Frequently Asked Questions

Tax consulting and advisory for companies/LLP/partnerships/HNWIs

• Offshore/onshore tax planning for companies & HNWIs
• HMRC enquiry defence & dispute resolution, including:
• Disclosures 
• R&D tax credit claim structuring, support & defence 
• Client representation (ADR, Tribunals, HMRC meetings) 

Tax Compliance monitoring: 

   For High Net-Worth Individuals (HNWIs)

• Tax residency and domicile review (Statutory Residence Test)
• Capital gains and income tax filing review
• Risk flag identification and pre-emptive review

  For Companies & LLPs

• CT600 and statutory account compliance checks
• R&D tax credit claim audit readiness reviews
• PAYE and employment status monitoring (incl. IR35)
• Transfer pricing and intercompany compliance

Tax planning and strategy: 

• CGT/IHT mitigation, 
• FICs, offshore assets, 
• Corporate structures (SPVs, LLPs, holding companies)
• Offshore trusts, residency/domicile,
• wealth succession, 
• exit strategy planning

VAT:

• Return reconciliation and review

Legal consulting:

• Legal representation during HMRC meeting, ADR and Tribunal. 

Training packages:

• Compliance and risk training for accountants/agents/companies/businesses 
• HMRC Enquiry defence training and more.  

Client acquisition services:

• Providing assistance and meeting support with prospective clients

It is not possible to say how long a consulting project will take, because each case is different and will have its own set of problems. However, as a rough estimate here as some durations below. Please bear in mind, these are intended as a rough guide only and so they may not be reflective of your circumstances. 

• R&D Tax Credit Claim support or review
  🔹 Straightforward review: 20–30 hours over 3–6 weeks
  🔹 Full claim preparation: 30–50 hours over 2–4 months
• HMRC enquiry defence (e.g. COP8)
  🔹 Initial review and strategic response: 2–4 weeks
  🔹 Full enquiry resolution (simple): 6–12 months
  🔹 Complex or multi-issue enquiries: 12–24 months, depending on HMRC response times and appeal. ADR/Tribunal phases will increase the duration.
• Tax compliance monitoring & strategic planning
  🔹 Initial risk assessment and setup: 4–6 weeks
  🔹 Ongoing quarterly support for annual packages
• High-level advisory projects (e.g. FIC structuring, offshore planning, disclosures)
  🔹 Most projects: 6–12 weeks
  🔹 Complex international structuring: 3–6 months, depending on legal, regulatory and cross-border coordination.

Depending on the service package you sign up for the above times scales will vary. However, with the 'Complete Premier' package, clients will receive 24/7 access and bespoke service, matters are handled proactively and can span up to 250–300 hours annually, with monthly or weekly contact depending on urgency.

Need a quicker turnaround or dedicated case leadership?

Projects involving high-value tax at risk (£1m+) can be expedited and led personally by a senior consultant, ensuring live updates, weekly HMRC liaison, and personal handling of all deliverables.

Would you like a project roadmap tailored to your case? 

We’d be happy to build one—just let us know your situation via the enquiry form.

Effective IHT planning involves a blend of strategies, including gifting, structuring your estate via trusts or Family Investment Companies (FICs), and making use of reliefs such as Business Property Relief (BPR) and Agriculture property relief (APR). Speak with an expert. 

UK tax residency is determined by the number of days you spend in the UK and your ties to the country. The SRT contains automatic and tie-breaker rules that are highly nuanced.

If you're unsure about your residency status or have cross-border obligations, contact us using our enquiry form or call us for expert guidance

HMRC applies rigorous scrutiny to HNWIs. We provide full-spectrum compliance monitoring, including foreign income checks, day-count reviews, offshore asset disclosure reviews, and cross-referencing with HMRC campaign risks.

If you would like a confidential consultation about your compliance position, get in touch through our contact page, or call us now.

This fundamental shift in HMRC policy requires that you take early action. We help former and prospective non-doms re-evaluate their structures, assets, and income flows.

