Lord Morse Alert Sample


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Information between 19th June 2023 - 21st October 2024

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Calendar
Wednesday 17th January 2024 3 p.m.
Lord Morse (Crossbench - Life peer)

Oral questions - Main Chamber
Subject: Plans for future changes to BBC funding, given the licence fee freeze over the last two years and proposed changes from April 2024
View calendar


Division Votes
22 Apr 2024 - Safety of Rwanda (Asylum and Immigration) Bill - View Vote Context
Lord Morse voted No and against the House
One of 11 Crossbench No votes vs 38 Crossbench Aye votes
Tally: Ayes - 240 Noes - 211
16 Apr 2024 - Safety of Rwanda (Asylum and Immigration) Bill - View Vote Context
Lord Morse voted No and against the House
One of 11 Crossbench No votes vs 51 Crossbench Aye votes
Tally: Ayes - 258 Noes - 233
26 Jun 2023 - Northern Ireland Troubles (Legacy and Reconciliation) Bill - View Vote Context
Lord Morse voted No and against the House
One of 8 Crossbench No votes vs 23 Crossbench Aye votes
Tally: Ayes - 197 Noes - 185
26 Jun 2023 - Northern Ireland Troubles (Legacy and Reconciliation) Bill - View Vote Context
Lord Morse voted No and in line with the House
One of 7 Crossbench No votes vs 19 Crossbench Aye votes
Tally: Ayes - 181 Noes - 197
26 Jun 2023 - Northern Ireland Troubles (Legacy and Reconciliation) Bill - View Vote Context
Lord Morse voted No and against the House
One of 6 Crossbench No votes vs 31 Crossbench Aye votes
Tally: Ayes - 203 Noes - 179
26 Jun 2023 - Northern Ireland Troubles (Legacy and Reconciliation) Bill - View Vote Context
Lord Morse voted No and in line with the House
One of 8 Crossbench No votes vs 17 Crossbench Aye votes
Tally: Ayes - 183 Noes - 191
11 Jul 2023 - Levelling-up and Regeneration Bill - View Vote Context
Lord Morse voted Aye and in line with the House
One of 28 Crossbench Aye votes vs 20 Crossbench No votes
Tally: Ayes - 212 Noes - 208
18 Oct 2023 - Economic Crime and Corporate Transparency Bill - View Vote Context
Lord Morse voted Aye and in line with the House
One of 45 Crossbench Aye votes vs 5 Crossbench No votes
Tally: Ayes - 245 Noes - 209
18 Oct 2023 - Economic Crime and Corporate Transparency Bill - View Vote Context
Lord Morse voted Aye and in line with the House
One of 49 Crossbench Aye votes vs 6 Crossbench No votes
Tally: Ayes - 245 Noes - 204


Speeches
Lord Morse speeches from: King’s Speech (4th Day)
Lord Morse contributed 1 speech (687 words)
Monday 22nd July 2024 - Lords Chamber
Department for Science, Innovation & Technology
Lord Morse speeches from: BBC: Funding
Lord Morse contributed 2 speeches (142 words)
Wednesday 17th January 2024 - Lords Chamber
Department for Digital, Culture, Media & Sport
Lord Morse speeches from: Windrush Generation
Lord Morse contributed 1 speech (106 words)
Tuesday 28th November 2023 - Lords Chamber
Home Office
Lord Morse speeches from: Restoration and Renewal: Annual Progress Report
Lord Morse contributed 2 speeches (952 words)
Wednesday 18th October 2023 - Grand Committee
Lord Morse speeches from: Food: Two-For-One Offers
Lord Morse contributed 1 speech (56 words)
Wednesday 19th July 2023 - Lords Chamber
Department of Health and Social Care



Lord Morse mentioned

Parliamentary Debates
King’s Speech (4th Day)
161 speeches (62,658 words)
Monday 22nd July 2024 - Lords Chamber
Department for Science, Innovation & Technology
Mentions:
1: Viscount Chandos (Lab - Life peer) Morse, struck a note of caution, with which I agree, about the difficulty of balancing the obligations - Link to Speech
2: Baroness Kramer (LD - Life peer) the same issue, as did others, on the significance of the creative industries, and the noble Lords, Lord - Link to Speech
3: Lord Livermore (Lab - Life peer) support for the pensions Bill launched by the Chancellor, which was also discussed by the noble Lord, Lord - Link to Speech

Oral Answers to Questions
152 speeches (9,475 words)
Tuesday 6th February 2024 - Commons Chamber
HM Treasury
Mentions:
1: Nigel Huddleston (Con - Mid Worcestershire) We had an independent review in 2019 under Lord Morse. - Link to Speech

Built Environment Committee
3 speeches (217 words)
Wednesday 24th January 2024 - Lords Chamber

Mentions:
1: None as proposed by the Committee of Selection, with effect from Wednesday 31 January, Lord McLoughlin, Lord - Link to Speech
2: None Morse, Lord Redesdale and Lord Young of Old Windsor be appointed members of the Select Committee, in - Link to Speech

Loan Charge
119 speeches (23,916 words)
Thursday 18th January 2024 - Commons Chamber
HM Treasury
Mentions:
1: Nigel Huddleston (Con - Mid Worcestershire) 2019, the Government asked the former Comptroller and Auditor General of the National Audit Office, Lord - Link to Speech
2: Nigel Huddleston (Con - Mid Worcestershire) I do not think anybody has impugned the integrity of Lord Morse today, but that review was thorough and - Link to Speech

