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What measures have you taken to notify tax payers potentially impacted by the 2019 Loan Charge - Tax Payers written advice

Source: WhatDoTheyKnow
Authority: HM Revenue and Customs
Status: We're waiting for Mr Dale Rayment to read a recent response and update the status.
Imported path: /opt/loancharge/imports/wdtk/requests/what_measures_have_you_taken_to

Open original request on WhatDoTheyKnow

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SOURCE: WhatDoTheyKnow
SOURCE_URL: https://www.whatdotheyknow.com/request/what_measures_have_you_taken_to
TITLE: What measures have you taken to notify tax payers potentially impacted by the 2019 Loan Charge - Tax Payers written advice
AUTHORITY: HM Revenue and Customs
AUTHORITY_URL: https://www.whatdotheyknow.com/body/hmrc
STATUS: We're waiting for
Mr Dale Rayment
to read a recent response and update the status.
REQUEST_SLUG: what_measures_have_you_taken_to
CAPTURED_AT: 2026-05-19T07:24:51+00:00
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ATTACHMENTS:
- FOI2018_01395_Final.odt.pdf | https://www.whatdotheyknow.com/request/what_measures_have_you_taken_to/response/1199498/attach/2/FOI2018%2001395%20Final.odt.pdf?cookie_passthrough=1 | application/pdf | 229879 bytes
- [not downloaded] | https://www.whatdotheyknow.com/request/what_measures_have_you_taken_to/response/1199498/attach/html/2/FOI2018%2001395%20Final.odt.pdf.html |  | 0 bytes

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MESSAGE 1 [outgoing]
HEADER: Mr Dale Rayment
2 July 2018
Delivered
--------------------------------------------------------------------------------
Dear HM Revenue and Customs,
I am writing to request information under the Freedom of Information Act 2000. I would be interested in any information held by your organisation regarding my request. I understand that I do not have to specify particular files or documents and it is the departments responsibility to provide the information I require. If you need further clarification please contact me via this website. I would like to request the following information:
What measures have you taken to notify tax payers potentially impacted by the 2019 Loan Charge as passed by Parliament in the 2017 Finance Act.
Specifically I need to know when HMRC will have written to every tax payer potentially impacted to advise them of the 2019 Loan Charge
If my request is denied in whole or in part I ask that you justify all deletions by reference to specific exemptions of the act. I will also expect you to release all non-exempt material. I reserve the right to appeal your decision to withhold any information or to charge excessive fees. I would be grateful if you could confirm in writing that you have received this request. I look forward to your response within 20 working days as outlined by the statute. Many thanks for your assistance with this request.
Yours faithfully,
D Rayment

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MESSAGE 2 [incoming]
HEADER: foi.team@hmrc.gsi.gov.uk on behalf of FOI Central Team,
        HM Revenue and Customs
2 July 2018
--------------------------------------------------------------------------------
Our ref: FOI2018/01395
Dear Mr Rayment,
Freedom of Information Act 2000 Acknowledgement
Thank you for your communication of 2nd July which has been passed to
HMRC's Freedom of Information Team.
We have allocated the above reference which you should quote if you need
to contact us.
The Team will arrange for a reply to be sent to you which will either
comply with HMRC's obligations under Freedom of Information Act or, if we
think it's an enquiry that we don't need to address under the terms of the
Act, let you know why. If it is the latter we will, if possible, pass it
on to a more appropriate part of the Department for answer.
Yours sincerely
HMRC Freedom of Information Act Team

================================================================================
MESSAGE 3 [incoming]
HEADER: foi.team@hmrc.gsi.gov.uk on behalf of FOI Central Team,
        HM Revenue and Customs
31 July 2018
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1 Attachment
FOI2018 01395 Final.odt.pdf
224K
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Dear Mr Rayment,
I am writing in response to your request for information, received 2nd
July 2018.
Yours sincerely,
HMRC Freedom of Information Team

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ATTACHMENT: FOI2018_01395_Final.odt.pdf
TEXT_FILE: FOI2018_01395_Final.odt.pdf.txt
METHOD: pdf_native
OCR_USED: False
PAGES: 2
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--- PDF page 1 ---
Information is available in large print, audio and Braille formats. 
Text Relay service prefix number – 18001 
 
 
 
Counter-Avoidance 
Freedom of Information Team 
6 Floor 
Central Mail Unit 
Newcastle Upon Tyne 
NE98 1ZZ 
Mr Dale Rayment 
By email: request-495204-
97e6189d@whatdotheyknow.com 
Email 
foi.request@hmrc.gsi.gov.uk 
Web 
www.gov.uk 
Date: 31 July 2018 
 
Our ref: 
FOI2018/01395 
 
 
Dear Mr Rayment 
 
Freedom of Information Act 2000 (FOIA) 
 
Thank you for your request, which was received on 2 July, for the following information: 
 
“What measures have you taken to notify tax payers potentially impacted by the 2019 Loan 
Charge as passed by Parliament in the 2017 Finance Act. Specifically I need to know when 
HMRC will have written to every tax payer potentially impacted to advise them of the 2019 
Loan Charge.” 
 
The new disguised remuneration (DR) loan charge ensures DR tax avoidance scheme users 
pay their fair share by taxing loans from these schemes that remain outstanding on 5 April 
2019. 
 
Those affected can prevent the loan charge from arising by repaying the loan or agreeing a 
settlement with HMRC before 5 April 2019. We want to help people settle their tax position 
ahead of the loan charge and have provided a number of opportunities, including the 
publication of settlement terms on 7 November 2017, for DR scheme users to settle their tax 
affairs. 
 
We are actively encouraging DR scheme users to come forward and settle through our day 
to day contact with customers. We are also writing directly to individuals and employers who 
may be impacted by the loan charge and aim to have completed the majority by the end of 
August 2018. We will continue to write to those who might be impacted as they are 
identified. 
 
You also might like to be aware that we have raised additional awareness through our series 
of tax avoidance ‘Spotlight’ publications, tweets and webinars. We have worked with a range 
of stakeholders to generate broader awareness which has been picked up in wider media 
activity. 
 
On 18 July 2018 a ‘HMRC issue briefing: disguised remuneration charge on loans’ was 
published on GOV.UK. This provides additional information about the loan charge, links to 
the settlement terms and relevant Spotlights along with helpful information for those who 
may have difficulty paying what they owe. This can be found at: 
www.gov.uk/government/publications/hmrc-issue-briefing-disguised-remuneration-charge-
on-loans/hmrc-issue-briefing-disguised-remuneration-charge-on-loans

--- PDF page 2 ---
2 
 
If you are not satisfied with this reply you may request a review within two months by 
emailing foi.review@hmrc.gsi.gov.uk, or by writing to the address at the top right-hand side 
of this letter. 
 
If you are not content with the outcome of an internal review, you can make a complaint to 
the Information Commissioner’s Office (ICO). Instructions about this process are available at 
the following link: https://ico.org.uk/concerns/ 
 
 
Yours sincerely, 
 
 
Freedom of Information Team