What is a financial or tax dispute?

Financial and tax disputes involve disagreements related to financial products, pension schemes, tax liabilities, tax avoidance or mitigation arrangements, investment losses, and related regulatory or contractual issues. These disputes may arise between individuals, businesses, trustees, or financial institutions and often involve complex financial arrangements or tax treatments.

What types of financial disputes do you handle?

We handle a wide range of financial disputes including: Mis-selling of financial products Disputes over pension schemes or investment funds Breach of fiduciary duties by financial advisers or trustees Contractual disputes involving loans, derivatives, or structured finance Professional negligence claims against financial professionals

What types of tax disputes can you help with?

We advise on tax disputes involving: HMRC enquiries and investigations Tax avoidance and mitigation schemes Challenges to tax assessments or penalties Disputes involving offshore tax matters Judicial review and tax litigation

Can financial and tax disputes be resolved without going to court?

Yes. Many disputes can be resolved through alternative dispute resolution methods such as negotiation, mediation, or arbitration. We always seek early and cost-effective solutions wherever possible to avoid litigation.

How much does it cost to pursue a financial or tax dispute?

Costs vary depending on the complexity and duration of the matter. We offer clear cost estimates and flexible fee arrangements where appropriate, including staged billing, fixed fees, or conditional fee agreements.

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Financial and tax disputes

FAQs Contact us

Our dedicated team specialises in high-value and complex litigation involving pensions, tax, and financial products. We provide strategic, outcome-focused solutions tailored to meet each client’s commercial objectives. A key part of our approach is dispute avoidance and early resolution to minimise disruption and cost.

We understand that legal disputes can drain valuable time and resources, diverting attention from core business goals. Left unresolved, they can hinder growth, delay expansion, and affect long-term success.

Our tax and finance litigation lawyers treat each dispute as a strategically managed project. We work closely with clients to deliver practical, commercial risk management strategies and effective dispute resolution. Every matter is resourced appropriately, drawing on the right expertise and using innovative cost-control methods to deliver value and results.

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Our well-resourced team of solicitors is one of the largest outside London. We provide smart solutions at all stages of the dispute resolution process. This includes:

early advice to avoid or prevent a risk or issue escalating;
seeking settlement on commercially acceptable terms by using various methods such as mediation;
litigation or arbitration, as appropriate.

Our lawyers work with both business and individuals in complex and high-value claims against a range of financial institutions and finance professionals. They have a proven track record of helping clients to navigate and understand what can seem to be a complex and technical claims process.

Funding a dispute

There are various ways that litigation may be funded. At relevant times in our management of your dispute we will advise you which funding options may apply and which we would be prepared to offer you.

Tax Disputes

Commercial Litigation

What is a financial or tax dispute?

Financial and tax disputes involve disagreements related to financial products, pension schemes, tax liabilities, tax avoidance or mitigation arrangements, investment losses, and related regulatory or contractual issues. These disputes may arise between individuals, businesses, trustees, or financial institutions and often involve complex financial arrangements or tax treatments.
What types of financial disputes do you handle?

We handle a wide range of financial disputes including:

Mis-selling of financial products

Disputes over pension schemes or investment funds

Breach of fiduciary duties by financial advisers or trustees

Contractual disputes involving loans, derivatives, or structured finance

Professional negligence claims against financial professionals
What types of tax disputes can you help with?

We advise on tax disputes involving:

HMRC enquiries and investigations

Tax avoidance and mitigation schemes

Challenges to tax assessments or penalties

Disputes involving offshore tax matters

Judicial review and tax litigation
Can financial and tax disputes be resolved without going to court?

Yes. Many disputes can be resolved through alternative dispute resolution methods such as negotiation, mediation, or arbitration. We always seek early and cost-effective solutions wherever possible to avoid litigation.
How much does it cost to pursue a financial or tax dispute?

Costs vary depending on the complexity and duration of the matter. We offer clear cost estimates and flexible fee arrangements where appropriate, including staged billing, fixed fees, or conditional fee agreements.