Course Details

HMRC are increasing their efforts in relation to enquiries into Private Clients’ tax affairs with a special focus on their trusts. This session will go through processes, timelines and what to expect when dealing with an HMRC enquiry. This will be useful for advisers, clients and trustees.


In this session Victoria Baguley-Wood will be covering the following topics:


  • Framework of an HMRC enquiry
  • Current trends we are seeing
  • Things to expect when dealing with HMRC enquiries into trusts
  • Information requests – how they work
  • Recent examples


By attending this session, attendees should be better prepared to deal with HMRC enquiries into trusts and to better guide their clients through the process.

 

This session will be of interest to tax advisers, private clients and trustees.


Course level: Foundation / Intermediate

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CPD Course Speaker

Saffery

Victoria Baguley-Wood

Victoria is a Tax Director at Saffery. She is a private client tax specialist who advises HNW and UHNW individuals as well as their trustees and family offices. Having been called to the Bar in England and Wales in 2017, she worked as UK Tax Counsel for an international trust company and then a law firm, before joining Saffery and is able to draw upon these experiences when advising her clients. She studied her MSc in Taxation at the University of Oxford and is a qualified Chartered Tax Adviser. She is currently working towards her PhD in Tax Law at the University of Edinburgh.