Consultation Policy
Montrogue Limited
Consultation Service
Our consultation service is designed to provide an initial discussion of your circumstances and our preliminary professional input based on the information you provide.
A consultation is a limited-scope service only. It is intended to help identify the principal issues arising, provide an initial view, and indicate what further work, if any, may be appropriate.
A consultation does not amount to our acceptance of a wider assignment or ongoing engagement unless we expressly agree this separately in writing.
Standard Consultation Lengths
Our standard consultation appointments are:
- a 30-minute consultation; or
- a 60-minute consultation.
The length of the consultation will be as selected at the time of booking or as otherwise agreed with you in writing.
If a consultation extends materially beyond the agreed duration, or if additional matters are raised beyond the agreed scope, we reserve the right to charge an additional fee or require a further consultation to be booked.
What a Consultation Includes
Unless we expressly agree otherwise, a consultation will usually include:
- discussion of the matter(s) raised by you;
- consideration of the background information you provide before the meeting, to the extent reasonably necessary for the consultation;
- preliminary professional guidance based on the facts presented; and
- an indication of possible next steps, where appropriate.
What a Consultation Does Not Include
Unless expressly agreed in writing, a consultation does not include:
- calculations, computations, modelling, reconciliations, or formal workings;
- written technical advice, memoranda, reports, or formal opinions;
- detailed technical research or full technical analysis;
- preparation, drafting, or review of tax returns, accounts, forms, claims, elections, disclosures, letters, or other documents;
- implementation of any advice discussed;
- correspondence with HMRC or any third party;
- ongoing follow-up advice or support after the consultation; or
- acceptance by us of any wider assignment.
For the avoidance of doubt, a consultation is discussion-based only and does not include substantive work unless separately agreed.
Information Provided by You
Our comments during a consultation are based solely on the facts, explanations, and documents you provide to us before or during the consultation.
We are entitled to assume that the information you provide is complete, accurate, and not misleading. We do not, as part of a consultation, undertake any audit, verification, or independent checking of that information.
Any view expressed during the consultation may change if further facts emerge or if the factual position is different from that presented.
Preliminary Nature of the Consultation
Any comments provided during the consultation are preliminary in nature and reflect only:
- the matters discussed;
- the information provided to us; and
- the time available.
A consultation is not a substitute for detailed written advice, a full technical review, legal advice, or implementation work where these are required.
Scope of Our Comments
Our comments during the consultation are limited to the matters discussed during the appointment and to the factual background presented to us at that time.
Unless expressly agreed otherwise in writing, we are not engaged during a consultation to:
- investigate matters beyond those specifically raised;
- verify the factual position;
- perform technical research beyond what is reasonably possible within the consultation itself;
- prepare calculations or computations;
- review extensive supporting documentation in detail; or
- provide a comprehensive opinion covering every possible issue that may arise.
Fees and Payment
Consultation fees are payable in advance unless we agree otherwise.
The fee relates only to the consultation itself and does not include any further work beyond that expressly stated.
If a consultation extends beyond the booked duration, or if additional work is requested before, during, or after the consultation, we reserve the right to charge an additional fee or require a separate engagement.
Follow-Up Work
Any further work requested after the consultation, including:
- written advice;
- calculations or computations;
- review of further documents;
- implementation work;
- drafting;
- tax return or accounts work; or
- correspondence with HMRC or third parties,
will require a separate quotation and a separate letter of engagement setting out the scope of the work, the basis of our fees, and the terms on which we agree to act, if we are willing to undertake the requested service.
We are under no obligation to undertake any such further work unless and until separate terms have been agreed.
Work Outside the Scope of the Consultation
If you ask us to undertake any service, work, review, analysis, implementation, preparation, drafting, filing, correspondence, or other assistance falling outside the scope of this Consultation Policy, this will not form part of the consultation.
Any such work will be treated as a separate matter. Where appropriate, we will provide a quotation for the requested service and, if we agree to act, issue a separate letter of engagement or other written terms before undertaking that work.
Unless and until such separate terms are issued and accepted, we shall not be regarded as having been engaged to carry out that further service.
Follow-Up Queries
The consultation fee does not include unlimited follow-up queries or ongoing advisory support.
If we respond to a brief routine follow-up point, this does not create any obligation on us to provide further input without charge.
Any substantive follow-up, additional clarification, review of further information, or continuing discussion may be treated as separate work and may be charged accordingly.
No Wider Assignment
A consultation does not place us under any obligation to carry out any wider assignment, ongoing engagement, implementation work, return preparation, accounts work, or follow-on advisory project.
If you would like us to undertake any further work arising from the consultation, we may, at our discretion, provide a quotation and issue a separate letter of engagement or otherwise agree separate written terms.
No Third-Party Reliance
Any consultation and any related comments are provided solely for your use. They may not be relied upon by, disclosed to, or used for the benefit of any third party without our prior written consent.
No Duty to Update
Any comments provided during a consultation reflect our understanding at the time of the consultation only.
We do not undertake any obligation to update our comments for subsequent changes in facts, law, HMRC practice, guidance, or policy unless separately engaged to do so.
Limitation of the Consultation
A consultation is intended to provide preliminary professional input only. It is not intended to amount to a full review of all aspects of your affairs, nor to a comprehensive written opinion, unless expressly agreed otherwise in writing.
Where a matter is fact-sensitive, technically complex, or dependent on calculations, computations, fuller documentation, or implementation steps, further work may be required before any final view can properly be formed.
Booking a Consultation
By booking a consultation, you acknowledge that:
- the consultation is a limited-scope service only;
- the standard consultation length is either 30 minutes or 60 minutes, as selected at the time of booking unless otherwise agreed;
- it does not include calculations, computations, written advice, implementation, or wider assignment work unless separately agreed;
- any work falling outside the scope of the consultation will require a separate quotation and a separate letter of engagement or other written terms if we agree to act;
- our comments are based solely on the information provided by you; and
- any further work will require separate agreement before we undertake it.