AegisTax is a network of senior ex-Revenue agents who specialise in helping people to resolve problems and/or disputes with the tax authorities. Our specialists have between them over 100 years experience as tax inspectors with HMRC or other revenue authorities and most have subsequently had experience with one of the Big 4 accountancy firms. AegisTax has been managing this network, identifying the right Consultant for the situation and thus successfully resolving tax issues for over 10 years.
Operating in the UK, Europe and elsewhere
AegisTax currently operates in Jersey, where it has been since 2004 and, to coordinate our expanding operations, offices were opened in Switzerland in 2008. To address the growing market of expatriate tax challenges our consultants and partners can be found in the UK, Ireland, Europe and elsewhere.
All arrangements are coordinated from our Swiss office (where we also store documents both paper and electronic) to ensure complete confidentiality. After an initial conversation we will help you decide how best to proceed. If appropriate we can arrange to meet in Switzerland (Geneva is very convenient), in the UK or elsewhere. Having made an initial assessment we will provide you with an estimate of your liabilities, including penalties and interest if any, or of any refund that we believe may be due. If necessary we will engage experienced tax lawyers to protect your position by attaching legal privilege to your papers until the authorities confirm that criminal proceedings will not be pursued.
Over the years AegisTax has acted for hundreds of clients, managing investigations and approaching the authorities to disclose tax offences and claim refunds. In all cases liabilities have been settled without criminal proceedings.
AegisTax has supported clients in all types of dealings with revenue authorities:
- Acting on their behalf during tax Investigations
- Providing global tax planning advice
- Succesfully applying for Non-Domicile status
- Reclaiming overpaid tax, interest and penalties where inexperienced advisors have been less effective
- Reducing capital taxes demands for executors.
Whatever your tax situation (past or present) and wherever you now reside, AegisTax have a network of advisors who deal with local, foreign and cross-border tax issues worldwide. Get in touch now by using our online enquiry form.
Keeping your affairs private
Essential to successful tax resolution is thorough preparation and planning. A key ingredient is confidentiality. It is critical that advisor and client can discuss everything openly knowing that nothing will be passed on until and unless the client decides to do so. AegisTax recognises this and goes out of its way to ensure that dealings with clients remain private.
Not all financial professionals can do this. In the UK, and to a certain extent elsewhere in Europe, they are required to make a report to the authorities if there is even the slightest suspicion in their minds about tax or other financial irregularities. As a client you cannot guarantee that you are discussing your tax problem "in confidence" with advisors who are not even allowed to tell you that they have made a report.
An advisor based in Switzerland is not subject to this legislation and indeed is prohibited from passing on information to third parties. You can therefore discuss your tax affairs with AegisTax openly with a guarantee of confidentiality.
To discuss your tax situation or to arrange a meeting, contact us in complete confidence by whichever means you prefer. We will respond within one business day.