Tax Compliance Solicitors

Tax compliance is central to responsible wealth management, particularly where personal financial affairs involve complex income structures, valuable assets, trusts, estates or interests spanning multiple countries. JMW’s tax compliance solicitors advise individuals, trustees and executors on their compliance obligations under UK tax laws and the wider UK tax system. We prepare and complete tax returns, manage tax reporting and tax filings, and oversee timely submission to HM Revenue & Customs (HMRC) and other tax authorities. In doing so, we help clients maintain accurate, transparent tax affairs and meet their ongoing compliance requirements with confidence.

Our service combines legal oversight with practical tax compliance delivery. We interpret tax laws and regulations, advise on regulatory changes, and complete personal tax compliance work on behalf of clients, including trustees and executors responsible for reporting income, expenses and estate-related liabilities. Where compliance checks arise, we manage communications with HMRC and represent clients directly. We also work closely with accountants and other tax advisers where appropriate, ensuring that legal, reporting and financial considerations align and that the correct amount of tax is declared and paid.

If you would like to speak to a tax compliance solicitor about your tax affairs, tax returns or ongoing compliance obligations, contact our private wealth team for confidential advice. Call 0345 872 6666 or complete our online contact form to request a call back at a time that suits you.

Why Seek Legal Advice on Tax Compliance?

Tax compliance is a legal obligation under the UK tax system and requires taxpayers to comply with tax laws, regulations and reporting requirements that govern how income, assets and financial information are disclosed to tax authorities. Legal advice helps individuals understand how these compliance obligations apply to their personal tax affairs and how to meet compliance requirements accurately and transparently.

Tax laws and regulations continue to evolve, and regulatory changes can affect how tax reporting, tax filings and record-keeping obligations are interpreted. Legal advice supports clients in staying up to date with tax rules, filing on time, maintaining thorough records and preserving clear audit trails that support compliance monitoring and compliance checks carried out by HM Revenue & Customs or other tax authorities.

Legal support becomes particularly relevant where tax compliance checks arise, including enquiries initiated by HMRC as part of a random selection or targeted review. We advise clients on their rights and responsibilities during compliance checks, review requests for financial information and data, and manage correspondence with tax authorities. This approach helps identify discrepancies, address issues proportionately and ensure that the correct amount of tax is reported and paid.

Where errors, omissions or inconsistencies are identified within tax returns or tax reporting, legal advice supports appropriate corrective action. This may include advising on disclosures, managing additional tax, interest or penalties, and supporting clients in demonstrating transparency and financial responsibility within the UK tax system. In more severe cases, early legal advice can help manage risk and avoid unnecessary escalation.

For individuals with income, assets or interests across multiple countries, legal advice supports global tax compliance across different jurisdictions. We advise on compliance obligations that arise under international tax rules, how UK tax laws interact with overseas regulations, and how to manage additional complexity where tax affairs span more than one country.

By seeking legal advice on tax compliance, clients benefit from informed oversight of their tax obligations, structured engagement with HMRC and other tax authorities, and support that integrates tax compliance with wider tax planning, estate and succession planning considerations.

How JMW Can Help

Our tax compliance solicitors provide both legal advice and hands-on tax compliance services for individuals, trustees and executors. We advise on compliance obligations under UK tax laws and the wider UK tax system. We also prepare and complete tax returns, manage tax reporting and oversee tax filings on behalf of our clients. This combined approach ensures that personal tax compliance is handled accurately, efficiently and in line with current laws and regulations.

We support clients across a comprehensive range of tax compliance services, including:

• Preparing and submitting tax returns: completing personal tax returns and trust and estate tax filings, ensuring timely filing, accurate tax reporting and submission of financial information to HMRC and other tax authorities.
• Ongoing compliance monitoring: reviewing tax affairs to ensure compliance requirements are met throughout the tax year, maintaining thorough records and audit trails, and supporting transparency within the UK tax system.
• Advising on compliance obligations: interpreting tax laws, regulations and regulatory changes, and explaining how they apply to income, expenses, assets and estate structures.
• Addressing discrepancies and corrective action: identifying discrepancies in tax filings, advising on appropriate disclosure and managing additional tax, interest or penalties where they arise.
• Managing HMRC enquiries and tax compliance checks: representing clients in correspondence, responding to compliance checks and overseeing communications with HMRC and other tax authorities.
• Voluntary disclosures: advising on disclosure to tax authorities where required and managing the process from initial assessment through to resolution.
• International and cross-border tax compliance: advising on global tax compliance where income or assets span multiple jurisdictions, managing reporting obligations across different countries and coordinating with local tax authorities where necessary.
• Working alongside accountants and tax advisers: collaborating where appropriate while retaining responsibility for legal interpretation, risk management and regulatory engagement.

Our tax compliance service forms part of JMW’s wider wills, trusts, tax and succession planning offering. This enables us to integrate tax compliance and tax reporting with estate planning, trust administration and dispute resolution where required. By combining practical delivery of tax returns and reporting with solicitor-led legal oversight, we provide a comprehensive tax and compliance service for high-net-worth individuals and families whose affairs demand careful attention and discretion.