BBC: Funding
25 speeches (1,630 words)
Wednesday 17th January 2024 - Lords Chamber
Department for Digital, Culture, Media & Sport
Mentions:
1: Baroness Bonham-Carter of Yarnbury (LD - Life peer) As the noble Lord, Lord Morse, said, does not the Government’s announcement on 7 December, which would - Link to Speech
2: Lord Parkinson of Whitley Bay (Con - Life peer) That is fitting for a Question begun by the noble Lord, Lord Morse. - Link to Speech

Restoration and Renewal: Annual Progress Report
25 speeches (9,283 words)
Wednesday 18th October 2023 - Grand Committee

Mentions:
1: Lord Gardiner of Kimble (Non-affiliated - Life peer) Collins of Highbury, Lord Sherbourne of Didsbury, and the programme board vice-chair, the noble Lord, Lord - Link to Speech
2: Lord Sherbourne of Didsbury (Con - Life peer) Morse, who has his beady eye, as befits any former Comptroller and Auditor-General; and a tremendous - Link to Speech
3: Lord Collins of Highbury (Lab - Life peer) The noble Lord, Lord Morse, is absolutely right: we are evaluating that at every stage of the process - Link to Speech
4: Lord Gardiner of Kimble (Non-affiliated - Life peer) Morse, in particular that I think we would all agree that we must keep a focus on value for money. - Link to Speech

Oral Answers to Questions
164 speeches (9,695 words)
Monday 10th July 2023 - Commons Chamber
Ministry of Housing, Communities and Local Government
Mentions:
1: Michael Gove (CON - Surrey Heath) I have been delighted to confirm that Lord Morse will be the new chair of the Office for Local Government - Link to Speech



Select Committee Documents
Tuesday 8th October 2024
Report - R&R Annual Progress Report 2024

Restoration and Renewal Client Board Committee

Found: 5/5 Baroness McIntosh of Hudnall 5/5 Lord McLoughlin (from January 2024) 1/2 Penny Mordaunt MP 5/5 Lord

Tuesday 8th October 2024
Report - Restoration and Renewal: Annual Progress Report 2024

Restoration and Renewal Programme Board Committee

Found: 5/5 Baroness McIntosh of Hudnall 5/5 Lord McLoughlin (from January 2024) 1/2 Penny Mordaunt MP 5/5 Lord

Tuesday 17th September 2024
Minutes and decisions - Minutes - 5th Meeting - 12 March 2024

Finance Committee (Lords)

Found: Finance Committee Minutes Tuesday 12 March 2024 at 12.30 pm in Committee Room 3A Present: Lord

Wednesday 29th May 2024
Formal Minutes - Formal Minutes for Session 2023-24 November 2023 to May 2024

Housing, Communities and Local Government Committee

Found: Resignation as Chair of the Office for Local Government Correspondence to Lord Morse KCB, dated 29

Wednesday 29th May 2024
Report - Quarterly Report January -March 2024

Restoration and Renewal Programme Board Committee

Found: Rt Hon Nigel Evans MP (Chair) • Lord Vaux of Harrowden (from February 2024) (Deputy Chair) • Lord

Wednesday 29th May 2024
Minutes and decisions - Monday 5 February 2024 - Minutes

Restoration and Renewal Client Board Committee

Found: were received from Nickie Aiken MP , Sir Charles Walker MP , Lord McLoughlin , Baroness Scott and Lord

Tuesday 21st May 2024
Correspondence - Letter from Jim Harra, HMRC, following oral evidence on 'The work of HMRC', dated 15 May 2024

Treasury Committee

Found: Lord Morse was aware of our intention to do this and the extent of our powers , before the conclusion

Tuesday 14th May 2024
Correspondence - Letter from the Chair to the Chair of the Liaison Committee dated 14 May 2024 concerning pre-appointment scrutiny for the role of Chair of Oflog

Housing, Communities and Local Government Committee

Found: investigated as part of our on -going inquiry into Oflog .1 This position was held on an interim basis by Lord

Wednesday 8th May 2024
Minutes and decisions - 1 May 2024 - 4th Meeting - Decisions

House of Lords Commission Committee

Found: Kinnoull • Baroness McIntosh of Hudnall • Lord McLoughlin • Charlotte Moar (external member) • Lord

Wednesday 1st May 2024
Oral Evidence - 2024-05-01 15:40:00+01:00

Parliamentary Works Grant Main Estimate 2024/25 - Parliamentary Works Estimates Commission Committee

Found: benchmarking work was shared with the Sub- Committee of the Programme Board, which was then chaired by Lord

Wednesday 1st May 2024
Minutes and decisions - 13 March 2024 - 3rd Meeting - Minutes

House of Lords Commission Committee

Found: Kinnoull • Baroness McIntosh of Hudnall • Lord McLoughlin • Charlotte Moar (external member) • Lord

Tuesday 30th April 2024
Correspondence - Letter from the Chair to Lord Morse KCB, dated 29 April 2024, concerning his resignation as Chair of the Office for Local Government

Housing, Communities and Local Government Committee

Found: Letter from the Chair to Lord Morse KCB, dated 29 April 2024, concerning his resignation as Chair of

Monday 22nd April 2024
Oral Evidence - 2024-04-22 16:00:00+01:00

The Office for Local Government - Housing, Communities and Local Government Committee

Found: In the light of Lord Morse, sadly, having to step down, we think it is very important that there is

Tuesday 16th April 2024
Correspondence - Letter from the Chair to Mary Robinson MP dated 15 April 2024 concerning her Private Member's Bill on Whistleblowing

Housing, Communities and Local Government Committee

Found: and Communities Committee including, mo st recently , during a Committee oral evidence session with Lord

