Tax Appeal & Litigation Process - From Start to Finish

Introduction

Presented by expert speaker and barrister Morag Ofili of Harbottle & Lewis LLP, this virtual classroom seminar will provide you with a run through of the key stages of the tax appeal and litigation process.

This session is ideal for accountants and solicitors who need to advise clients on the process but who may have limited experience of the tax tribunals. It is also useful for those who simply want a refresher of the key points from counsel’s perspective.

What You Will Learn

This live and interactive session will cover the following:

• Bringing an enquiry to a close
• Internal HMRC reviews and notifying the appeal
• Costs risk and track allocation
• Burden of proof
• Responding to HMRC’s statement of case
• When to involve counsel
• Witness statements and documentary evidence
• Preparing for trial
• Witness familiarisation
• Logistics - venue, hybrid hearings, availability of witnesses and counsel
• Skeleton arguments
• Court etiquette
• Managing client expectations (costs and outcomes)

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.