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Legal

Our Schedules of Service, Terms and Conditions and more

Legal, regulatory and other information

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We're primarily regulated by our professional bodies, the Institute of Chartered Accountants in England and Wales and the Chartered Institute of Taxation.  Details of this and other aspects of our services are below.

​​​Money laundering

We are regulated for money laundering purposes by the Chartered Institute of Taxation, 1st Floor, Artillery House, 11-19 Artillery Row, London SW1P 1RT

 

 

Terms and conditions

An engagement letter explaining our terms and conditions will be provided at the start of any engagement to which they apply.  A copy of our standard Terms of Business is available from our website.

 

Unless otherwise agreed, we operate under English law with the English Courts having exclusive jurisdiction in relation to any claim, dispute or difference concerning the service and any matter arising from it.

 

 

Professional indemnity insurance

Our professional indemnity insurance is provided by Marsh Commercial.   Their registered address is Castlemead, Lower Castle Street, Bristol, BS1 3AG.  Our limit of indemnity is £1,000,000 for any single claim.  We have worldwide cover, excluding claims brought in USA and Canada.

 

 

Complaints

Complaints can be made by contacting us.  In the event of you not being satisfied by our response, you may also bring the matter to the attention of the Chartered Institute of Taxation or the Institute of Chartered Accountants in England and Wales.  Details of any other dispute resolution procedure applicable to an engagement will be contained in the standard Terms of Business

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Privacy Notice

Standard Terms and Conditions

Schedule of Service:  Limited Companies

Schedule of Service: Payroll and Workplace Pension

Schedule of Service: Self Assessment

Schedule of Service: VAT

Standard Fee rates

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