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SCHEDULE OF SERVICES
This schedule should be read in conjunction with the engagement letter and the standard terms and conditions.
CAPITAL GAINS RETURNS
We will provide tax advisory services in relation to the sale of business or personal assets as requested by you from time to time .
Our services may include (but are not limited to) telephone conversations, attendance at meetings, and written advice as and when requested by you.
We will not be responsible for the provision of any tax compliance services, unless covered by a separate engagement letter or another schedule to this letter.
Where additional expertise is required, we will discuss this with you and may need to seek this from or refer you to another specialist. We will only do this when instructed by you.
Changes in the law or practice or in public policy
We will not accept responsibility if you act on advice given by us on an earlier occasion without first confirming with us that the advice is still valid in the light of any change in the law or practice or in public policy or your circumstances.
We will accept no liability for losses arising from changes in the law or practice or in public policy that are first published after the date on which the advice is given.
Your responsibilities
You agree to provide full information necessary for us to provide the relevant advice. We will rely on the information and documents being true, correct and complete, and will not audit the information or those documents.
If you require tax advice in relation to a proposed transaction, we recommend that you instruct us sufficiently in advance so that we have time to give properly considered advice prior to the transaction taking place. We cannot be held responsible for any advice where the details were not made available to us in sufficient time.
You authorise us to approach such third parties as may be appropriate for information that we consider necessary to provide the advice.
You will keep us informed of material changes in your circumstances that could affect the tax advisory services we are providing. If you are unsure whether the change is material or not you must let us know so that we can assess its significance.
Where you wish us to deal with HMRC communications you will forward to us all communications received from HMRC. These must be provided in time to enable us to deal with them as may be necessary within the statutory time limits. It is essential that you let us have copies of any correspondence received because HMRC is not obliged to send us copies of all communications issued to you.
Our services as detailed above are subject to the limitations on our liability set out in the engagement letter and in paragraph 18 of our standard terms and conditions of business. These are important provisions, which you should read and consider carefully.
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