've had a gut full of email and web based chatter when it comes o this stuff.

      Comment


        Would love to be with group representation...

        Admin : Can I please have PM privilege?

        Thanks

        Comment


          Originally posted by Saleos View Post
          With apologies to those who already appreciate that this is not going to go away, and recognising that you find yourselves in this position largely through no fault of your own, it is time to engage with the issues. So, whilst this will no doubt be taken as nothing more than an attempt to drum up work I'll say straight away that this is work I don't need. My aim is simply to see taxpayers faced with what is likely to be a long battle with HMRC suitably prepared, whoever you use.

          My proposal is on the table because I already represent a small number of former Edge employees due to their involvement in other arrangements. To deal with them directly is fine for me, but expensive for them, so I offered to see if I could help create a group so that costs could be shared. I believe that I am well placed, and abundantly qualified to help.

          I already represent over 3,000 contractors in other structures, the defence of which is being funded by those behind those arrangement (in most cases despite them being closed down several years ago) and I am doing so on a group basis. I am also involved in other groups in non-contractor arrangements progressing cases to litigation. It is a process that works very well for me and for those I represent.

          Unfortunately such an option does not seem possible for Edge which has scuttled off and left its former employees to their own devices. No doubt to the great delight of HMRC. But the group approach, however collated, is definitely the way to go. Whoever you appoint and however it is funded.

          So each former Edge employee needs to decide what to do next. Keep your head down or plan ahead?

          The first point that I'd make, with apologies for my bluntness, is that there is a huge amount of naivety on this site about what faces those in this structure.

          Whilst HMRC may have sat back until now they have spent much of the past 6 - 12 months getting their act together. It is optimistic to think that you can sit back and wait for others to fund the defence and that you will not hear a peep in the meantime.

          Questions I'd suggest you consider include: What happens if you are chosen for a detailed enquiry? If you are unrepresented do you not offer an easier target? What if HMRC decide to list your case at the Tribunal (as they can once you've appealed) knowing full well you can't fund the case or argue it yourself? What is my response to the technical arguments they present (see for example the very "helpful" Q & A HMRC are sending out with discovery assessments).

          You should consider those questions in light of the following.

          Enquiries into all contractor schemes are being co-ordinated. The vast majority, if not all, contractor arrangements are being enquired into. The Specialist Investigations teams dealing with them all speak regularly and share information.

          The SI Inspector leading the Edge enquiry is leading or co-leading enquiries into at least two other similar arrangements. In them I have seen him issue detailed requests for information and even use Tax Information Exchange Agreements to obtain information from overseas territories.

          HMRC has also spent the past few weeks compiling a detailed information request schedule to request "documents and particulars" from those in contractor arrangements. As soon as that is finalised I expect it to be sent out widely. What will you do if you get one and have 30 days to provide a wealth of documents? The information requests I have seen ask for everything from marketing material, to email correspondence, bank statements, contracts, loan agreements, working patters, details of end users, agencies etc etc. Two pages listing information or documents they want.

          Please do not think that you can simply say that you don't have them, or send them a couple of bits of paper to see them happy. You are required to provide those within your "power or possession". That means if you don't have them, but you can get them, you must. HMRC will for example expect email key word searches, bank statements, etc. Penalties can be levied for non-compliance. Dealing with such an information request is time consuming and burdensome. Better to try to avoid one altogether.

          Let me also be clear, I have no interest in representing a disparate collection of individuals who do not engage with the issues before them. It is expensive. My proposal is not priced upon that basis. If 50, or a 100, or more, receive detailed information requests the cost of dealing with them will be far higher. Certainly on an individual basis. It is a task I'll happily leave to someone else.

          My proposal is predicated upon a minimum number of people joining so that I can proactively manage the enquiry process. I do not want HMRC to issue detailed and comprehensive information requests to everyone because I don't want to spend weeks having to put them together. That is what will happen if the process is not managed with HMRC from the outset. Ideally any advisor will look to agree with them what is called a Representative Sample Arrangement (which broadly means they ask for documents etc from a small sample of the overall group). This is one of the reasons for the comparatively short timeframe in which I have asked members to decide whether they wish to join.

          So, whoever you use, and however you go about it, my very strong recommendation is that you stick together as far as possible. I also suggest that each and every former Edge employee has a clear idea of what you will do, and who you will use, if and when HMRC remove the fence……

          As for those hoping for free advice via this forum I have now made my last post.

          Those that wish to receive my proposal can ask admin for DM rights. If you then provide me with your email address I will happily send you my proposal.


          I wish you all the very best in you resolving the mess in which you find yourselves.

          Saleos.
          The time for sitting on the fence is over, we need to club together to have a chance. Edge are not going to help (you can try but suggest you don't leave it too long) so let's get realistic about this and create a suitable fighting fund. I have only recently started reading these postings and I can see what the right way forward is. I have joined a group (Saleos as it goes) as I don't want to be caught out. I would encourage you all to join either group and ideally if possible the 2 groups join giving us more of a fighting chance. Don't stick your head in the sand - it won't save you or work!
          Last edited by administrator; 18 December 2013, 14:46. Reason: Removing name

          Comment


            I'm poised to join a group but concerned over there being two...

