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APPEALS


Information notices and statutory records

Default surcharge and late repayment by HMRC

Awareness of the penalty regime and reasonable excuse

Failure of a capital loss scheme

The Chartered Institute of Taxation is running an online survey, closing Tuesday 5 May 2015, for those with experience of taking an appeal to the First-tier Tribunal.

Macklin v HMRC concerned where a pension plan was established for the purpose of double tax treaty relief. Jonathan Schwarz (Temple Tax Chambers) considers the case and its implications

Andrew Goldstone and Sarah Albury (Mishcon de Reya) review the latest developments that matter in the private client arena, including: HMRC’s hat trick of wins in cases against schemes promoted by NT Advisors; a consultation on VCTs; Lobler and rectification for the partial surrender of insurance policies; online filing of IHT accounts from August; and Tager and punitive tax-related penalties

Discount on stripped coupon security

Tax fraud involving pension funds

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