1Our tax return fee is quoted on the basis of PJD Tax Consultants Ltd being provided with full and complete information. Multiple amendments due to incorrect or missing information will incur additional fees.

2Payment of our fees is not contingent on any refund that you may be entitled to and is payable within 30 days of the invoice date.

3Should HMRC audit your tax return our fee for responding on your behalf throughout the audit procedure will be charged according to time spent at our consulting rate of £150 + VAT per hour for junior staff and £350 + VAT per hour for senior staff.

4Fees quoted for UK and US tax return preparation do not cover advisory work, for which a separate quote will be provided upon request. However, this agreement outlines the terms and conditions for all compliance and consultancy work undertaken by PJD Tax on your behalf.

5Data protection: We may obtain, use, process and disclose personal data about you in order that we may discharge the services under this agreement, and for other related purposes including updating and enhancing client records, analysis for management purposes and statutory returns, crime prevention and legal and regulatory compliance. We confirm when processing data on your behalf that we will comply with the relevant provisions of the General Data Protection Regulations (GDPR which came into force on 25th May 2019). Please see our privacy notice for more information.

6Anti-money laundering legislation: All tax practitioners must comply with their duties imposed by the Proceeds of Crime Act 2002, the Terrorism Act 2000 and the Money Laundering Regulations 2017 (the “Anti Money Laundering Legislation”). Before we accept your instructions, we may need to obtain ‘satisfactory evidence’ to confirm your identity. In certain circumstances, we may need to obtain evidence confirming the identities of third parties, the source of any funds or other property, the purpose of any instructions or any other matter. We may also need to obtain such evidence after we have begun to act on your instructions.

7Limitation of liability: Any advice that we give to you is for your sole use and does not constitute advice to any third party to whom you may communicate it. We will provide our professional services with reasonable care and skill. However, we will not be responsible for any losses, penalties, surcharges, interest or additional tax liabilities arising from the supply by you or others of incorrect or incomplete information, or from the failure by you or others to supply any appropriate information or your failure to act on our advice or respond promptly to communications from us or the tax authorities. You agree to hold harmless and indemnify us against any misrepresentation (intentional or unintentional) supplied to us orally or in writing. You agree that you will not bring any claim in connection with this agreement. You agree that you will not bring any claim in connection with services provided to you by the firm against any of our directors or employees on a personal basis.

8Applicable law: This engagement shall be governed by, and construed in accordance with, English Law. The Courts of England shall have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement and any matter arising from it. Each party irrevocably waives any right it may have to object to an action being brought in those Courts, to claim that the action has been brought in an inconvenient forum, or to claim that those Courts do not have jurisdiction.