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September 13, 2013
By:

Testimonial - Swiss Tax Treaty Advice & Voluntary Disclosure to HMRC

Testimonial from Mr W

 “That's great news! Thanks to you and your team for the excellent advice and professionalism handling my case.”

The work

 -          Comparison of Swiss Tax Treaty and other disclosure methods including the Liechtenstein Disclosure Facility

-          Advice on UK tax liability of pension lump sum paid by overseas pension scheme on termination of employment

-          Voluntary disclosure to HMRC

The Result

 -          No UK tax to pay

-          HMRC accepted disclosure without query or amendment

-          Tax saving of over £47,000 compared to the one off levy under the Swiss Tax Treaty which would have been due in May 2013 had no action been taken

 Note - testimonial received 28 August 2013

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