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Tax Consulting Engagement Letter Template for England and Wales

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Key Requirements PROMPT example:

Tax Consulting Engagement Letter

"I need a Tax Consulting Engagement Letter for a multinational tech company requiring complex international tax advisory services, including transfer pricing and cross-border tax planning, with services to commence from March 2025."

Document background
The Tax Consulting Engagement Letter serves as a crucial document in professional tax advisory services, establishing clear terms and expectations between the advisor and client. Under English and Welsh law, this document is essential for compliance with professional standards, regulatory requirements, and risk management. The letter typically includes detailed service scope, fee arrangements, confidentiality provisions, and data protection measures. It's particularly important for protecting both parties' interests and ensuring clarity in complex tax advisory relationships.
Suggested Sections

1. Addressee and Introduction: Formal opening, identifying the client and engagement

2. Scope of Services: Detailed description of tax consulting services to be provided

3. Professional Fees: Fee structure, billing arrangements, and payment terms

4. Client Responsibilities: Client's obligations regarding information provision and cooperation

5. Confidentiality: Confidentiality obligations and information handling

6. Data Protection: GDPR compliance and data handling procedures

7. Professional Standards: Reference to applicable professional standards and regulations

8. Signature Block: Execution provisions and acceptance of terms

Optional Sections

1. Conflict Resolution: Dispute resolution procedures - used for high-value or complex engagements

2. Other Services: Additional services that might be required - used when potential for expanded scope exists

3. Third Party Rights: Rights of third parties to rely on advice - used when advice might be shared with third parties

4. Force Majeure: Provisions for unforeseen circumstances - used for longer-term engagements

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees and charging structure

2. Service Description: Detailed scope of work and deliverables

3. Terms and Conditions: Standard terms of business

4. Data Processing Agreement: Detailed GDPR compliance provisions

5. Key Personnel: List of key team members and their roles

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























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Relevant Industries
Relevant Teams
Relevant Roles
Industries

Companies Act 2006: Primary UK legislation governing company law and corporate matters, relevant for understanding client's business structure and compliance obligations

Partnership Act 1890: Legislation governing partnerships in the UK, may be relevant if the client operates as a partnership or if the consulting firm is structured as one

Consumer Rights Act 2015: Legislation protecting consumer rights, applicable if providing tax consulting services to individual clients rather than businesses

Data Protection Act 2018: UK's implementation of data protection standards, including UK GDPR requirements, crucial for handling client's personal and financial information

Professional Conduct in Relation to Taxation (PCRT): Professional guidelines setting out the principles and standards for tax advisers in their professional work

Money Laundering Regulations 2017: Regulations requiring proper due diligence and monitoring procedures to prevent money laundering, mandatory for tax consultants

Proceeds of Crime Act 2002: Legislation dealing with money laundering and proceeds of crime, requiring reporting of suspicious activities

Terrorism Act 2000: Anti-terrorism legislation including provisions about terrorist financing that tax consultants must be aware of

Provision of Services Regulations 2009: Regulations implementing EU Services Directive, setting requirements for service providers including information obligations to clients

Limitation Act 1980: Statute setting time limits for legal claims, important for defining limitation periods in the engagement letter

Supply of Goods and Services Act 1982: Legislation governing contracts for services, including implied terms about reasonable care and skill

Financial Services and Markets Act 2000: Regulatory framework for financial services, may be relevant if tax advice touches on regulated financial activities

FRC Guidelines: Financial Reporting Council's guidelines on professional standards and ethics in financial services

HMRC Guidelines: Her Majesty's Revenue and Customs' specific guidelines and regulations regarding tax advice and compliance

Professional Indemnity Insurance Requirements: Regulatory requirements for maintaining adequate professional indemnity insurance coverage for tax consulting services

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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