Documents related to 'Discretionary trust - letter of wishes to accompany a will'
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Letter to chase a tax repaymentRepayments arising from online filing of self assessment tax returns may be stopped for a variety of reasons, and HMRC staff have to look at them before they can be released. Contacting HMRC should help to speed up your... Read more
13 Mar 2009
IHT gift from surplus income letterThere is an inheritance tax exemption for monetary gifts made out of your surplus income. To demonstrate that a gift has been made out of surplus income you should send a letter with each gift you make. Write a lett... Read more
29 May 2018
Non-audit engagement letterWhen you provide accounting and/or taxation services to clients, best practice dictates that you should issue them with an engagement letter to set out your mutual rights and responsibilities.EngagementThe engagement letter ... Read more
11 Nov 2019
Share loss relief claimUsually, capital losses can only be used to reduce capital gains but in some circumstances they can be used to reduce tax on income.Share lossesLosses incurred on certain qualifying company shares are eligible for special treat... Read more
16 Apr 2018
Form 2 - New Section 25 Notice: landlord opposing renewalIf you receive one of these, then you've a potential fight on your hands in order to remain in your business premises. For all the following reasons, you may find yourself up a creek, without a ... Read more
28 Jan 2009
Enquiry - capital statement checklistDuring an enquiry HMRC may require a so-called capital statement to be prepared. Preparing an accurate statement is important to settling the enquiry. Use our checklist to help you produce your capital statement.w... Read more
19 Jan 2018
Tax deduction from benefits in kind claimWhere an employee is taxable on a benefit in kind resulting from the use of an asset owned by their employer and they partly use the asset for business purposes, the employee is entitled to claim a deduction f... Read more
15 Apr 2020
Complaint letterUltimately, the Adjudicator's Office handles all complaints about HMRC. However, the adjudicator will only examine a complaint if it has been through the proper levels of authority within HMRC first.Set out your grievanceIf you feel yo... Read more
08 Jan 2013
Claim for special reliefIf you fail to submit a tax return HMRC may estimate the tax payable and notify you of this on determination notice. The tax determined cannot be appealed against and is legally enforceable. The only way to overturn the deter... Read more
04 Jan 2017
