Terms of Business
Terms of Business
Like all members of the Institute of Chartered Accountants we are required to have issue a formal engagement letter to all clients setting out our terms of business. These are tailored to individual clients but links covering the general terms can be found in the list below:
Companies
Consultancy - general
Consultancy - specific
Couples - Tax Return
Individuals - Sole trader
Individuals - Tax Return
General Partnerships
LLP
Trusts & Estates
Again, in accordance with Institute guidelines we are required to verify clients identity in order to comply with Money Laundering Regulations. This will generally involve the production of a passport or photo card driving licence and a recent utility bill.
In common with all other regulated bodies, you should be aware that we are required to notify the Serious Organised Crimes Agency should we become aware that an offence has been committed under the Money Laundering Regulations. For these purposes an offence is deemed to include tax evasion. In cases where we are required to make such a report, we are prohibited by law from advising the client that this has been done.
We can be flexible on the basis of our fees depending on the nature of our instructions and may be
Fees charged on the basis of time spent
Fixed quote
Success fee
We would be happy to discuss the basis of charging at the time we are instructed.
Our terms and conditions and charge out rates vary from time to time. Any changes will be posted here. Terms & Conditions