Monday 15th April 2024
Oral Evidence - 2024-04-15 16:00:00+01:00

The Office for Local Government - Housing, Communities and Local Government Committee

Found: I looked at the transcript of your session with Lord Morse, and he said it is really important that

Thursday 21st March 2024
Minutes and decisions - 13 March 2024 - 3rd Meeting - Decisions

House of Lords Commission Committee

Found: Kimble (Deputy Chair) • Earl of Kinnoull • Baroness McIntosh of Hudnall • Lord McLoughlin • Lord

Tuesday 19th March 2024
Minutes and decisions - Minutes - 4th Meeting - 21 February 2024

Finance Committee (Lords)

Found: Finance Committee Minutes Wednes day 21 February 2024 at 3.45pm in Committee Room 3A Present: Lord

Tuesday 19th March 2024
Report - Restoration and Renewal Client Board: Strategic Case

House of Commons Commission Committee

Found: (Crossbench) Baroness McIntosh of Hudnall (Labour) Rt Hon Lord McLoughlin (Conservative) Lord

Tuesday 19th March 2024
Report - Restoration and Renewal Client Board: Strategic Case

Restoration and Renewal Client Board Committee

Found: (Crossbench) Baroness McIntosh of Hudnall (Labour) Rt Hon Lord McLoughlin (Conservative) Lord

Tuesday 19th March 2024
Report - 1st Report - Restoration and Renewal Client Board: Strategic Case (published jointly with the House of Commons Commission)

House of Lords Commission Committee

Found: (Crossbench) Baroness McIntosh of Hudnall (Labour) Rt Hon Lord McLoughlin (Conservative) Lord

Tuesday 19th March 2024
Correspondence - Letter from Jim Harra, HM Revenue & Customs, to the Chair relating to Disguised Remuneration Tax Avoidance Schemes and the Loan Charge, dated 11 March 2024

Treasury Committee

Found: However, Lord Morse said “ HMRC should continue being able to settle and investigate cases prior to

Wednesday 13th March 2024
Minutes and decisions - Minutes - Meeting - 23 January 2023

Restoration and Renewal Programme Board Committee

Found: 16:00 Attendees Programme Board Officials Nigel Evans MP Dr Patsy Richards (Client Team) Lord

Wednesday 13th March 2024
Minutes and decisions - 18 December 2024 - 2nd Meeting - Minutes

House of Lords Commission Committee

Found: supplementary estimate had been endorsed by the finance sub - committee of the Programme Board, chaired by Lord

Wednesday 13th March 2024
Correspondence - Letter from the Chief Executive of the Office for Local Government to the Chair regarding the Committee’s inquiry into the Office for Local Government, dated 01 March 2024

Housing, Communities and Local Government Committee

Found: 1 March 2024 Dear Clive, Thank you for inviting Lord Morse and me to give evidence

Friday 1st March 2024
Report - Quarterly Report October - December 2023

Restoration and Renewal Programme Board Committee

Found: Agendas Minutes R&R Programme Board Agendas Minutes R&R Hub6• Rt Hon Nigel Evans MP (Chair) • Lord

Monday 26th February 2024
Minutes and decisions - Minutes - 3rdMeeting - 16 January 2024

Finance Committee (Lords)

Found: Lord Morse (incoming Chair) , Fehintola Akinlose (Finance and Procurement Director) , Andy Helliwell

Friday 23rd February 2024
Written Evidence - South East Councils
OLG0008 - The Office for Local Government

The Office for Local Government - Housing, Communities and Local Government Committee

Found: Rowley-insists-Oflog-will-not-take-over-audit/230598 6 https://www.lgcplus.com/politics/governance-and-structure/lord-morse-oflog-can-support-further

Friday 23rd February 2024
Written Evidence - Birkbeck College
OLG0007 - The Office for Local Government

The Office for Local Government - Housing, Communities and Local Government Committee

Found: government/speeches/local-government-association-annual-conference-2023-secretary-of-states- speech 3 See Lord

Friday 23rd February 2024
Written Evidence - National Association of Local Councils
OLG0010 - The Office for Local Government

The Office for Local Government - Housing, Communities and Local Government Committee

Found: In addition, Cllr Stevens has also met directly with OFLOG’s chair, Lord Morse, to brief him directly

Friday 23rd February 2024
Written Evidence - Department for Levelling Up, Housing and Communties
OLG0013 - The Office for Local Government

The Office for Local Government - Housing, Communities and Local Government Committee

Found: We also refer members of the Committee to the letter from Minister Hoare and Lord Morse on 19 December

Monday 19th February 2024
Oral Evidence - 2024-02-19 16:00:00+00:00

The Office for Local Government - Housing, Communities and Local Government Committee

Found: Lord Morse: That is right.

Monday 19th February 2024
Oral Evidence - 2024-02-19 16:00:00+00:00

The Office for Local Government - Housing, Communities and Local Government Committee

Found: Lord Morse: That is right.

Monday 19th February 2024
Formal Minutes - Finance Committee Formal Minutes 2022–23

Finance Committee (Commons)

Found: Financial Review (Morse Report) Lord Morse briefed the Committee.

