Case Studies

Our recent testimonials demonstrate the commitment of our experts to the provision of a proportionate, supported, expert independent opinion in every case and a service that instructing lawyers and clients can rely upon.

Tax disputes and investigations

We have acted in a variety of tax matters. These have included assisting tax payers (individuals and companies) in disputes with HMRC including representing the tax payer at Tax Tribunal. We have acted on a number of cases regarding tax schemes (film schemes, EBTs, Remuneration Trusts, Loan Scheme Charges), as well as disputes regarding capital gains tax, income tax and research and development tax relief.

Commercial disputes

We have given expert opinion on a variety of commercial disputes including shareholder and partnership disputes, termination of agency claims, breach of warranties, business interruption and planning disputes. We typically provide an opinion on the quantum of loss suffered by one party. We have also assisted insolvency practitioners in investigating and pursuing claims against creditors, directors and advisers. We aim to keep our costs proportionate to the potential claim.

Professional negligence

We provide litigation support in professional negligence cases acting for claimant & defendant. Typically we are engaged to provide an opinion on the standard expected of a “reasonably competent” (finance) professional and/or to provide an assessment of the loss. Matters on which we have experience include: financial reporting, UK GAAP (Generally Accepted Accounting Principles), statutory audit and tax. Previous cases have included claims against accountants, tax advisers, auditors and lawyers.


We provide discrete, detailed and independent investigations into suspected internal fraud. We have experience in investigating employee and officer fraud as well as wider business fraud. We also investigate accounting irregularities and manipulation of financial reporting. Our work can assist in recovery proceedings and providing an independent assessment for insurers. We can also provide advice on appropriate internal controls to reduce the likelihood of fraud.

Business valuation – general

Our experts have undertaken the valuation of over 2,000 businesses in a wide variety of sectors including manufacturing, retail, technology, medical, professional services, financial services and farming. We have experience in valuing companies as well as interests in partnerships and other unincorporated businesses. We understand the issues regarding quasi partnerships and minority interests. Our experience includes complex groups and international businesses.

Matrimonial – business valuations

Our experts have considerable experience in valuing business interests in family cases and have given expert evidence in Court on many occasions. We understand the nuances of valuing different business structures, overseas (often opaque) entities, quasi partnerships, complex groups and minority shareholdings. We also act as Party Expert or Adviser to give an independent view on valuation. We have undertaken valuations in many different industries.

Matrimonial – tax

We are often instructed to provide an expert opinion on the tax liabilities associated with the disposal of a family businesses, interests in the family home and in other property and assets. We can consider what reliefs may be available to minimise tax liabilities. Our experience also includes investments in tax schemes including film schemes, Employee Benefit Trusts and Remuneration Trusts. If an expert report is not required we can provide advisory opinions on discrete tax planning matters.