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 the 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.

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 and retain such information and documentation as we require for these purposes, and/or make searches of appropriate databases.

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 Company’s funds.

We are committed to providing you with 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 our Complaints Manager. We agree to investigate any complaint carefully and promptly and do everything reasonable to put it right. A copy of our Complaints policy is available upon request.

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, on occasion, 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 purposes of promotional activity, training or for similar business purposes, to mention that you are a client. As stated above, we will not disclose any confidential information. By signing your acceptance to our Engagement Letter, you give your consent to this 

We confirm that we will comply with the provisions of the Data Protection Act 1998 and the GDPR when processing personal data about you. 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.

Should we resign or be requested to resign, we will normally issue a disengagement letter, to ensure that our respective responsibilities are clear.
‍
Should we have no contact with you for a period of two years or more, we may issue, to your last known address, a disengagement letter and thereafter cease to act.

Unless you instruct us otherwise, we may, where appropriate, communicate with you and with third parties via email or by other electronic means. The recipient is responsible for virus checking emails and any attachments.
‍
With electronic communication there is a risk of non-receipt, delayed receipt, inadvertent misdirection, or interception by third parties. We use virus-scanning software to reduce the risk of viruses and similar damaging items being transmitted through emails or electronic storage devices. 
‍
However electronic communication is not totally secure, and we cannot be held responsible for damage or loss caused by viruses, nor for communications that are corrupted or altered after despatch. Nor can we accept any liability for problems or accidental errors relating to this means of communication, especially in relation to commercially sensitive material. These are risks you must agree to bear, in return for greater efficiency and lower costs. If you do not wish to accept these risks, please let us know and we will communicate by paper mail, other than where electronic submission is mandatory.

Any communication sent through the post system by us is deemed to arrive at your postal address two working days after the day that the document was sent.

Our fees are based upon the tax liability reduction which may differ from the repayment issued. This could be due to unpaid late filing penalties, for example, and we will endeavour to collect our fees from any repayment issued.
Our Standard Fee percentage is set out in our Engagement Letter. VAT is payable on this fee at the standard UK rate.
‍
Our Minimum Fee is £99.00 plus VAT.
‍
Where no repayment is issued to us as your Agent, or insufficient funds are received, our fees are still payable, and an invoice will be sent for separate payment.
‍
If we are unable to reduce your tax liability, then no fees are payable. Fees are calculated separately for each tax year.
‍
Occasionally, HMRC’s procedures and security checks cause delays in repayment and we will not be liable for such delays. If HMRC requests supporting information from you, which you do not provide, then our fees will still be payable.
‍
Should you provide incorrect information and HMRC requires you to repay some or all your refund, you will have no right to claim back any money from us, including our fee.
‍
We reserve the right to charge interest on late paid invoices at the rate of 5% above bank base rates under the Late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to suspend our services or to cease to act for you on giving written notice, if payment of any fees is unduly delayed. We intend to exercise these rights only where it is fair and reasonable to do so.
If you do not accept that an invoiced fee is fair and reasonable you must notify us within 21 days of receipt, failing which you will be deemed to have accepted that payment is due.
‍
A £1.50 administration fee is chargeable on any cheque payments. All fees are subject to VAT at the prevailing standard rate.

We will retain all copyright in any document prepared by us whilst carrying out the engagement, save where the law specifically provides otherwise.

If any provision of these Standard Terms and Conditions, the Engagement Letter or Schedule of Services is held to be void, then that provision will be deemed not to form part of this contract, and the remainder of this agreement shall be interpreted as if such provision had never been inserted.
‍
In the event of any conflict between these Standard Terms and Conditions, the Engagement Letter or the Schedule of Services, the relevant provision in the Engagement Letter or Schedule of Services shall take precedence.

Insofar as we are permitted to do so by law or professional guidelines, we reserve the right to exercise a lien over all funds, documents, and records in our possession, relating to all engagements for you, until all outstanding fees and disbursements are paid in full.

We will provide our services with reasonable care and skill. Our liability to you is limited to losses, damages, costs, and expenses directly caused by our negligence or wilful default.

The advice and information we provide, as part of our service, is for your sole use and not for any third party to whom you may communicate it, unless we have expressly agreed in the Engagement Letter that a specified third party may rely on our work. We accept no responsibility to third parties, including any group company to whom the engagement letter is not addressed, for any advice, information or material produced as part of our work for you, which you make available to them. A party to this agreement, is the only person who has the right to enforce any of its terms. No rights or benefits are conferred on any third-party under the Contracts (Rights of Third Parties) Act 1999.

Unless otherwise agreed in the Engagement Letter, our work will begin when we receive your implicit or explicit acceptance of that letter.
‍
The Consumer Contracts (Information, Cancellation & Additional Charges) Regulations 2013 apply to this agreement. As a result, this means that you have the right to cancel our agreement within 14 days of signing the Engagement Letter (the “cooling off period”). 
‍
What this means is that if you exercise your right to cancel within 14 days of signing the Engagement Letter, you will have no liability to us whatsoever and no charges will be made by us to you for any work undertaken. You can cancel the agreement within the Cancellation Period by email to admin@taxclaimwizards.co.uk or by writing to us at the address below.
‍
After the expiry of the Cancellation Period, each of us may terminate this agreement by giving not less than 21 days’ notice in writing to the other party, except where you fail to cooperate with us or we have reason to believe that you have provided us or HMRC with misleading information, in which case we may terminate this agreement immediately. Termination will be without prejudice to any rights that may have accrued to either party prior to termination.
‍
In the event of termination of this contract, we will endeavour to agree with you the arrangements for the completion of work in progress at that time, unless we are required for legal or regulatory reasons to cease work immediately. In that event, we shall not be required to carry out further work and shall not be responsible or liable for any consequences arising from termination.
‍
If you terminate this agreement outside of the Cancellation Period prescribed by the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, we will make a charge for the work undertaken by us on your behalf, prior to receipt of your instructions to terminate. Our charges will be calculated at the higher of:

a) £250.00 per hour for all attendances, preparation, and perusal and £50.00 for each telephone call made or received and for each letter or email sent; or

b) 30% plus VAT of any PAYE tax refund or reduction that is either received or offered to you by HMRC in reliance of our work, or of any tax refund calculation that we have sent to you for your perusal, prior to receipt of your notification to terminate the agreement, or within 21 days following the receipt of your notification to terminate the agreement.

If you decide to terminate this agreement, you must do so by email to admin@taxclaimwizards.co.uk or by writing to us at the address below.

We will endeavour to record all advice on important matters in writing. Advice given orally is not intended to be relied upon, unless confirmed in writing. Therefore, if we provide oral advice (for example, during a meeting or telephone conversation) and you wish to be able to rely on that advice, you must ask for the advice to be confirmed by us in writing.

You have a legal responsibility to retain documents and records relevant to your tax affairs. During our work, we may collect information from you and others relevant to your tax affairs. We will return any original documents to you if requested. Documents and records relevant to your tax affairs are required by law to be retained as follows: -

Whilst certain documents may legally belong to you, we may destroy correspondence and other papers that we store, electronically or otherwise, which are more than seven years old. You must tell us if you require the return or retention of any specific documents for a longer period.