Business Details
Expert Tax Investigation & Advisory Services in Yarm
Established by a highly qualified tax professional with extensive experience in both HMRC and private practice, our consultancy specialises in resolving complex tax issues for accountants, solicitors, companies, and individuals. Our principal consultant combines a decade of HMRC investigative experience with over five years as a tax partner at a respected regional firm, offering unique insights into both sides of tax disputes. We provide tailored solutions for HMRC investigations, tax planning, and transactional tax advice, leveraging our deep understanding of tax legislation and case law.Our services are designed to protect client relationships while delivering expert technical advice, including risk assessments for tax planning strategies and support during conflict of interest scenarios. We maintain strict adherence to professional standards under CIOT supervision for anti-money laundering compliance.
Services
Tax Investigations
Tax Planning
Corporate Transactions
Property Transactions
Inheritance Tax
Highlights and features
- We offer HMRC investigation expertise from both regulatory and advisory perspectives
- Our principal holds chartered tax adviser status with HMRC's highest training level
- Non-judgmental approach minimising tax liabilities and investigation durations
- Specialist support for accountants' conflict of interest scenarios
- Virtual tax partner service for accountancy firms without dedicated tax teams
Associations and certifications
- Chartered Institute of Taxation (CIOT)
Services
Tax Investigations
Specialist representation during HMRC investigations combining regulatory and advisory expertise. We reduce liabilities and resolution times through deep understanding of HMRC tactics and legal boundaries. Our approach protects client interests while ensuring compliance with tax legislation.
Tax Planning
Strategic tax planning advice covering income tax, capital gains tax, corporation tax, and stamp duty land tax. We assess risk levels for planning strategies and provide objective assessments of HMRC challenge probabilities while maintaining compliance.
Corporate Transactions
Tax advisory services for corporate transactions including management buy-outs and share purchases. We resolve conflicts of interest situations while maintaining existing accountant relationships and provide technical expertise on transactional tax implications.
Property Transactions
Comprehensive tax analysis for property transactions covering multiple tax types. We ensure balanced consideration of corporation tax, income tax, capital gains tax, and SDLT implications to prevent suboptimal tax outcomes from narrow focus.
Inheritance Tax
Specialist advice on inheritance tax minimisation strategies and trust arrangements. We develop tailored solutions for clients' estate planning needs while ensuring compliance with current tax legislation and case law precedents.
People
Catherine Scott
Tax Director
Former senior HMRC investigator and tax partner with chartered tax adviser status. Combines regulatory expertise with private practice experience to resolve complex tax issues across multiple jurisdictions.
Questions
What specialist tax services do you offer?
We specialise in HMRC investigations, tax planning, corporate and property transaction tax advice, and inheritance tax mitigation for professionals and businesses.
How do you help accountants with client tax issues?
We provide conflict-free support for HMRC investigations and complex tax matters without compromising existing accountant-client relationships.
What makes your tax investigation service unique?
Our principal combines HMRC's highest training level with chartered tax adviser status and former tax partner experience for comprehensive dispute resolution.
Can you assist with property transaction tax planning?
Yes, we advise on corporation tax, income tax, capital gains tax, SDLT, and IHT implications for property transactions.
Do you work directly with solicitors' clients?
Yes, we can engage directly with solicitors' clients or provide advice through the solicitor for transactional tax matters.
