Please:

Let us know of any changes in your circumstances (i.e. change of address, telephone and mobile number, marital status, new employment, etc) no matter how minor they may appear to you.  They may all have an effect on your financial position.

Provide us with details of changes in investments, in particular in pension and qualifying life assurance payments (Forms PPCC should always be requested from the provider where a change occurs).

Let us have your Self Assessment Tax Returns and demands for payment when you receive them.

Where applicable let us have your Corporation Tax Returns and demands for payment when you receive them.

Pass to us immediately copies of all correspondence received from HM Revenue & Customs, Collector of Taxes, H.M. Customs & Excise, I.R. Contributions Agency, Companies House or any other third party correspondence requiring our attention.

Retain your financial records, both business and personal for a minimum of 7 years.  If you have any doubts about the records that should be retained then please let us know.

Take steps to implement our recommendations, they are likely to result in lower costs.

Advise us promptly of any expected business growth, since increases in turnover may affect your existing VAT position and personal and corporate tax planning.

Keep us informed of your ideas that may help us to help you.

We take data protection and privacy seriously, and will only ever use your information to administer your account and provide the products and services you have requested from us.