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Specialist advisory reports

We produce written technical opinions on complex tax questions, prepared to a standard suitable for professional reliance. These reports are commonly instructed by accountants and solicitors who require a specialist second opinion, or by businesses facing a transaction or enquiry where the tax position needs to be formally documented. Where the law is unsettled, the facts are unusual, or the figures at stake are significant, a clear and properly reasoned opinion gives you a firm basis on which to act. It allows you to make decisions with confidence, to demonstrate that reasonable care has been taken, and to evidence the technical thinking behind a chosen position should it later be questioned by HMRC or examined in the course of a dispute. Each report sets out our reasoning transparently, so that you and any party relying upon it can understand not only our conclusion but the basis on which it rests.

Tax areas covered
CT
CGT
IHT
SDLT
VAT
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What is included.

  • Full analysis of applicable legislation, case law and HMRC guidance
  • Clear statement of our opinion on the tax position
  • Identification of material risks and areas of technical uncertainty
  • Recommendations for structuring, disclosure or protective action
  • Prepared in a form suitable for disclosure to the client or third parties
  • Prepared under professional indemnity insurance cover

Who this is for.

Professional firms referring client matters for a second specialist opinion; businesses facing complex transactions; litigation support teams requiring independent tax analysis; insurers providing tax liability insurance.