Friday 9th February 2024
Minutes and decisions - Tuesday 14 November 2023 - Minutes

Restoration and Renewal Client Board Committee

Found: Client Board Programme Board (in attendance) Simon Burton Nigel Evans MP Marianne Cwynarski Lord

Friday 9th February 2024
Minutes and decisions - Monday 17 July 2023 - Minutes

Restoration and Renewal Client Board Committee

Found: Client Board Programme Board (in attendance) Nickie Aiken MP Nigel Evans MP Sir John Benger Lord

Wednesday 7th February 2024
Minutes and decisions - Minutes - Meeting - 21 November 2023

Restoration and Renewal Programme Board Committee

Found: 16:00 Attendees Programme Board Officials Nigel Evans MP Dr Patsy Richards (Client Team) Lord

Wednesday 7th February 2024
Minutes and decisions - Minutes - Meeting - 12 December 2023

Restoration and Renewal Programme Board Committee

Found: 16:00 Attendees Programme Board Officials Nigel Evans MP Dr Patsy Richards (Client Team) Lord

Wednesday 24th January 2024
Oral Evidence - HM Treasury, HM Treasury, HM Treasury, and HM Treasury

The work of the Treasury - Treasury Committee

Found: something like 50,000 people who are subject to the loan charge subsequent to the recommendations that Lord

Wednesday 17th January 2024
Correspondence - Letter from Minister for Local Government to Chair relating to the Office for Local Government, dated 19 December 2023.

Housing, Communities and Local Government Committee

Found: The document is a letter written by Simon Hoare MP and Lord Morse, Chair of the Office for Local Government

Friday 1st December 2023
Report - Second Report - Council Tax Collection

Housing, Communities and Local Government Committee

Found: Lord Morse, former Comptroller and Auditor General of the National Audit Office, was appointed interim

Wednesday 29th November 2023
Minutes and decisions - Minutes - Meeting - 24 October 2023

Restoration and Renewal Programme Board Committee

Found: Room, Palace of Westminster Meeting time 13:00-16:00 Attendees Programme Board Officials Lord

Thursday 9th November 2023
Minutes and decisions - Minutes - Meeting - 12 September 2023

Restoration and Renewal Programme Board Committee

Found: Apologies were received from Lord Sherbourne of Didsbury , Sir Geoffrey Clifton -Brown MP and Lord

Monday 6th November 2023
Report - Quarterly Report July - September 2023

Restoration and Renewal Programme Board Committee

Found: Agendas Minutes R&R Programme Board Agendas Minutes R&R Hub7• Rt Hon Nigel Evans MP (Chair) • Lord

Monday 6th November 2023
Minutes and decisions - Minutes - 13th Meeting - 4 July 2023

Finance Committee (Lords)

Found: Stoneham of Droxford Lord Tomlinson together with the Hou se of Commons Finance Committee and Lord

Monday 9th October 2023
Minutes and decisions - Joint Audit Committee meeting - Minutes - 5 July 2022

Audit and Risk Assurance Committee (Lords)

Found: independent review into financial management that has been taking place in the House of Commons and led by Lord

Tuesday 3rd October 2023
Minutes and decisions - Monday 22 May 2023 - Minutes

Restoration and Renewal Client Board Committee

Found: Attendees Client Board Programme Board (in attendance) Sir John Benger Nigel Evans MP Deidre Brock MP Lord

Monday 25th September 2023
Minutes and decisions - Minutes - Meeting - 20 June 2023

Restoration and Renewal Programme Board Committee

Found: Authority) Steve Hails Mike Everett (Commons) Sir Jonathan Stephens Tom Goldsmith (Commons) Lord

Wednesday 19th July 2023
Report - Quarterly Report April - June 2023

Restoration and Renewal Programme Board Committee

Found: Agendas Minutes R&R Programme Board Agendas Minutes R&R Hub5• Rt Hon Nigel Evans MP (Chair) • Lord

Wednesday 19th July 2023
Report - Restoration and Renewal Annual Progress Report 2023

Restoration and Renewal Programme Board Committee

Found: ] R&R Programme Board webpageR&R Programme Board Membership • Rt Hon Nigel Evans MP, (Chair) • Lord

Wednesday 19th July 2023
Report - Restoration and Renewal Annual Progress Report 2023

Restoration and Renewal Client Board Committee

Found: ] R&R Programme Board webpageR&R Programme Board Membership • Rt Hon Nigel Evans MP, (Chair) • Lord

Tuesday 18th July 2023
Correspondence - Letter from the Secretary of State to all MPs dated 4 July 2023 concerning the Office for Local Government and Best Value Guidance

Housing, Communities and Local Government Committee

Found: Minister Lee Rowley, Lord Morse, Josh Goodman – Oflog’s new interim chief executive – as well DLUHC

Thursday 22nd June 2023
Minutes and decisions - Minutes - Meeting - 5 June 2023

Restoration and Renewal Programme Board Committee

Found: Authority) Steve Hails Mike Everett (Commons) Sir Jonathan Stephens Tom Goldsmith (Commons) Lord



Written Answers
Tax Avoidance
Asked by: Daisy Cooper (Liberal Democrat - St Albans)
Thursday 28th March 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, pursuant to the Answer of 21 March 2024 to Question 19192 on Tax Avoidance, whether it is his Department's policy to cease recovery of any liabilities incurred before December 2010 in cases where a taxpayer has not received an update for a period of 12 months or more from the initial date of an open enquiry or assessment.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

In the 2019 Independent Loan Charge Review, Lord Morse recommended that the Loan Charge should only apply to loans made on or after 9 December 2010. The Government accepted this recommendation.

Lord Morse was also clear that, for years before this date, where there is an open enquiry or assessment under appeal, HM Revenue and Customs (HMRC) should still have the ability to pursue the tax due under the existing rules. HMRC has proceeded on this basis and it is its policy to collect tax where it has the ability to do so.

As part of its overall compliance processes and its commitment to update taxpayers at least annually, all of these taxpayers should have received correspondence from HMRC in the last 12 months.

