Appeals to The First Tier Tax Tribunal - Tactics & Tips

Introduction

This three-part modular webinar provides practical insights, strategic guidance and tips for the different stages of a tax tribunal appeal: lodging an appeal, the appeal process and the appeal hearing.

It will provide a grounding in the procedures and principles involved in appeal hearings as well as offering some practical tips for the adviser representing clients and presenting evidence.

Presented by expert speaker Russell Cockburn, this is a practical series of webinars and will include reference to decided cases and recent judgements wherever possible making it ideal for tax advisers who have to prepare for and advise on with the tax appeals for their clients’ affairs.

What You Will Learn

The modules covered are as follows:

Module 1 - Preparation and Planning for an Appeal

• Is it worth appealing - strategic and technical points to consider
• Communicating with the Tribunal
• Minimising issues and costs
• Costs planning - practical considerations
• Drafting a comprehensive Notice of Appeal
• Preparation hints and tips

Module 2 - Rules of Procedure and Protocol

• Organisation and ongoing responsibilities
• Evidence - what to rely upon and how to present it
• Disclosure of evidence
• References to case law and statute
• Putting forward the best possible witness evidence
• Witness examination fundamentals
• Dealing with late and/or interlocutory applications

Module 3 - The Appeal Hearing

• Useful preparation tips
• Keeping it simple and identifying key features
• What to include in a skeleton argument
• Dealing with the unexpected during the hearing
• Remote hearings

This pre-recorded webinar will be available to view from Thursday 21st November 2024

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email [email protected] for more details.