How this practice works

Commitments

1. 01

   Scope is written down before work begins

   Every engagement starts with a written scope stating what is included, what is excluded, who performs the work, what we need from you and when, and how fees are determined. Work outside that scope is agreed before it is undertaken, not billed after.

2. 02

   The calendar is agreed in advance

   We set the dates for the full cycle at the outset: when records are due, when drafts are issued, when we meet, and when filings are made. If a date is at risk, you hear it from us early rather than at the deadline.

3. 03

   Judgements are documented when they are made

   Where a treatment requires judgement, the reasoning and the evidence relied upon are recorded contemporaneously. That record travels with the file, so a position taken today can still be explained years later.

4. 04

   Nothing is submitted without your approval

   Accounts, computations and returns are reviewed with you before they are filed. You should understand what is being submitted in your name, in ordinary language, before it goes.

5. 05

   Information is asked for sparingly and handled carefully

   We request the minimum information the work requires, exchange sensitive material only through channels agreed with you, and tell you where it is held and for how long. Financial documents should never travel through website forms or unsecured email.

6. 06

   We say when something is outside our remit

   Legal drafting, regulated investment advice and specialist matters beyond our engagement belong to other professionals. We will say so plainly and coordinate with them rather than stretch beyond what we can support.