When HMRC opens an enquiry, the information sheet provided includes information about a taxpayer’s right to apply to the First Tier Tribunal for the enquiry to be closed. One of the grounds for making such an application is where there has been an excessive delay during which a taxpayer has not received any communication from HMRC.

Tax Avoidance
Asked by: Daisy Cooper (Liberal Democrat - St Albans)
Thursday 21st March 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, pursuant to the Answer of 12 March 2024 to Question 17136 on Tax Avoidance, whether it is HMRC’s policy to seek to recover tax due for liabilities incurred before December 2010, where a taxpayer has not received correspondence relating to an open compliance check for longer than 12 months.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

In the 2019 Independent Loan Charge Review, Lord Morse recommended that the Loan Charge should only apply to loans made on or after 9 December 2010. The Government accepted this recommendation.

However, Lord Morse was also clear that, for years before this date, where there is an open enquiry or assessment under appeal HM Revenue and Customs (HMRC) should still have the ability to pursue the tax due under the existing rules. HMRC has proceeded on this basis.

HMRC continues to work with and support taxpayers to resolve all outstanding enquiries and assessments relating to their use of disguised remuneration (DR) loans, in accordance with their published DR settlement terms and HMRC’s Litigation and Settlement Strategy


As part of its overall compliance processes and its commitment to update taxpayers at least annually, all of these taxpayers should have received correspondence from HMRC in the last 12 months.

Tax Avoidance
Asked by: Sammy Wilson (Democratic Unionist Party - East Antrim)
Tuesday 12th March 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, how many section 684 notices were issued by HMRC in each of the last five years.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

In the context of Disguised Remuneration (DR), HM Revenue and Customs (HMRC) has in some circumstances used the power provided under s.684(7A)(b) of the Income Tax (Earnings and Pensions) Act 2003 (the Discretion) to collect the tax owed; and since 2022, HMRC has issued around 2,700 decisions using the Discretion.

In his independent review, Lord Morse recommended that the Loan Charge should no longer apply to loans made before 9 December 2010. However, Lord Morse said “HMRC should continue being able to settle and investigate cases prior to this point under their normal powers where they have appropriate grounds, and a legal basis, to do so”.

In line with this recommendation, HMRC is still seeking to recover the tax due where it had taken the necessary steps in the past to ensure there is an open tax enquiry or assessment which gives it the legal basis to do so.

In May 2022, the Court of Appeal said that HMRC could consider using the Discretion to collect tax directly from the individual who received income through a DR scheme.

Tax Avoidance
Asked by: Sammy Wilson (Democratic Unionist Party - East Antrim)
Tuesday 12th March 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, how many notices under section 684 of the Income Tax Act 2007 have been issued to individuals with Loan Charge liabilities incurred before December 2010.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

In the context of Disguised Remuneration (DR), HM Revenue and Customs (HMRC) has in some circumstances used the power provided under s.684(7A)(b) of the Income Tax (Earnings and Pensions) Act 2003 (the Discretion) to collect the tax owed; and since 2022, HMRC has issued around 2,700 decisions using the Discretion.

In his independent review, Lord Morse recommended that the Loan Charge should no longer apply to loans made before 9 December 2010. However, Lord Morse said “HMRC should continue being able to settle and investigate cases prior to this point under their normal powers where they have appropriate grounds, and a legal basis, to do so”.

In line with this recommendation, HMRC is still seeking to recover the tax due where it had taken the necessary steps in the past to ensure there is an open tax enquiry or assessment which gives it the legal basis to do so.

In May 2022, the Court of Appeal said that HMRC could consider using the Discretion to collect tax directly from the individual who received income through a DR scheme.

Tax Avoidance: Bankruptcy
Asked by: Drew Hendry (Scottish National Party - Inverness, Nairn, Badenoch and Strathspey)
Monday 26th February 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, whether he has made an assessment of the compatibility of the issuing of section 684 notices by HMRC with the recommendations of the independent loan charge review led by Sir Amyas Morse.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

The Loan Charge is targeted at contrived tax avoidance schemes that sought to avoid Income Tax and National Insurance contributions by paying users their income in the form of loans.

In his independent review, Lord Morse recommended that the Loan Charge no longer apply to loans made before 9 December 2010. However, Lord Morse said “HMRC should continue being able to settle and investigate cases prior to this point under their normal powers where they have appropriate grounds, and a legal basis, to do so”. The government accepted this recommendation. In line with this recommendation, HMRC is still seeking to recover the tax due where it had taken the necessary steps in the past to give it the legal basis to do so.

In May 2022, the Court of Appeal said that HMRC could consider using certain provisions in the PAYE system (referred to as ‘section 684(7A)(b)’) to collect tax directly from the individual who received income through a DR scheme. HMRC using these provisions where appropriate is in line with Lord Morse’s recommendation.

Tax Avoidance
Asked by: Ranil Jayawardena (Conservative - North East Hampshire)
Thursday 8th February 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, if he will have discussions with HMRC on ending actions on the loan charge.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

The Loan Charge was introduced to ensure that people who had not had tax deducted from their incomes paid their fair share.

The Government has already had an independent review. In 2019 Lord Morse led an independent review of the Loan Charge and its implementation. Lord Morse had full discretion over how the review was run, whom he consulted, and the recommendations made. The Government accepted 19 of his 20 recommendations, which benefited more than 30,000 people, including around 9,500 who were removed from the scope of the Loan Charge entirely.

As well as recommending changes to the policy, Lord Morse was clear that the Loan Charge was necessary, in the public interest and should remain in force.

