Selected
Client Matters
Every engagement is confidential. These anonymised matters show how we approach the work — where the technical argument was found, how HMRC was challenged, and what the client was left with.
Complex HMRC Enquiries Resolved — Over £5 Million Saved
Long-running HMRC enquiries into a high-net-worth individual with substantial property interests and a food manufacturing business, turning on a disputed historic valuation of business goodwill.
UK–US Estate Planning Ahead of the Non-Dom Reforms
A UK-resident individual with dual British and US citizenship and substantial international assets, advised on inheritance and estate tax planning ahead of the changes to the UK taxation of non-domiciled individuals from 6 April 2025.
COP 9 Investigation Settled Without Criminal Proceedings
An accountant subject to a serious HMRC investigation under Code of Practice 9, concerning incorrect company accounts and associated corporate and personal tax returns submitted over a number of years.
Multi-Year VAT Enquiry and Kittel Allegations Defended
A corporate client facing extensive HMRC VAT enquiries running over a number of years, including serious allegations under the Kittel principle that could have denied its right to recover input VAT.
Client identities and identifying details have been withheld. Every matter turns on its own facts and the outcomes described are not a guarantee or prediction of the result of any other engagement.
Discuss Your Own Position
Every matter above began with a confidential conversation. If you are facing an HMRC enquiry or planning across more than one jurisdiction, speak to a senior adviser.
Schedule Confidential Consultation