After a dogged defence against a determined HMRC enquiry regarding the taxation of foreign pensions, we have saved a client a lot of needless bureaucracy regarding previous tax returns and have created a precedent for the future. HMRC used an internal specialist department to contact counterparts abroad.
As a result the client will not need to obtain tax refunds from overseas tax authorities which could be stressful and time-consuming; instead HMRC has finally agreed with our approach of claiming relief for the foreign tax on his UK tax return. A well-argued and respectful defence was paramount.
We have a great track record of responding to HMRC enquiries and obtaining equitable results for our clients. This is further proof that there is no substitute for experience and knowledge in tackling tax investigations.
Chris said that “As the director of an independent, long-established and well-respected local practice, I am proud of this result. I encourage taxpayers who hear from HMRC with enquiries into their tax affairs to contact me or a member of my team before replying to the Revenue. The initial meeting is without obligation and free of charge”