Tax Avoidance
Asked by: Ranil Jayawardena (Conservative - North East Hampshire)
Thursday 8th February 2024

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, if he will commission an independent review into the loan charge.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

The Loan Charge was introduced to ensure that people who had not had tax deducted from their incomes paid their fair share.

The Government has already had an independent review. In 2019 Lord Morse led an independent review of the Loan Charge and its implementation. Lord Morse had full discretion over how the review was run, whom he consulted, and the recommendations made. The Government accepted 19 of his 20 recommendations, which benefited more than 30,000 people, including around 9,500 who were removed from the scope of the Loan Charge entirely.

As well as recommending changes to the policy, Lord Morse was clear that the Loan Charge was necessary, in the public interest and should remain in force.

Tax Avoidance
Asked by: Munira Wilson (Liberal Democrat - Twickenham)
Friday 15th December 2023

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, with reference to update to the List of named tax avoidance schemes, promoters, enables and suppliers of 1 December 2023, what recent assessment he has made of the potential impact of changes to the loan charge that came into effect on 5 April 2019 on the financial wellbeing of freelancers.

Answered by Nigel Huddleston - Shadow Financial Secretary (Treasury)

The Loan Charge was independently reviewed by Lord Morse, who considered the impacts of the policy on individuals. The Government accepted 19 of his 20 recommendations. These changes, such as removing loans made before 9 December 2010 from the scope of the Loan Charge, reduced the impact of the policy and removed aspects which were of wider concern.

HMRC puts support for those affected at the core of its work to collect the Loan Charge and bring cases to settlement.

HMRC can agree an affordable and sustainable instalment plan based on taxpayers’ specific circumstances and for as long as they need. HMRC can also refer taxpayers for free debt advice that is independent from HMRC.

Office for Local Government
Asked by: Alexander Stafford (Conservative - Rother Valley)
Monday 16th October 2023

Question to the Ministry of Housing, Communities and Local Government:

To ask the Secretary of State for Levelling Up, Housing and Communities, what steps he is taking to ensure the independence of the Office of Local Government.

Answered by Lee Rowley

It is intended that Oflog has a degree of separation from government to support its objectives, and we will continue to facilitate that set up in the months ahead.

The Secretary of State has already appointed an independent chair, Lord (Amyas) Morse. Lord Morse has, and will continue to, provide independent advice, support, and challenge to Oflog's strategic vision, functions, and delivery priorities.

Oflog's governance structures and processes will be communicated transparently, and the department will adopt mechanisms and governance arrangements to facilitate Oflog's work.

Tax Avoidance
Asked by: Matthew Offord (Conservative - Hendon)
Wednesday 13th September 2023

Question to the HM Treasury:

To ask the Chancellor of the Exchequer, how many people HM Revenue and Customs was seeking loan charge payments from in relation to the tax years before April 2010, as of 8 September 2023.

Answered by Victoria Atkins - Shadow Secretary of State for Health and Social Care

In the 2019 Independent Loan Charge Review, Lord Morse recommended that the Loan Charge should only apply to loans made on or after 9 December 2010. The Government accepted this recommendation.

However, Lord Morse was also clear that, for years before this date, where there is an open enquiry or assessment under appeal HM Revenue and Customs (HMRC) should still have the ability to pursue the tax due under the existing rules. HMRC has proceeded on this basis.

HMRC continues to work with and support taxpayers to resolve all outstanding enquiries and assessments relating to their use of disguised remuneration (DR) loans, in accordance with their published DR settlement terms and HMRC’s Litigation and Settlement Strategy.



Department Publications - News and Communications
Tuesday 26th March 2024
Ministry of Housing, Communities and Local Government
Source Page: Lord Morse steps down as Oflog Chair
Document: Lord Morse steps down as Oflog Chair (webpage)

Found: Lord Morse steps down as Oflog Chair

Tuesday 26th March 2024
Ministry of Housing, Communities and Local Government
Source Page: Letter from DLUHC Secretary of State to the Oflog Chief Executive on managing without a Chair
Document: Letter from DLUHC Secretary of State to the Oflog Chief Executive (PDF)

Found: Local Government – managing the period without a Chair I write in response to the sad news that Lord

Tuesday 26th March 2024
Ministry of Housing, Communities and Local Government
Source Page: Letter from DLUHC Secretary of State to the Oflog Chief Executive on managing without a Chair
Document: Letter from DLUHC Secretary of State to the Oflog Chief Executive on managing without a Chair (webpage)

Found: Secretary of State to the Oflog Chief Executive PDF, 132 KB, 1 page Details On 26 March 2024, Lord

Monday 30th October 2023
Ministry of Housing, Communities and Local Government
Source Page: Oflog’s permanent chief executive announced as Josh Goodman
Document: Oflog’s permanent chief executive announced as Josh Goodman (webpage)

Found: This will see him continue to work alongside Oflog’s interim chair, Lord Morse, to provide authoritative

Tuesday 4th July 2023
Ministry of Housing, Communities and Local Government
Source Page: Local Government Association annual conference 2023: Secretary of State's speech
Document: Local Government Association annual conference 2023: Secretary of State's speech (webpage)

Found: As you will know, I confirmed in January that Lord Morse will be the first chair of Oflog.



