In these Terms & Conditions, the following definitions apply:
The Tax Lead Limited is a boutique accountancy and tax advisory firm regulated by the Association of Chartered Certified Accountants (ACCA). We provide professional services including but not limited to:
All advice provided by the Firm is given in good faith based on the information provided to us and the law as it stands at the time of the advice. Tax law changes frequently and advice given at one point in time may not remain current. We recommend periodic reviews with our team to ensure your position remains optimal.
The content on our website is provided for general informational purposes only and does not constitute professional advice. You should not rely on website content as a substitute for specific professional advice tailored to your circumstances.
Our professional relationship is formally established when both parties have agreed and signed an Engagement Letter or when we have confirmed acceptance of an instruction in writing. The Engagement Letter will set out:
These Terms & Conditions form part of every Engagement Letter. In the event of any conflict between an Engagement Letter and these Terms & Conditions, the Engagement Letter shall take precedence.
We reserve the right to decline any engagement at our sole discretion, including where we are unable to complete required Anti-Money Laundering checks or where we consider there to be a conflict of interest.
To enable us to provide services effectively and to the required standard, you agree to:
We cannot accept responsibility for errors, omissions or penalties arising from incomplete, inaccurate or late information provided by you, or from your failure to review and approve documents within a reasonable time.
Our fees will be set out in your Engagement Letter and may be structured as fixed fees, hourly rates, monthly retainers or a combination thereof, depending on the nature of the services. All fees are exclusive of VAT, which will be charged at the applicable rate where applicable.
We will issue invoices in accordance with the payment schedule agreed in your Engagement Letter. Unless otherwise agreed, invoices are issued monthly in arrears or upon completion of a specific piece of work.
Unless otherwise agreed in writing, all invoices are due for payment within 14 days of the invoice date. Payment should be made by bank transfer to the account details shown on the invoice.
We reserve the right to charge interest on overdue invoices at a rate of 8% per annum above the Bank of England base rate, in accordance with the Late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to suspend services where invoices remain unpaid beyond 30 days.
Any reasonable out-of-pocket expenses incurred in providing services to you (such as Companies House filing fees, HMRC penalty payments on your behalf, or courier costs) will be charged to you at cost in addition to our professional fees.
We reserve the right to review and adjust our fees annually or where there is a material change in the scope of work. We will provide at least 30 days’ written notice of any fee increase.
All intellectual property in the work product, documents, reports, templates and materials we create in the course of providing our services remains the property of The Tax Lead Limited until all fees have been paid in full. Upon full payment, you are granted a non-exclusive licence to use the work product for the purposes for which it was created.
All content on our website — including text, graphics, logos, images and software — is owned by or licensed to The Tax Lead Limited and is protected by UK copyright law. You may not reproduce, distribute or create derivative works from website content without our prior written consent.
We treat all client information as strictly confidential. We will not disclose your confidential information to any third party except:
We may be required by law to report certain matters to the relevant authorities under our Anti-Money Laundering obligations. Where this applies, we may be prohibited from informing you that a report has been made.
Our confidentiality obligations do not apply to information that is or becomes publicly available through no fault of ours, or that we already held prior to engagement.
The Tax Lead Limited carries professional indemnity insurance in accordance with our ACCA regulatory requirements.
Our total aggregate liability to you arising out of or in connection with any engagement — whether in contract, tort (including negligence), breach of statutory duty or otherwise — shall not exceed the total fees paid by you to us in the 12 months immediately preceding the event giving rise to the claim.
We shall not be liable for:
Nothing in these Terms & Conditions shall limit or exclude our liability for death or personal injury caused by our negligence, fraud or fraudulent misrepresentation, or any other liability that cannot lawfully be limited or excluded.
Any claim against us must be notified in writing within 6 years of the date on which you became aware (or ought reasonably to have become aware) of the matter giving rise to the claim.
You may terminate our engagement at any time by providing written notice to us. You will remain liable for all fees incurred up to the date of termination, including a reasonable proportion of fixed fees where work is already in progress.
We reserve the right to terminate our engagement by providing reasonable written notice where:
Upon termination, we will provide you with all documents to which you are entitled, subject to settlement of any outstanding fees. We may retain copies of documents in accordance with our data retention policy.
We are committed to providing a high-quality professional service. If you are dissatisfied with any aspect of our service, please contact us in the first instance by emailing [email protected] or writing to our registered address.
We will acknowledge your complaint within 5 working days and aim to provide a full response within 28 days. If we are unable to resolve your complaint to your satisfaction, you may be entitled to refer the matter to ACCA’s complaints procedure. Details of how to contact ACCA are available at accaglobal.com.
As an ACCA-regulated firm, we are subject to the Money Laundering Regulations 2017 and the Proceeds of Crime Act 2002. We are required to:
You agree to provide all documentation and information we reasonably request for the purposes of our Anti-Money Laundering obligations. Failure to do so may result in us being unable to act for you.
We may be legally prohibited from informing you if we have made or are considering making a Suspicious Activity Report. We cannot accept liability for any loss arising from our compliance with our legal obligations in this regard.
Our website is provided for general information purposes. You agree not to use our website for any unlawful purpose or in any way that could damage, disable or impair the website or interfere with others’ use of it.
While we take reasonable care to ensure the accuracy of website content, we make no warranties that the content is complete, accurate or up to date. Website content does not constitute professional advice and should not be relied upon as such.
We may include links to third-party websites for your convenience. We have no control over the content of those sites and accept no responsibility for them or for any loss or damage arising from your use of them.
These Terms & Conditions and any dispute or claim arising out of or in connection with them — or their subject matter or formation (including non-contractual disputes or claims) — shall be governed by and construed in accordance with the laws of England and Wales.
Each party irrevocably agrees that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim arising out of or in connection with these Terms & Conditions.
We may update these Terms & Conditions from time to time. When we make material changes, we will update the “Last updated” date at the top of this page. Changes to these terms do not affect any Engagement Letter already entered into — the terms applicable to each engagement are those in force at the time the Engagement Letter was agreed.
Continued use of our website or services after any changes constitutes acceptance of the updated terms.
If you have any questions about these Terms & Conditions, please contact us:
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