            Comment


              decision time - criteria

              Originally posted by Dylan View Post
              I'm poised to join a group but concerned over there being two...
              Dylan, All,

              can I suggest in the absence of any other method, you determine which of the two approaches meet best the famous SMART criteria?

              Saleos has made his position explicit on this thread, TheDandy you need to contact by PM to see what the 'original' approach is, and figure if there has been any material link up with Saleos to 'join forces'. Ive seen nothing to suggest that is the case yet, and Saleos' last post doesn't suggest that either.

              Comment


                Originally posted by Dylan View Post
                I'm poised to join a group but concerned over there being two...
                It's crazy having 2 groups. Utter folly.

                Comment


                  Originally posted by DonkeyRhubarb View Post
                  It's crazy having 2 groups. Utter folly.
                  TheDandy has been going for longer than Saleos who turned up only a couple of weeks ago.

                  Sort yourselves out lads...
                  "I can put any old tat in my sig, put quotes around it and attribute to someone of whom I've heard, to make it sound true."
                  - Voltaire/Benjamin Franklin/Anne Frank...

                  Comment


                    Originally posted by cojak View Post
                    TheDandy has been going for longer than Saleos who turned up only a couple of weeks ago.

                    Sort yourselves out lads...
                    Let's hope commonsense prevails.

                    Comment


                      Saleos v DANDY

                      I used to advise [so NOT looking for clients] on EBT's and have followed the threads for some time. A few obvious pointers:
                      YES - you need a group BUT
                      A/ I am not sure that the money handed to Saleos will be used in the correct priority . (Plus unfortunately I do believe that there is a certain amount of unwarranted fear factor being used by Saleos to attract business. I fear that your £750 will not go far and the next request for funds will be a large one ).
                      B/ Cant comment on DANDY approach other than what has been said 3rd hand re using a "savvy tax barrister for assistance / an opinion". Frankly this is not a sensible way forward UNLESS you know the exact A to Z of how the scheme actually operated. (Virtually all EBT's worked on QC "paper" - including depreciating currency loans). PLUS the outcome of the Rangers or any other EBT case/appeal does not matter if the EDGE scheme was NOT properly implemented.
                      C/ SO does anyone know song and verse how EDGE and the Trust actually operated. E. G. If EDGE have disappeared - who is paying the annual fees of the Trust. Is the Trust still in existence (it is up to the taxpayer to produce this information and a good Trust/Trustee witness to give evidewnce in Court) - if it is NO longer around THEN you can virtually say goodbye to any chance of winning - HMRC will argue Loans written off which is a taxable event.
                      D/ If you received loans from EBT then you were also a beneficiary of the Trust. You have rights of access to certain information from the Trustee..
                      D/ Before pouring money down the drain you also have to look at some very obvious practical issues that arose from the November 2013 Philip Boyle EBT tribunal case. Although the Philip Boyle EBT case is different in many ways (i.e. it supposedly used depreciating currency loans) there are many features that show how difficult a task you face UNLESS you get some support (NOT financial) from EDGE and the EDGE TRUST. E. G.
                      1/ Philip Boyle was a member of the Consulting Overseas EBT scheme which was so badly implemented it could have been argued that it was fraudulent (on the part of the scheme operator/implementor). Consulting Overseas refused to supply any evidence of what happened in the Isle of Man or what transactions were undertaken by the Trust SO the Tribunal had to come to its own conclusions based on other evidence available . SO the Consulting Overseas fiasco will strengthen HMRC's view that most contractor EBT's were set up/implemented on the cheap and are vulnerable.
                      2/ NB Question - Did QC say it was ok for Edge to circulate a brochure/starter pack that stated from the outset what your overall return/take home pay was and other material/emails that does not need much interpretation/reading between lines - this point certainly went against the Consulting Overseas scheme. A NORLA [mod snip - no guessing here please] client very recently posted on this forum about re-reading his sales brochure - HMRC will already be aware of this !!
                      3/ Whoever is the representative Client (if I were HMRC I would go with at least 3 ) they have to be prepared to go into the "dock" under oath and say that they "expected to repay the loans in full" despite the sales brochure referring to the 86% "take home pay" payable as soon as the agency funds hit the bank.
                      4/ the tribunal Judge was NOT impressed with Philip Boyle and fell short of calling him a liar BUT in lawyer speak the Judge was as close as can be without using the word.

                      SO - UNLESS you know song and verse on how the EBT operated it will be difficult to defend. E.G. Rangers FC [Murray Group] success at the first tier tax tribunal was - to some extent - because the company that settled the Trust and the Trustee both gave evidence before the tribunal as to how scheme actually operated. NEITHER did it need to circulate SALES brochures on the internet/ in the post to all and sundry.

                      FINALLY good EBT schemes can be defended AND you need to get to bottom of whether EDGE was good insofar as its implementation AND what does the QC think of the SALES brochure - which was an act of !!!!!!!!!!! on the part of the scheme implementer.

                      Comment

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