Last Tuesday HMRC held its Annual Stakeholder Conference in London which the Institute was represented at by our UK Tax Manager, Leontia Doran. Under the conference theme ‘Navigating the future together: the Transformation Roadmap in Action’, attendees heard more from HMRC’s new CEO and First Permanent Secretary, JP Marks, about the ambitious plans in its Transformation Roadmap, which we previously provided an update on in July. Attendees also took part in a series of workshops, all of which were themed around the roadmap, and which provided the Institute with a key opportunity to directly engage with several senior leaders in HMRC.
In his speech, JP Marks spoke frankly about the challenges which lie ahead but importantly also recognised the need for greater openness and transparency. He set out his vision for even greater collaboration between agents and HMRC in which he sees both groups working together as stewards and custodians of the UK tax ecosystem. It is clear that Mr Marks sees co-creation and collaboration as key to achieving HMRC’s goals in the future.
The Institute recently wrote a letter of introduction to Mr Marks ahead of the conference setting out four key issues on our agenda. These are as follows:
- The Institute’s campaign for a lower rate of corporation tax in Northern Ireland,
- The tax burden and complexity arising from cross-border and remote/hybrid working,
- Tax simplification and the lack of progress in this area, and
- Making Tax Digital for Income Tax and the implementation of mandatory tax adviser registration from 1 April 2026.
Building on previous annual conferences, the tone of the conference was ultimately collaborative and optimistic with a clear focus on innovation and partnership. Simplification of tax administration was another key theme, one which the Institute has been vocal about for some time. As HMRC strives to make administration largely digitalised and user-friendly, the protection of taxpayer data from cyber threats is also a top priority.
Attendees heard in person from the new Exchequer Secretary to the Treasury (XST), Dan Tomlinson MP, who in his speech spoke about his role’s three key priorities, which are unchanged from those of his predecessor, and how these fit with the roadmap. The XST also shared updates on the expansion of HMRC’s compliance and debt management teams and his speech confirmed that he has taken up the role of Chair of the HMRC Board. As a reminder, the three key priorities of the XST are:
- Improving day-to-day performance and the overall taxpayer experience,
- Closing the tax gap, and
- Driving reform and modernisation of the UK’s tax and customs system.