Meeting Policy

Request a Meeting

Our general meeting service is intended for introductory discussions, onboarding queries, and other non-advisory matters.

A meeting provides an opportunity for you to speak with our team, outline the nature of your query, and understand whether and how we may be able to assist you. We will then confirm a time that works for you.

These meetings are provided free of charge unless expressly stated otherwise.

Nature of the Meeting

A general meeting is intended for:

• introductory discussions;
• onboarding queries;
• understanding the nature of your requirements;
• discussing our services and processes; and
• determining whether a separate consultation or formal engagement may be appropriate.

A meeting is informal and preliminary in nature only. It is not a consultation, not professional advice, and not a form of engagement.

A meeting does not amount to our acceptance of any assignment, engagement, instruction, or retainer, and shall not give rise to any obligation on our part to undertake any work or provide any professional service unless we expressly agree this separately in writing.

What a Meeting Includes

Unless we expressly agree otherwise, a general meeting will usually include:

• an introductory discussion with you;
• consideration of the broad nature of the matter you wish to raise;
• discussion of our services, processes, and potential next steps; and
• an indication of whether a separate consultation or formal engagement may be appropriate.

What a Meeting Does Not Include

Unless expressly agreed in writing, a general meeting does not include:

• tailored tax, accounting, legal, or other professional advice;
• calculations, computations, modelling, reconciliations, or formal workings;
• written advice, reports, memoranda, or formal opinions;
• detailed technical analysis or research;
• preparation, drafting, or review of returns, accounts, forms, claims, elections, disclosures, letters, or other documents;
• implementation of any matter discussed;
• correspondence with HMRC or any third party; or
• acceptance by us of any wider assignment or ongoing engagement.

For the avoidance of doubt, a general meeting is intended for non-advisory and introductory purposes only.

Standard Meeting Length

General meetings will ordinarily be limited to the time period confirmed by us when the meeting is arranged.

If additional time is required, or if the discussion moves beyond introductory or non-advisory matters, we may suggest that a separate paid consultation be booked.

Information Provided by You

Any comments made during a general meeting will be based solely on the information you choose to provide to us at that time.

We are entitled to assume that the information you provide is accurate and complete for the purpose of the discussion. We do not, as part of a general meeting, undertake any audit, verification, or independent checking of that information.

No Advice Given

A general meeting is not intended to provide substantive professional advice.

Any comments made during the meeting are preliminary, general, informal, and discussion-based only. They are not intended to be relied upon as tax, accounting, financial, legal, or other professional advice.

If you require advice on your position, a separate paid consultation or formal engagement may be required.

No Engagement Created

A general meeting does not create any accountant-client, adviser-client, or other professional engagement relationship in respect of substantive work.

No engagement, retainer, or appointment shall arise merely because a meeting has taken place or because matters have been discussed during that meeting.

If, following the meeting, you wish to instruct us to provide advice or undertake work on your behalf, this will require a separate quotation and a separate letter of engagement or other written terms if we agree to act.

Unless and until such separate terms are issued and accepted, we shall not be regarded as having been engaged to provide those services.

No Liability for Meeting Discussions

Due to the preliminary, introductory, informal, and non-advisory nature of a general meeting, we do not accept responsibility or liability for any comments, observations, impressions, or discussion points raised during the meeting.

Any matters discussed during the meeting are provided on a strictly informal basis only and without responsibility. No reliance should be placed on anything said in the meeting as constituting professional advice, a concluded view, or a recommendation to act or refrain from acting.

Accordingly, we accept no liability for any loss, damage, cost, claim, or consequence arising directly or indirectly from:

• any discussion held during the meeting;
• any comment made during the meeting;
• any action taken or not taken following the meeting; or
• any misunderstanding as to the nature or scope of the meeting.

If any professional advice or substantive work is required, this must be the subject of a separate consultation or a separate formal engagement.

Follow-Up After the Meeting

A free general meeting does not include ongoing follow-up, advisory input, or substantive review after the meeting.

If further input is required after the meeting, we may suggest:

• a separate paid consultation;
• a quotation for the requested work; or
• a formal engagement if we are willing to act.

No Third-Party Reliance

Any meeting and any comments made during it are provided solely for the benefit of the person requesting the meeting and may not be relied upon by any third party without our prior written consent.

No Duty to Update

Any comments made during a meeting reflect our understanding at the time of the meeting only.

We do not undertake any obligation to update any comments for subsequent changes in facts, law, HMRC practice, guidance, or policy unless separately engaged to do so.

Limitation of the Meeting

A general meeting is intended only to establish whether we may be able to assist and, if so, whether a separate consultation or formal engagement may be appropriate.

It is not intended to amount to a review of your affairs, the provision of professional advice, or the formation of any concluded opinion.

Booking a Meeting

By requesting a meeting, you acknowledge that:

• the meeting is intended for introductory, onboarding, and non-advisory matters only;
• the meeting is informal and preliminary only and is not a consultation or a form of professional engagement;
• it is not a substitute for a paid consultation or formal professional advice;
• it does not include calculations, computations, written advice, implementation, or substantive work;
• any work or advice requested outside the scope of the meeting will require a separate quotation and a separate letter of engagement or other written terms if we agree to act;
• no assignment or wider engagement arises unless and until separate terms are agreed; and
• we accept no liability for any discussions held during the meeting or for any action taken or not taken in consequence of that meeting.