Tax
Written tax advice in London
Formal written advice that explains how UK tax rules apply to your plans, so you can act with confidence.
What is it
What is written tax advice?
Written tax advice is a formal letter or report that sets out the facts of your situation, the tax rules that apply and our conclusions. It gives you a clear record of the reasoning behind a decision, which is valuable if HMRC later asks how a position was reached.
When written advice is worth having
- Before a significant transaction, such as selling a business, a property or shares
- When restructuring a company or bringing in new shareholders
- When moving to or from the UK, or receiving income from abroad
- When the law is unclear and you may want to ask HMRC for a non-statutory clearance
Who we help
Who we advise
For decisions where the tax outcome matters and the rules are not straightforward.
Business owners & directors
Profit extraction, restructuring, share sales and growth plans.
Landlords & property investors
Property income, Capital Gains Tax, SDLT and ATED.
Individuals & families
Investments, gifts, residence and complex personal affairs.
Charities & non-profits
Charitable tax obligations and available reliefs.
What’s included
What our written advice includes
Fact-finding review
We review your records and agree the facts our advice will rely on.
Analysis of the law
We apply current legislation, HMRC guidance and case law to your situation.
Risks and options
We set out the options available, the tax cost of each and the risks.
Clear recommendations
You receive practical next steps in plain English, ready to act on.
Written conclusions
You receive a professional, structured document summarising our findings and recommendations that you can rely on.
How it works
What happens, step by step
- 1
You tell us your question
And send us the background documents.
- 2
We agree the scope and fee
So you know what the advice will cover before we start.
- 3
We research and write the advice
Based on current legislation and HMRC guidance.
- 4
You receive a written report
And we go through it with you if you wish.
What we need from you
- A description of your situation and your question
- Relevant contracts or agreements
- Recent tax returns and accounts
- Any correspondence with HMRC
- Key dates and amounts involved
- Your deadline, if there is one
Services
Related services
Tax consultancy
Strategic tax planning and optimisation.
Corporation tax
Accurate calculation and filing of corporation tax.
Capital gains tax
Advice and preparation for capital gains tax.
VAT
VAT registration, preparation, and submission.
FAQ
Written tax advice: frequently asked questions
Why get tax advice in writing?
A written report records the facts, the rules applied and the reasoning. It helps you and your other advisers act consistently and gives you evidence of the care taken if HMRC queries your position.
How long does it take?
Most advice letters are ready within two to three weeks of receiving all the information we need. Urgent matters can often be handled sooner.
Can you ask HMRC to confirm the treatment?
Where the law is genuinely uncertain, HMRC offers a non-statutory clearance service for some issues. We can prepare and submit the application for you.
Licenses & certificates
