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Standard Terms Of Business 

Firm Number: 3371037

  • We are not a licensed or authorised for the reserved legal activity of non contenious probate. Consequently, any work we do for you on closely aligned activities, such as estate administration or inheritance tax advice, will not be covered by the ICAEW Probabte Compensation Scheme and you will not have access to the Legal Ombudsman.


  • Where the firm or its associates earn commission in respect of transactions we arrange for you, our fees otherwise payable by you will be abated by such amounts


  • Interest on client monies will be calculated using the prevailing rate applied by Barclays Bank PLC. 


  • The firm is not wholly owned and/controlled by a single member


  • We accept settlements of fees by certain credit cards


  • The firm's quality control procedures match or enhance the suggestions in HMRC's Agent Toolkits


  • The principal contact at the firm if you would like to discuss any aspect of our services is Susan Matthews who can be contacted on 0151 375 9991


  • This engagement notice is governed by, and construed in accordance with English law


  • The firm’s professional indemnity insurers are:

     Amtrust Europe Limited – 25%

     Allianz Global Corporate & Speciality SE – 25%

     Lloyds Syndicate 2003 (Axa XL) – 25%

     Canopius (Syndicate 4444 – 65% & Syndicate 1861 – 35%) – 25%


Independent Examination/Assurance Services 

The relevant detailed schedule explaining our respective responsibilities is:


Charitable company: independent examination 

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