HMRC tax investigations

Start with the right context.

Advisory support for people and businesses facing an HMRC tax investigation or enquiry. An initial conversation helps identify the facts, timing and priorities relevant to your enquiry.

What this service involves

An HMRC enquiry or investigation should be approached with a clear record of the notice received, the periods involved, the information requested and relevant supporting documents.

A considered approach

An HMRC enquiry or investigation benefits from an orderly, documented approach. The first step is to understand precisely what has been requested, for which period and by when.

Keeping correspondence and supporting records together helps establish a clear basis for discussing the response.

Common situations to discuss

• An HMRC notice, letter or information request has been received.
• Reviewing the periods, documents and questions identified by HMRC.
• Preparing a clear record of the circumstances before responding.

Information that can help

Bringing a brief outline of the relevant facts can make the first conversation more focused.

• The HMRC notice, letter or information request received.
• The periods, records and questions identified in the correspondence.
• A timeline of key dates and any response already made.

Who it is for

For individuals and businesses seeking to discuss an HMRC tax investigation.

How we help

• Discuss the circumstances and questions relevant to your enquiry.
• Review the information and timing that matter to the next step.
• Agree a clear route forward.

Our process

1. 01

   Get in touch

   Outline the issue you would like to discuss.

2. 02

   Review the context

   Share the relevant information and priorities.

3. 03

   Confirm next steps

   Agree how to proceed.

Related services

FAQs