C&B Partners Limited - Expert Tax Advisory Services

HMRC enquiry defence & dispute resolution

We offer a support package on enquiries up to appeal stage or a premier package with unlimited case support through to and including full tax enquiry defence (COP8) from start to end, written submissions, negotiation strategy, appeals ADRs, HMRC Statutory Internal Reviews through to full representation at First & Upper Tier Tribunals.

Tax consulting and advisory

Offshore/onshore tax planning for companies & HNWIs, includes standard strategic guidance and one-off advice through to premier package of strategic advisory and planning. We are about interpreting tax legislations, shaping strategies, managing reputational and financial risks and advising on long-term structuring. 

Tax Compliance & monitoring

For High Net-Worth Individuals (HNWIs)

• Tax residency and domicile review (Statutory Residence Test)

• Capital gains and income tax filing review

• Offshore trust and account compliance (WDF, DAC6, CRS)

• IHT exposure monitoring and trust/gift planning

• HMRC return and UTR registration monitoring

• Risk flag identification and pre-emptive review

For Companies & LLPs

• CT600 and statutory account compliance checks

• R&D tax credit claim audit readiness reviews

• VAT return reconciliation and review

• PAYE and employment status monitoring (incl. IR35)

• Transfer pricing and intercompany compliance

• Disclosure, DAC6, record-keeping standards check

Deliverables

• Annual compliance risk report

• Deadline tracking and HMRC submission planning

• Red flag analysis and trigger response plan

• Optional pre-enquiry audit simulation

• Quarterly or annual strategy reviews

Disclosures (WDF, NDO, CDF)

Our standard advice service or a full service from start to end, reports, full representation, joint disclosure sessions with clients. Settlement meetings.

R&D tax credit support & defence

From end-to-end R&D claim preparation, structuring, consultation on technical narrative drafting. Claim audits, enquiry defence, and Tribunal representation. Standard packages include reviewing of a set number of claims. The premier package, includes claim preparation, tactical input through to enquiry defence, and representation at Tribunal. 

Client representation (ADR, Tribunals, HMRC meetings)

Standard packages from support on meetings. Appeal support - ADR and Internal Reviews. Premier package, full support with all correspondence, meeting attendance and Tribunal defence.

Training packages

Standard package - pre-recorded sessions to premier package of unlimited bespoke, personalised training in  

Compliance and risk training for accountants/agents/companies/businesses 

Interviewing skills. 

HMRC Enquiry defence training and more.  

Tax planning and strategy

Standard package includes planning sessions (domestic only) through to premier package, full structuring, CGT/IHT mitigation, FICs, offshore assets, DAC6.

Corporate structures (SPVs, LLPs, holding companies)

Offshore trusts, residency/domicile, CGT/IHT mitigation, R&D

FIC setup, wealth succession, exit strategy planning

Legal consulting

Standard package includes legal insight and dispute resolution support. Premier provides full services including legal planning and consulting and legal representation during HMRC meeting, ADR and Tribunal. International tax compliance standard package includes review and strategic guidance through to premier package of one to one access and representation. Personalised services, standard package of client services through to premier concierge-level personal service.

Client acquisition support services (meeting support, briefings, etc.)

Providing assistance and meeting support with prospective clients. Attendance at one or more client-facing meetings (via Zoom or in person) to provide credibility and answer compliance-related queries.  

Give your clients peace of mind – with an independent, authoritative voice at the table. 

When pitching or meeting with businesses regarding R&D tax relief claims, the presence of an experienced former HMRC enquiry officer can make the difference between hesitation and trust. Our presence signals confidence, expertise and readiness, not only to make a valid claim, but to defend it under scrutiny.

Accountancy and Bookkeeping services

We have access to expert accountancy and Bookkeeping services alongside all of our services for our clients.