Value for Money

Tax measures to encourage economic growth

Published 31 January 2024 10 recommendations HM Revenue and Customs Business and industryEconomic growthMoney and taxTax and revenue nao.org.uk
Although government provides billions in tax reliefs each year to encourage growth, it does not monitor or evaluate them closely enough.

Recommendations (10)

Source: NAO Recommendations Tracker
8
Accepted
1
Partially Accepted
1
Rejected
5
Implemented
4
In Progress
9
NAO Confirmed
HM Revenue and Customs; HM Treasury
Rec 1 Rejected
HM Treasury and HMRC identify which non-structural reliefs have economic objectives and how these could be grouped together to provide oversight on how reliefs with similar objectives are working together to deliver government objectives, for example those aimed at business investment. This should include assessing the extent to which reliefs are achieving their objectives and whether the economic gains justify the scale of relief.
Page 14, 23a
HM Revenue and Customs
Rec 10 Accepted Implemented
HMRC should publicise the areas where it would welcome academic research on tax reliefs.
Page 15, 23j Q3 2024-25
HM Treasury
Rec 2 Accepted Implemented
HM Treasury should support ministers by ensuring that objectives for reliefs are expressed in as specific and measurable a way as possible. For example, including an expectation of acceptable costs and timescales, and a measurable definition of what success looks like in the advice provided.
Page 14, 23b Q2 2024-25
HM Revenue and Customs
Rec 3 Accepted Work in Progress
HM Treasury and HMRC should make a clear articulation of resources required to effectively administer and evaluate tax reliefs in tax information and impact notes. HMRC needs to ensure that teams can access the subject matter expertise needed for complex or technical tax reliefs
Page 14, 23c Q1 2026-27
HM Revenue and Customs; HM Treasury
Rec 4 Partially Accepted Implemented
HM Treasury and HMRC should ensure the annual budget for evaluating tax reliefs is commensurate with the number and complexity of reliefs that need evaluating each year. The departments should ensure evaluations are completed in a timely way and commit to publishing evaluations within three months of completion, subject to ministerial approval.
Page 14, 23d Q2 2025-26
HM Revenue and Customs
Rec 5 Accepted Work in Progress
HMRC should design proportionate controls and plan interventions at the beginning of a relief?s lifecycle based on risk assessment and learnings from other reliefs to: ? establish appropriate up-front checks on generous reliefs; ? set out plans for evaluations to be carried out as soon as practicable and publish the timetable; ? plan for timely review of monitoring information to get interim evidence; and ? ensure speed of response where reliefs are identified as not meeting desired objectives or do not function as planned.
Page 14, 23e Q1 2026-27
HM Revenue and Customs
Rec 6 Accepted Implemented
HMRC should improve the transparency of relief costs by committing to provide comparisons of forecast and outturn costs compiled on the same basis. This should also inform internal reporting and analysis: ? HMRC should report where tax reliefs greatly exceed the initial expected costs; and ? HMRC should investigate differences, using robust evidence to form conclusions
Page 15, 23f Q3 2024-25
HM Revenue and Customs
Rec 7 Accepted Work in Progress
HMRC should demonstrate that it has applied lessons learned from the problems with the R&D SME relief to other reliefs that could be vulnerable to similar control failures
Page 15, 23g Q1 2027-28
HM Revenue and Customs
Rec 8 Accepted Implemented
Where the costs of tax reliefs rise rapidly, and beyond an economically credible scenario, HMRC should, where proportionate, investigate a sample of claims to check whether there is widespread non-compliance. It should put in place a rapid response capability where widespread non-compliance occurs
Page 15, 23h Q4 2024-25
HM Revenue and Customs
Rec 9 Accepted Work in Progress
HMRC should monitor agent activity to assess the risks for tax reliefs and intervene early where it sees that expected standards of behaviour are not being met
Page 15, 23i Q1 2026-27