Personal tax dispute with HMRC

Case Study14th Jan 2021

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Our Client 

A private client required support in an ongoing tax dispute they were having with HMRC regarding their personal tax. During a difficult personal time for the client, they had struggled to keep up with all matters of personal finance, including the submission of Self-Assessment Tax Returns. As a result of the failure to file Self-Assessment Tax Returns, HMRC issued determinations based on estimated income and were seeking settlement of these large estimated liabilities. Still struggling, and not understanding the letters being issued by HMRC, the client settled the liabilities in good faith. 

Our Approach 

  • Confirmed the determinations made by HMRC were grossly over-estimated for all years concerned 
  • Negotiate with HMRC using experts in private tax legislations 

The Outcome 

  • Client could step-back from the tax dispute negotiations  
  • Despite initially stating they would not make repayments, HMRC issued the client with a tax repayment in excess of £60,000 

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