Please read our engagement letter. It explains what we'll do, what we need from you, and how our fees work. We'll confirm your exact fee and package in writing before we start any work.
DRAFT This letter must be reviewed and approved by the partners before the site goes live. We recommend basing it on your professional body's template.
1. Who we are
Nelson Shepherd is a trading name of ADD OWNER NAME(S). This letter sets out the basis on which we will act for you.
2. What we will do
We will provide the services you have selected, as confirmed in our written quote. Anything not listed there is outside the scope of this letter unless we agree it in writing.
3. What we need from you
- Complete, accurate and timely information and records.
- Copies of any letters from HMRC or Companies House as soon as you receive them.
- Approval of returns before we submit them. You remain legally responsible for your tax affairs and the accuracy of what is filed.
4. Fees
Our fee is the fixed monthly amount set out in our written quote. Work outside the agreed services will be quoted separately before we start. Fees are payable monthly by Direct Debit unless we agree otherwise.
5. Identity checks
The Money Laundering Regulations require us to confirm your identity and address before we act for you, and to keep these records. We may also be required to report suspicions to the authorities without telling you.
6. Your information
We process your personal data in line with UK data protection law and our privacy notice. We keep client records for at least six years after our work ends, or longer where the law requires.
7. Ending our engagement
Either of us can end this engagement with 30 days' written notice. Fees for work done up to that date remain payable.
8. Our liability and insurance
We hold professional indemnity insurance. ADD insurer details and any limitation of liability agreed with your insurer
9. Complaints
If you are unhappy with our service, please follow our complaints procedure published on our website.
10. Law
This engagement is governed by the law of England and Wales. Version EL-2026-10-v1.