International Tax Accountants

Transfer Pricing Policy, Documentation and Defence

Written and reviewed by the International Tax Accountants editorial team. Last reviewed 29 July 2026.

Transactions between connected companies have to be priced as if the companies were independent. That arm's length principle sits in TIOPA 2010 Part 4, and it applies to intra-group sales, services, financing and licensing whenever the parties are under common control.

Our engagement is to make that principle hold up in practice. We set the pricing policy, evidence it with benchmarking, write the documentation HMRC expects to see, and stand behind the position if it is challenged.

What the Transfer Pricing Engagement Covers

We design the transfer pricing policy for each category of intra-group dealing, select and apply the appropriate method, and benchmark it against independent comparables so the pricing can be shown to be at arm's length under TIOPA 2010 Part 4.

Where a group is within Country-by-Country Reporting scope, meaning consolidated revenue of 750 million euro or more, we prepare master file and local file documentation to the standard required by the Transfer Pricing Records Regulations 2023 for periods beginning on or after 1 April 2023.

We also assess whether the small or medium-sized enterprise exemption applies. Small and medium groups can be exempt, though HMRC can direct a medium enterprise to apply the rules, and the exemption does not extend to transactions with non-treaty territories.

Where Transfer Pricing Gets Contentious

The disputes centre on comparables and on financing. Two advisers can reach different arm's length ranges from the same data, so the benchmarking has to be built carefully and documented in a way that survives challenge. Intra-group loans and guarantees are a particular flashpoint.

The rules are also moving. The Autumn Budget 2025 announced a new International Controlled Transactions Schedule, and confirmed that medium-sized enterprises keep the exemption. That change is announced rather than enacted, with no commencement date yet, so we prepare for it in line with HMRC's transfer pricing guidance without treating it as live law.

How We Build the Documentation

We begin by mapping the controlled transactions across the group and deciding which method fits each one. We then run the benchmarking, document the functional analysis, and assemble the master file and local file so they read as a coherent, defensible record rather than a box-ticking exercise.

Where a position is queried, we handle the correspondence and stand behind the analysis. Because the documentation is built to a consistent standard each year, it also feeds cleanly into the wider corporation tax return, which we can run alongside as a cross-border corporate tax engagement.

What Transfer Pricing Support Costs

We work to a fixed fee agreed before we start, scoped against the number of controlled transactions and whether full master file and local file documentation is required. Benchmarking studies and a defence file are priced within that scope so there are no surprises.

You can get an overview of how the engagement sits next to the rest of our work from the international tax accountants homepage.

Common questions

Does my group need transfer pricing documentation?

It depends on size and on who you deal with. Small and medium groups can be exempt, although HMRC can direct a medium enterprise to apply the rules and the exemption does not cover dealings with non-treaty territories. Formal master file and local file documentation is required where the group is in Country-by-Country Reporting scope, at 750 million euro consolidated revenue.

What is the ICTS and do I need to act now?

The International Controlled Transactions Schedule was announced at Autumn Budget 2025 but is not yet enacted and has no commencement date. Medium-sized enterprises were confirmed to keep the exemption. We prepare your documentation so it is ready, without treating the schedule as current law.

Can you defend an existing transfer pricing position?

Yes. Where HMRC challenges pricing, we review the current policy and benchmarking, strengthen the documentation where it is thin, and handle the correspondence to defend the arm's length position.

Tell Us About the Cross-Border Position and We Will Quote

Tell us which countries are involved, what the business is, and what you need: transfer pricing, a permanent establishment question, the non-resident landlord scheme, cross-border VAT or a return. We come back with a fixed fee for the work and the dates that apply. If the position is straightforward, we will say so rather than quote for a full package.

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