Department Publications - Transparency
Tuesday 26th March 2024
HM Treasury
Source Page: Whole of Government Accounts, 2021-22
Document: Whole of Government Accounts 2021-22 (web) (PDF)

Found: help them use data to improve performance. 1.67 DLUHC Ministers appointed an independent Chair, Lord



Non-Departmental Publications - News and Communications
Mar. 26 2024
Office for Local Government
Source Page: Letter from DLUHC Secretary of State to the Oflog Chief Executive on managing without a Chair
Document: Letter from DLUHC Secretary of State to the Oflog Chief Executive on managing without a Chair (webpage)
News and Communications

Found: Secretary of State to the Oflog Chief Executive PDF, 132 KB, 1 page Details On 26 March 2024, Lord

Mar. 26 2024
Office for Local Government
Source Page: Letter from DLUHC Secretary of State to the Oflog Chief Executive on managing without a Chair
Document: Letter from DLUHC Secretary of State to the Oflog Chief Executive (PDF)
News and Communications

Found: Local Government – managing the period without a Chair I write in response to the sad news that Lord

Oct. 30 2023
Office for Local Government
Source Page: Oflog’s permanent chief executive announced as Josh Goodman
Document: Oflog’s permanent chief executive announced as Josh Goodman (webpage)
News and Communications

Found: This will see him continue to work alongside Oflog’s interim chair, Lord Morse, to provide authoritative

Oct. 26 2023
Office for Local Government
Source Page: Office for Local Government: next steps and new draft metrics
Document: Office for Local Government: next steps and new draft metrics (PDF)
News and Communications

Found: Lord Morse (the interim Chair) and I have met a numbe r of you to discuss what you think Oflog should

Jul. 04 2023
Office for Local Government
Source Page: Local Government Association annual conference 2023: Secretary of State's speech
Document: Local Government Association annual conference 2023: Secretary of State's speech (webpage)
News and Communications

Found: As you will know, I confirmed in January that Lord Morse will be the first chair of Oflog.

Jan. 25 2023
Office for Local Government
Source Page: Office for Local Government: interim chair appointment letter
Document: Office for Local Government: interim chair appointment letter (webpage)
News and Communications

Found: January 2023 Get emails about this page Applies to England Documents Lord




Lord Morse - Select Committee Information

Calendar
Wednesday 1st May 2024 10 a.m.
House of Lords Commission - Private Meeting
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Wednesday 17th July 2024 10 a.m.
House of Lords Commission - Private Meeting
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Wednesday 22nd May 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
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Monday 10th June 2024 5 p.m.
Restoration and Renewal Client Board - Private Meeting
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Tuesday 11th June 2024 noon
Finance Committee (Lords) - Private Meeting
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Tuesday 18th June 2024 12:30 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 10th July 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 24th July 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 13th March 2024 10 a.m.
House of Lords Commission - Private Meeting
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Tuesday 12th March 2024 12:30 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 12th June 2024 10 a.m.
House of Lords Commission - Private Meeting
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Monday 5th February 2024 5 p.m.
Restoration and Renewal Client Board - Private Meeting
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Wednesday 17th January 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 31st January 2024 10 a.m.
House of Lords Commission - Private Meeting
View calendar
Wednesday 21st February 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
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Monday 26th February 2024 4:45 p.m.
Restoration and Renewal Client Board - Private Meeting
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Tuesday 15th October 2024 12:30 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 11th September 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 18th September 2024 10 a.m.
House of Lords Commission - Private Meeting
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Tuesday 22nd October 2024 10 a.m.
Finance Committee (Lords) - Private Meeting
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Tuesday 5th November 2024 10 a.m.
Finance Committee (Lords) - Private Meeting
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Wednesday 4th December 2024 3:45 p.m.
Finance Committee (Lords) - Private Meeting
View calendar
Monday 9th December 2024 4:30 p.m.
Restoration and Renewal Client Board - Private Meeting
View calendar
Wednesday 18th December 2024 10 a.m.
House of Lords Commission - Private Meeting
View calendar


Select Committee Documents
Tuesday 19th March 2024
Minutes and decisions - Minutes - 4th Meeting - 21 February 2024

Finance Committee (Lords)
Tuesday 19th March 2024
Agendas and papers - Agenda - 5th Meeting - 12 March 2024

Finance Committee (Lords)
Tuesday 19th March 2024
Report - 1st Report - Restoration and Renewal Client Board: Strategic Case (published jointly with the House of Commons Commission)

House of Lords Commission Committee
Tuesday 19th March 2024
Report - Restoration and Renewal Client Board: Strategic Case

Restoration and Renewal Client Board Committee
Thursday 21st March 2024
Minutes and decisions - 13 March 2024 - 3rd Meeting - Decisions

House of Lords Commission Committee
Friday 19th April 2024
Agendas and papers - 1 May 2024 - 4th Meeting - Agenda

House of Lords Commission Committee
Friday 19th April 2024
Agendas and papers - 1 May 2024 - Schedule of Future Meetings

House of Lords Commission Committee
Wednesday 1st May 2024
Minutes and decisions - 13 March 2024 - 3rd Meeting - Minutes

House of Lords Commission Committee
Wednesday 8th May 2024
Minutes and decisions - 1 May 2024 - 4th Meeting - Decisions

House of Lords Commission Committee
Monday 26th February 2024
Minutes and decisions - Minutes - 3rdMeeting - 16 January 2024

Finance Committee (Lords)
Thursday 7th March 2024
Agendas and papers - 13 March - Schedule of Future Meetings

House of Lords Commission Committee
Thursday 7th March 2024
Agendas and papers - 13 March - 3rd Meeting - Agenda

House of Lords Commission Committee
Wednesday 13th March 2024
Minutes and decisions - 18 December 2024 - 2nd Meeting - Minutes

House of Lords Commission Committee
Wednesday 29th May 2024
Minutes and decisions - Monday 5 February 2024 - Minutes

Restoration and Renewal Client Board Committee
Monday 17th July 2023
Minutes and decisions - 26 April 2023 - 9th Meeting - Minutes

