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Reports

Care workers – challenges of the tax and benefits system
Published on 2 May 2018

Care workers – challenges of the tax and benefits system

This report outlines the challenges that the tax and benefits systems present to care workers – many of whom are already grappling with practices such as non-payment of travel time and zero-hours contracts – and puts forward a number of recommendations for reform....

Published on 27 February 2018

The complexities of government-incentivised savings for people on low incomes

The Chartered Institute of Taxation's (CIOT) Fellowship thesis by Kelly Sizer on the problems facing those on low-incomes when trying to navigate savings tax issues and their interactions with means-tested benefits. Kelly specifically focuses on pensions (including auto-enrolment), Lifetime ISAs and Help to Save....

Published on 15 October 2013

The Tax Repayment System and Tax Refund Organisations - a call for action

This report specifically highlights areas in which the tax profession, HMRC, the OTS and others, need to work together to ease the tax repayment system for the low-income and unrepresented taxpayer. We emphasise the need to protect consumers by helping them make informed choices about whether or not to use a tax agent and if so, to whom they should entrust their confidential and personal data....

Published on 21 January 2013

Banks, building societies, HMRC and their non-taxpaying customers - A plea for better service

In June 2012 LITRG members carried out a mystery shopping exercise to test how well banks and building societies ensure their non-taxpaying customers can recover the tax deducted at source from their savings interest. This report sets out the disappointing results of that survey, and makes recommendations for banks, building societies and HMRC to improve their service....

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