JMW’s private wealth team is led by Alison Parry and Joe Cobb, who are both recognised leaders in their field. Alison is a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS) and a member of the Society of Trust and Estate Practitioners (STEP) Contentious Trusts and Estates Special Interest Group. Joe is a full member of STEP and has more than a decade’s experience advising ultra-high-net-worth individuals, entrepreneurs and institutional clients on tax, estate and succession planning matters.

The team is consistently ranked among the leading private client teams in the country by both the Legal 500 and Chambers High Net Worth guides, reflecting the depth of experience we bring to complex and sensitive matters. By combining technical legal expertise with a clear understanding of the commercial and personal realities of managing substantial wealth, we provide advice that is practical, proportionate and aligned with our clients’ wider interests.

Meet the Team

Our tax compliance service is delivered by solicitors within our private wealth team, who advise individuals, trustees and executors on complex personal tax compliance and related legal matters.

Common Tax Compliance Issues We Advise On

Tax compliance issues can arise at different stages of a taxpayer’s affairs, from routine tax reporting and tax filings to formal compliance checks carried out by HMRC or other tax authorities. Our tax compliance solicitors advise on, prepare and manage personal tax compliance matters for individuals, trustees and executors, combining legal oversight with the practical completion of tax returns and ongoing compliance monitoring.

Errors and Omissions in Tax Returns

Errors or omissions in tax returns may arise from incomplete financial information, changes in income or expenses, overseas assets, or misinterpretation of tax rules within the UK tax system. We review existing tax filings, identify discrepancies and advise on corrective action. Where required, we prepare amended tax returns, manage additional tax reporting and liaise directly with HMRC to ensure the correct amount of tax is declared and paid.

Our approach focuses on compliance obligations, accurate tax reporting and maintaining thorough records and audit trails that support transparency and reduce risk.

Voluntary Disclosures to HM Revenue & Customs

Where inaccuracies are identified in tax reporting, voluntary disclosure may be appropriate. We advise on disclosure obligations under UK tax laws and manage the preparation and submission of supporting financial information and data to HMRC.

This includes calculating additional tax where required, addressing interest or penalties, and overseeing communications with tax authorities to ensure the process is handled in a structured and proportionate manner.

HM Revenue & Customs Compliance Checks and Enquiries

HMRC may carry out tax compliance checks as part of random selection or targeted review. These compliance checks can involve detailed requests for financial information, supporting data and explanations of tax positions taken.

We manage the process from the outset, reviewing the scope of enquiries, preparing responses, completing supplementary tax reporting where necessary and representing clients in correspondence with HMRC. By combining legal expertise with practical handling of tax filings and documentation, we ensure responses align with relevant tax laws and regulations.

Trust and Estate Tax Compliance

Trustees and executors have defined compliance obligations under the UK tax system. These include preparing and submitting trust and estate tax returns, reporting income and expenses, and ensuring timely filing within the relevant tax year.

We complete trust and estate tax reporting on behalf of trustees and executors, advise on compliance requirements and maintain accurate audit trails to support ongoing compliance monitoring. Where trust structures involve assets across multiple jurisdictions, we address global tax compliance considerations and coordinate reporting accordingly.

Capital Gains Tax and Inheritance Tax Compliance

Asset disposals, lifetime gifts and estate administration frequently give rise to Capital Gains Tax and Inheritance Tax reporting obligations. We prepare and submit the necessary tax filings, advise on valuation and reporting requirements, and manage interactions with HMRC to ensure compliance with applicable tax laws and regulations.

By integrating tax reporting with wider tax planning and succession planning advice, we provide a cohesive tax and compliance service that reflects the scale and complexity of our clients’ affairs.

Compliance With International Tax Rules

International tax compliance raises a distinct set of considerations for individuals whose financial affairs extend beyond the UK. Income, assets or interests held overseas can give rise to reporting obligations in more than one country, with differing tax systems, tax laws and regulatory expectations applying at the same time. These obligations can affect how financial information is reported, how audit trails are maintained and how transparency is demonstrated to tax authorities across different jurisdictions.

The interaction between the UK tax system and overseas tax rules can also create additional complexity. Differences in definitions of income and expenses, reporting dates, compliance requirements and approaches taken by local tax authorities can result in overlapping obligations or additional tax exposure. Ongoing regulatory changes, including developments in information exchange and real-time reporting, further affect how international tax compliance is monitored and enforced.

Managing global tax compliance requires careful consideration of how financial data is recorded, how records are maintained and how discrepancies are identified and addressed. Compliance checks or enquiries may involve more than one tax authority, increasing the importance of consistent reporting and coordinated responses across jurisdictions.

Our tax compliance solicitors advise on international tax compliance from a legal perspective, helping clients understand how UK tax laws interact with international tax rules and local regulations. We support clients in meeting compliance obligations across multiple countries, advise on reporting requirements linked to overseas income and assets, and manage communications with tax authorities. Where appropriate, we work closely with overseas advisers to coordinate responses and support compliance in a proportionate and efficient way.