ADR Mediation Support

ADR mediation support focuses on guiding you through the actual settlement meeting with HMRC’s mediator and caseworker. Mediation typically lasts between one and three days and involves both joint sessions and private “caucus” meetings. The mediator’s role is to drive constructive dialogue and help both sides explore potential compromises. As you prepare, understand the disputed issues and have a clear plan to present your case. Visual aids like timelines and charts can help convey information effectively and keep discussions focused.

In joint sessions, both you and the HMRC officer will give opening statements that outline the legal and factual reasons for your positions. The mediator then facilitates exchanges of offers and counter-offers. You may find it helpful to have a technical expert—such as a forensic accountant—on hand to clarify complex calculations or valuation methods. In private caucuses, the mediator shares feedback from the opposite side, giving you insight into HMRC’s priorities and areas of flexibility. 

Mediation support includes coaching on negotiation tactics. It helps you know when to stand firm on important issues and when to give in on smaller points to reach an agreement. After you reach a tentative settlement, you work with the mediator to write clear terms so there is no confusion. With strong ADR mediation support, you maintain confidence under pressure and optimise the chance of a mutually acceptable resolution.