We recognise that this is often the first time that a client (or their adviser) has been in this position with HMRC and appreciate that it can be a nerve-wracking experience. We also understand how important it is to have peace of mind that matters are fully resolved and that your assets are protected.
Hamilton Rose will ensure that:
Once matters are resolved, we can also assist with any UK tax compliance obligations going forward to ensure that you remain fully protected against any allegations by HMRC.
Finally, we often undertake reviews on behalf of intermediaries to ensure that they can demonstrate due diligence in respect of their client base. This is especially important with the advent of "Failure to Correct" and the Corporate Criminal Offence for failing to prevent tax evasion, for which the adviser can potentially be held personally liable.
If you or your client are concerned that a UK tax irregularity may have arisen (or you just want a second opinion on matters), please do get in contact and we would be delighted to have a no-obligation discussion:
John is an industry-recognised specialist in the fields of tax dispute resolution, offshore disclosures, Common Reporting Standard, Requirement to Correct, taxation of non-UK domiciled individuals and offshore trust taxation.
Rosalind was named as one of ePrivateClient's "Top 35 under 35" in 2018. She is an industry-recognised specialist in advising individuals, families and owner-managed businesses who are under investigation by HM Revenue & Customs and those who wish to make voluntary disclosures.
John is an industry-recognised specialist in the fields of tax dispute resolution, offshore disclosures, Common Reporting Standard, Requirement to Correct, taxation of non-UK domiciled individuals and offshore trust taxation.
He advises high net worth clients, families and owner managed businesses who are under enquiry by HM Revenue & Customs. John’s particular area of expertise is with regards to offshore trusts and providing trustees with the support to ensure their historic tax affairs are correct.
John has written numerous articles related to Tax Investigations and has presented at many CIOT and STEP events.
Before co-founding Hamilton Rose, John spent 9 years in Grant Thornton’s Tax Investigation team, where he led their offshore trust tax dispute offering. Prior to that, John spent 4 years training within KPMG’s tax investigation team.
In his spare time, John is a keen runner, gin lover, proud husband and father to four wonderful girls.
Rosalind was named as one of ePrivateClient's "Top 35 under 35" in 2018 - the definitive list of private client practitioners. She specialises in advising high net worth individuals, families and owner-managed businesses who are under investigation by HMRC and those who wish to make a voluntary disclosure.
She also spends a great deal of her time advising families and trustees on how best to protect their assets for future generations and how to establish or wind up structures in a tax-efficient manner.
Rosalind’s particular areas of expertise are dealing with “Code of Practice 9” civil fraud investigations, "Code of Practice 8" (fraud and bespoke avoidance) investigations and managing HMRC “full books and records” corporate enquiries.
Rosalind has handled over 200 voluntary disclosures throughout her career, ranging from multi-million-pound settlements arising due to issues identified during probate through to disclosures of rental income via the Let Property Campaign.
Further experience includes assisting clients through the First Tier Tribunal process as well as taking cases through “alternative dispute resolution” in order to reach agreement with HMRC prior to a case going to tribunal.
Before founding Hamilton Rose, Rosalind was an integral part of Grant Thornton’s specialist national tax investigations team in Manchester and then London.
In her spare time, Rosalind volunteers with the charity Tax Help for Older People and is part of the Children's Team at her local church. She is a very proud mother of two wonderful little boys, an enthusiastic baker, moderate seamstress and loves discovering new gins. She can usually be found roaming around the countryside with her lovely family or eating anything chocolate-based.
“In my extensive and unfortunate experience of dealing with a number of tax advisers generally the industry is littered with ‘tax experts’ who have no real concern for their client, take no accountability and are merely interested in their fees. Hamilton Rose, without a shadow of a d…
Hamilton Rose Client - CEO and Founder, Large Commercial Real Estate Firm in London, Voluntary Disclosure, Assistance with Trust Issues and on-going Private Client Tax Advice
“I required definitive international tax planning incorporating UK, Jersey and Spain. John ensured that the whole process was as painless as possible as well as ensuring that the Spanish tax adviser fully understood my position. The outcome was excellent and exceeded our expectations.…
Hamilton Rose Client, Private Client Tax Advice
“I should once again like to take the opportunity to thank Hamilton Rose for all the help afforded last year regarding my tax affairs. Courteous, prompt, sensitive and effective, your intervention took a weight of my mind!”
Hamilton Rose Client, Voluntary Disclosure
“Having at the weekend read the Hamilton Rose report from cover to cover for the umpteenth time, I am pretty well up to speed and more impressed than ever by the extent of the coverage it provides.”
Hamilton Rose Client, Trust Structure Review and Private Client Advice
“I was introduced to Rosalind and John by my tax consultant who believes they are the best team to deal with my past due tax affairs. During our first meeting, I found them to be good listeners and were able to offer advise based on their vast experience from dealing with cases not di…
Hamilton Rose Client, Voluntary Code of Practice 9
