Offshore disclosures

Start with the right context.

Advisory support for offshore disclosure questions and the information relevant to your circumstances. An initial conversation helps identify the facts, timing and priorities relevant to your enquiry.

What this service involves

Offshore disclosure questions need careful consideration of the relevant income, gains or assets, the countries involved, tax residence and the information available. Early factual clarity is important.

A considered approach

Offshore disclosure matters require a careful, fact-led approach. The location of income, gains or assets, the periods involved and the relevant tax residence position can all be significant.

Gathering the available records before discussion helps establish a clearer picture of the issue.

Common situations to discuss

• Reviewing overseas income, gains, assets or historic information.
• A question involves UK tax residence and overseas interests.
• Preparing information relevant to a potential disclosure or HMRC enquiry.

Information that can help

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

• An outline of the overseas income, gains or assets involved.
• The countries, periods and tax residence context that may be relevant.
• Any historic records, correspondence or information already available.

Who it is for

For individuals or businesses seeking to discuss an offshore disclosure matter.

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.

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FAQs