If you are affected or unsure how these changes impact your tax position, contact us to explore strategic options, use our enquiry form below or call us now.

HMRC may open an enquiry due to anomalies in returns, risk triggers, or random selection. If you've received an enquiry letter or suspect one may be coming, reach out to us immediately for assistance, an initial call/enquiry is free and you never know, it might be nothing to concern yourself about.  

Common triggers include inconsistencies in your return, unexplained variances, large claims (e.g., R&D, capital allowances), offshore activity, or poor prior compliance history. 

If you're concerned about potential risk factors in your filings, it's wise to get in touch and arrange a risk review with our team. Use our enquiry form below or call us now.

Typically up to 4 years. This extends to 6 years for careless errors and 20 years for deliberate conduct.  

If you’re unsure how far your exposure reaches, don’t leave it to chance—speak with us today via our enquiry form below or call us now.

Do not ignore it. 

The right first step is to seek professional advice. 

While it is possible to deal with it on your own, it is all too easy to make mistakes. Unfortunately, despite claims to the contrary tax is complicated, and HMRC enquiries are more so. The process is not simple, and it has evolved over time that way.

If you’ve received correspondence concerning an enquiry, reach out to us via our contact form for immediate advice.  

Penalties can range from 0% to 100% of the tax owed, depending on whether the error was careless or deliberate. It is possible to get a penalty suspended, meaning you will not have to pay, but there will be conditions attached. 

Get in touch via our contact form for immediate advice to understand how to limit or challenge them.

 Yes, they can and do. 

HMRC uses international data-sharing networks to track offshore income and assets. If you’re unsure about your exposure, speak with us confidentially today. 

If you have concerns about this speak with us today via our enquiry form below or call us now.

You have rights to representation, privacy, and to challenge HMRC’s findings. We can guide you through your rights and options. Contact us today via our enquiry form below or call us now.

Absolutely. You can appeal internally, through ADR, or to an independent Tribunal. We have considerable expertise to help you build a robust challenge. 

Get in touch via our contact form for immediate advice to understand how to make an appeal.

ADR offers a way to resolve tax disputes with HMRC without going to court. If you're facing a deadlock.

We can help you explore this route effectively, our senior partner was instrumental in setting up the ADR process when they were at HMRC. Get in touch via our contact form.

Consistent reporting, proper documentation, and proactive compliance reviews are key. 

We offer bespoke risk assessments to help you stay off HMRC’s radar. 

 Contact us today via our enquiry form below or call us now.

 HMRC may agree to a Time to Pay arrangement—but early advice is critical. 

Contact us before enforcement action is taken via our enquiry form below or call us now. 

They often act on them through risk profiling and data matching. 

If you’re concerned about being targeted, speak to us in confidence. Use our enquiry form below or call us now.

They represent you, manage communication. 

Our former HMRC specialists are fully qualified experts, experienced at doing exactly that for you, and protect your position. 

Contact us via our enquiry form below or call us now. 

Triggers can include claim size, poor technical documentation, inconsistent costs, or random sampling.  

If your claim is under review, contact us now, we can assess your position. It cost you nothing, use our enquiry form below or call us.

Common issues include exaggerated project claims, weak uncertainty narratives, and ineligible costs. 

If you're unsure whether your claim might be challenged, ask us to review it before HMRC does use our enquiry form below or call us now.

 Preparation starts with documentation. This can include project logs, baseline knowledge, competent professional input, and cost mapping. 

If you want to know how enquiry-proof your submission is, request a diagnostic consultation, use our enquiry form below or call us.

 Expect to provide technical narratives, time tracking, qualifying cost breakdowns, and clear explanations of uncertainties. 

If you’d like to understand whether your documentation is robust enough, reach out for a pre-enquiry review.

 We have experience working with clients in various industries, including healthcare, technology, finance, large and small, and accountants and tax agents. Why not  speak to one of our experts now?