Engagement Terms

Purpose, Scope and Output of the Engagement

This firm will provide accounting services, which will be conducted in accordance with the relevant professional and ethical standards issued by the Association of Chartered Certified Accountants (ACCA). The extent of our procedures and services will be limited exclusively for this purpose only. As a result, no audit or review will be performed and, accordingly, no assurance will be expressed. Our engagement cannot be relied upon to disclose irregularities including fraud, other illegal acts and errors that may exist. However, we will inform you of any such matters that come to our attention.

Identification Documentation

To comply with “Know Your Customer” compliance we must collect from you identification documentation proving your ID (e.g. passport or driving licence) and also your address (e.g. a utility bill or bank statement). We’ll contact you upon engagement to ask for these.


In conducting this engagement, information acquired by us in the course of the engagement is subject to strict confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed for by law, or with your express consent.

We wish to draw your attention to our firm’s system of quality control which has been established and maintained in accordance with the relevant standards of our professional body. As a result, our files may be subject to review as part of the quality control review program of ACCA which monitors compliance with professional standards by its members.

We advise you that by accepting our engagement you acknowledge that, if requested, our files relating to this engagement will be made available under this programme. Should this occur, we will advise you.

The Client is responsible for the reliability, accuracy and completeness of the accounting records, particulars and information provided and disclosure of all material and relevant information. Clients are required to arrange for reasonable access by us to relevant individuals and documents, and shall be responsible for both the completeness and accuracy of the information supplied to us.

Any advice given to the Client is only an opinion based on our knowledge of the Client’s particular circumstances.

A taxpayer is responsible under self assessment to keep full and proper records in order to facilitate the preparation of a correct return. Whilst the HMRC will accept claims made by a taxpayer in an income tax return and issue a notice of assessment, usually without adjustment, the return may be subject to later review. Such a review may take place within a period of up to 12 months after a tax return is filed with the HMRC. Furthermore, where there is fraud or evasion there is no time limit on amending the assessment. Accordingly, you should check the return before it is signed to ensure that the information in the return is accurate.

Where the application of a taxation law to your particular circumstances is uncertain you also have the right to request guidance from the HMRC in the form of a “non statutory clearance service” which provides guidance. You must provide a description of all of the facts (with supporting documentation) that are relevant to your scheme or circumstances in your application. If there is any material difference between the facts set out in the application and what you actually do the clearance is ineffective.


The fee arrangement as quoted in the fee details described in the purchase contract through this website is based on the expected amount of time and the level of staff required to complete the services as agreed. This fee arrangement will be subject to change if the we have extreme difficulty in acquiring necessary relevant information from you (we class “extreme” to be more than two attempts to collect information).

If we accept payment through an instalment basis, then this is deemed to be on the concept of retainer; meaning that as our service value is essentially the accountancy expertise that we provide on an ongoing basis. For this reason we do not refund instalments.

We normally uplift our prices in line with rising costs. If we have an agreement which rolls over into a second or subsequent year, then we reserve the right to uplift the fee by 5%.

Please be aware if we have had to do more than 3 reminders there will be additional costs of £25+VAT per email or phone call. Also if we receive your information after the 20th December for any year’s Tax Return there will be additional £50+VAT added to the fees as we will have to fit the return in with our year end work already scheduled. These additional costs will be separately invoiced.

Limitation of Liability

We will not accept liability if you act on advice given by us on an earlier occasion without first confirming with us that the advice is still good and not affected by any subsequent changes in the law or your circumstances. We will not accept liability for losses arising from changes in the law or the interpretation thereof that are first published after the date on which the advice is given.

In accordance with the requirements of our professional body ACCA, we maintain appropriate professional indemnity insurance with UK territorial coverage and confirm that our liability in the event of a claim shall be limited to the value of of our indemnity limit. Please ask us if you would like further information about our indemnity insurance.

Ownership of Documents

All original documents obtained from the client arising from the engagement shall remain the property of the client. However, we reserve the right to make a reasonable number of copies of the original documents for our records. Our engagement will result in the production of documents specific to you such as income tax returns or financial statements. Ownership of these documents will vest in you. All other documents produced by us in respect of this engagement will remain the property of the firm.

The firm has a policy of exploring a legal right of lien over any client documents in our possession in the event of a dispute. The firm has also established dispute resolution processes.

Client relations

We are committed to providing a high standard of client service. If you have any ideas as to how our service to you could be improved, or if you are dissatisfied with the service you are receiving, please let us know. In the event that you have a complaint, we will look into this carefully and promptly and do all we can to explain the position to you or address your concerns. In the unlikely event that you are not satisfied with our response, you may make a complaint to the Association of Chartered Certified Accountants. We will provide you with their contact details on request.

File destruction

Whilst certain documents may legally belong to you, unless you tell us not to, we intend to destroy correspondence and other papers that we store which are more than seven years old, other than documents which we think may be of continuing significance. If you require the retention of any document, you must notify us of that fact in writing.

Third parties

No third party shall acquire any rights pursuant to our agreement to provide professional services.

Applicable law

This engagement letter is governed by, and construed in accordance with English law. The Courts of England will have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right it may have to object to any action being brought in those courts, to claim that the action has been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.