1. Applicable Law
Our engagement letter, the schedule of
services and our standard terms and
conditions of business are governed by,
and should be construed in accordance
with English Law. Each party agrees that
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 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.
2. Client identification
As with other professional services firms,
we are required to identify our clients for
the purposes of the UK anti-money
laundering legislation. We may request
from you, and retain, such information
and documentation as we require for
these purposes and/or make searches of
appropriate databases.
3. Client money
We may from time to time hold money on
your behalf. Such money will be held in
trust in a client bank account, which is
segregated from the firm’s funds.
4. Commissions and other benefits
In some circumstances we may receive
commissions or other benefits for
introductions to other professionals or in
respect of transactions which we arrange
for you. Where this happens we will notify
you in writing of the amount and terms of
payment and receipt of any such
commissions or benefits. The fees you
would otherwise pay will be reduced by
the amount of the commissions or
benefits. When we reduce the fees that
we would otherwise charge by the amount
of commission retained, we will apply the
HMRC concession which allows VAT to
be calculated on the net fee after
deduction of the commission.
5. Complaints
We are committed to providing a high
quality service that is both efficient and
effective. However, should there be any
cause for complaint in relation to any
aspect of our service please contact
Sophie White CTA at
[email protected].
We agree to look into any complaint
carefully and promptly and do everything
reasonable to put it right
If you are still not satisfied you can refer
your complaint to our professional bodies
the Institute of Chartered Accountants
England & Wales and the Chartered
Institute of Taxation.
6. Confidentiality
Communication between us is
confidential and we shall take all
reasonable steps to keep confidential
your information except where we are
required to disclose it by law, by
regulatory bodies, by our insurers or as
part of an external peer review. Unless
we are authorised by you to disclose
information on your behalf this
undertaking will apply during and after
this engagement.
We may subcontract work on your affairs
to other tax or accounting professionals.
The subcontractors will be bound by our
client confidentiality terms.
We reserve the right, for the purpose of
promotional activity, training or for similar
business purpose, to mention that you
are a client. As stated above we will not
disclose any confidential information.
7. Conflicts of Interest
We will inform you if we become aware of
any conflict of interest in our relationship
with you or in our relationship with you
and another client. We have safeguards
that can be implemented to protect the
interests of different clients if a conflict
arises. Where conflicts are identified
which cannot be managed in a way that
protects your interests then we regret that
we will be unable to provide further
services.
8. Data Protection
We will comply with the provisions of the
General Data Protection Regulations
when processing personal data about
you, your directors and employees and
your/their family/ies. In order to carry out
the services of this engagement and for
related purposes, such as updating and
enhancing our client records, analysis for
management purposes and statutory
returns, legal and regulatory compliance
and crime prevention, we may obtain,
process, use and disclose personal data
about you.
Our Privacy Notice is available on our
website.
9. Disengagement
Should we resign or be requested to
resign we may issue you with a
disengagement letter to ensure that our
respective responsibilities are clear.
.png){kind=logo}