Plan Terms & Conditions

1. Company formation execution and company secretarial administration

 

Guidance may be provided, but the plans do not include:

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· Incorporating the company on the client’s behalf or submitting Companies House forms.

· Acting as company secretary or maintaining statutory registers.

· Filing confirmation statements or annual accounts at Companies House.

· Providing a registered office address, mail forwarding, or company email address services.

· Share allotments, share transfers, changes to directors, changes to PSCs, or other Companies House change filings.

· Company strike-off, dissolution support, restoration applications, or liquidation/insolvency administration.

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2. Accounting, bookkeeping, payroll, and compliance production

 

The plans do not include:

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· Bookkeeping, bank reconciliations, or accounting software set-up and maintenance.

· Preparation of statutory accounts.

· Corporation Tax computations and CT600 preparation or submission.

· VAT return preparation or submission, partial exemption calculations, or VAT inspections support.

· Payroll operation, RTI submissions, PAYE scheme administration, or pension auto-enrolment administration.

· CIS registration, verification, deductions statements, or CIS return preparation.

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3. HMRC disputes, investigations, and enforcement work

 

The plans do not include handling or representation in:

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· HMRC compliance checks or enquiries beyond initial triage and explanation.

· Time to Pay requests, negotiations, or debt management.

· Formal appeals, statutory reviews, ADR, complaints, or compensation claims.

· Tribunal or court proceedings.

· COP8 or COP9 matters.

· HMRC enforcement or recovery action defence.

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4. Complex, specialist, or calculation-heavy tax work

 

Not included within either plan:

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· Detailed tax planning requiring modelling, computations, or written opinions.

· Group structuring, reorganisations, demergers, share-for-share exchanges, or complex shareholder planning.

· Cross-border tax, offshore matters, double tax treaty analysis, or non-residence issues.

· VAT on land and buildings, option to tax work, or complex property VAT/SDL(T) issues.

· R&D claim preparation, defence of an R&D enquiry, or preparation of technical narratives and cost reports.

· Employment status and IR35/off-payroll determinations beyond high-level guidance.

· Capital allowances computations, loss relief planning requiring detailed calculations, or complex relief claims.

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5. Legal services and document drafting

 

The plans do not include:

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· Drafting or advising on legal documents such as shareholder agreements, articles amendments, director service contracts, employment contracts, or commercial contracts.

· Legal advice on insolvency, restructuring, disputes, or litigation strategy. Where needed, clients should instruct solicitors directly.

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6. Regulated financial advice and financial products

 

The plans do not include:

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· Regulated financial advice.

· Investment, pension, insurance, or wealth product recommendations.

· Arrangement of financial products, broking, or intermediary services. Introductions to regulated advisers may be made, but any advice or product work is outside the plans.

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7. Extensive drafting, document review, or project work

 

The plans do not include:

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· Long-form reports, technical memoranda, or detailed written opinions.

· Substantial document reviews, due diligence-style exercises, or complex evidence collation.

· Sustained correspondence programmes with HMRC or third parties. Where this is required, it must be scoped and priced as a standalone project.

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8. Unlimited access, guaranteed turnaround, or out-of-hours support

 

The plans do not provide:

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· Unlimited adviser availability.

· Guaranteed same-day responses.

· Emergency or out-of-hours support as standard. Access remains subject to reasonable use and professional judgement.

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9. Acting as an outsourced finance or tax function, or taking compliance responsibility

 

The plans do not include:

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· Acting as the client’s finance director, tax manager, or outsourced accounts department.

· Ongoing monitoring of transactions or systems.

· Taking responsibility for filing deadlines, payment deadlines, or statutory compliance. The client remains responsible for compliance, supported by their appointed accountant and advisers.

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10. Client money handling and payments on the client’s behalf

 

The plans do not include:

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· Holding client funds or paying HMRC, Companies House, suppliers, or payroll on the client’s behalf.

· Operating client bank accounts or handling financial administration.