House of Lords Commission Committee
Wednesday 19th July 2023
Report - Restoration and Renewal Annual Progress Report 2023

Restoration and Renewal Client Board Committee
Friday 4th August 2023
Minutes and decisions - 12 July 2023 - 10th Meeting - Decisions

House of Lords Commission Committee
Tuesday 12th September 2023
Minutes and decisions - 12 July 2023 - 10th Meeting - Minutes

House of Lords Commission Committee
Tuesday 12th September 2023
Minutes and decisions - 6 September 2023 - 11th Meeting - Decisions

House of Lords Commission Committee
Wednesday 30th August 2023
Agendas and papers - 6 September - 11th Meeting - Agenda

House of Lords Commission Committee
Wednesday 30th August 2023
Agendas and papers - Schedule of Future Meetings from 6 September

House of Lords Commission Committee
Wednesday 6th September 2023
Report - 3rd Report - External member of the R&R Programme Board: Nomination of candidate

House of Lords Commission Committee
Tuesday 3rd October 2023
Minutes and decisions - Monday 22 May 2023 - Minutes

Restoration and Renewal Client Board Committee
Tuesday 3rd October 2023
Agendas and papers - Monday 17 July 2023 - Agenda

Restoration and Renewal Client Board Committee
Tuesday 31st October 2023
Agendas and papers - 8 November - 1st Meeting - Agenda

House of Lords Commission Committee
Tuesday 31st October 2023
Agendas and papers - 8 November - Schedule of Future Meetings

House of Lords Commission Committee
Monday 6th November 2023
Minutes and decisions - Minutes - 12th Meeting - 7 June 2023

Finance Committee (Lords)
Monday 6th November 2023
Agendas and papers - Agenda - 12th Meeting - 7 June 2023

Finance Committee (Lords)
Monday 6th November 2023
Agendas and papers - Agenda - 13th Meeting - 4 July 2023

Finance Committee (Lords)
Monday 6th November 2023
Minutes and decisions - Minutes - 13th Meeting - 4 July 2023

Finance Committee (Lords)
Monday 6th November 2023
Agendas and papers - Agenda - 15th Meeting - 27 October 2023

Finance Committee (Lords)
Monday 6th November 2023
Agendas and papers - Agenda - 14th Meeting - 20 September 2023

Finance Committee (Lords)
Monday 6th November 2023
Minutes and decisions - Minutes - 14th meeting - 20 September 2023

Finance Committee (Lords)
Monday 6th November 2023
Agendas and papers - Agenda - 1st Meeting - 8 November

Finance Committee (Lords)
Monday 13th November 2023
Agendas and papers - 6 September 2023 - 11th Meeting - Minutes

House of Lords Commission Committee
Monday 13th November 2023
Minutes and decisions - Minutes - 15th Meeting - 17 October 2023

Finance Committee (Lords)
Wednesday 22nd November 2023
Minutes and decisions - 8 November 2023 - 1st Meeting - Decisions

House of Lords Commission Committee
Monday 11th December 2023
Minutes and decisions - Minutes - 1st Meeting - 15 November 2023

Finance Committee (Lords)
Wednesday 13th December 2023
Agendas and papers - 18 December - Schedule of Future Meetings

House of Lords Commission Committee
Wednesday 13th December 2023
Agendas and papers - 18 December - 2nd Meeting - Agenda

House of Lords Commission Committee
Monday 18th December 2023
Correspondence - Letter from Baroness Donaghy to the Lord Speaker - Re Social Media guidance

House of Lords Commission Committee
Monday 18th December 2023
Engagement document - Social Media guidance

House of Lords Commission Committee
Wednesday 20th December 2023
Minutes and decisions - 08 November 2023 - 1st Meeting - Minutes

House of Lords Commission Committee
Wednesday 20th December 2023
Minutes and decisions - 18 December 2023 - 2nd Meeting - Decisions

House of Lords Commission Committee
Monday 22nd January 2024
Minutes and decisions - Minutes - 2nd Meeting - 6 December 2023

Finance Committee (Lords)
Monday 22nd January 2024
Agendas and papers - Agenda - 2nd Meeting - 6 December 2023

Finance Committee (Lords)
Monday 22nd January 2024
Agendas and papers - Agenda - 3rd Meeting - 17 January 2024

Finance Committee (Lords)
Friday 9th February 2024
Minutes and decisions - Monday 17 July 2023 - Minutes

Restoration and Renewal Client Board Committee
Friday 9th February 2024
Minutes and decisions - Tuesday 14 November 2023 - Minutes

Restoration and Renewal Client Board Committee
Wednesday 4th September 2024
Agendas and papers - September 2024 - Schedule of Future Meetings

House of Lords Commission Committee
Friday 6th September 2024
Agendas and papers - Agenda - 1st Meeting - 11 September 2024

Finance Committee (Lords)
Monday 18th December 2023
Correspondence - Letter from Baroness Manningham-Buller to the Lord Speaker - Re Social Media guidance

House of Lords Commission Committee
Tuesday 17th September 2024
Minutes and decisions - Minutes - 5th Meeting - 12 March 2024

Finance Committee (Lords)
Tuesday 8th October 2024
Report - R&R Annual Progress Report 2024

Restoration and Renewal Client Board Committee
Wednesday 9th October 2024
Minutes and decisions - 13 September 2024 - Decisions by correspondence

House of Lords Commission Committee
Friday 18th October 2024
Agendas and papers - 30 October 2024 - 1st Meeting - Agenda

House of Lords Commission Committee
Friday 18th October 2024
Agendas and papers - 30 October 2024 - Schedule of Future Meetings

House of Lords Commission Committee