Complicated tax reliefs

This schedule sets out the scope of services we will provide.

The purpose of this schedule is to clearly define what is and is not included in the scope of our work.

This schedule should be read in conjunction with our engagement letter and our standard terms of business.

This service relates to the calculation and submission of claims for complex tax reliefs, including (but not limited to):

• Subscriptions for Venture Capital Trust shares
• Subscriptions for Enterprise Investment Scheme shares
• Subscriptions for shares under the Seed Enterprise
• Negligible value claims

As part of our agreed services, we will:

• Advise you on the criteria, risks, and implications of claiming the relief(s)
• Prepare supporting calculations and documentation for each relevant claim
• Include valid claims within your Self-Assessment tax return, where applicable

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

The following work is outside the scope of this service unless separately agreed in writing:

• Capital Gains Tax planning or restructuring advice beyond the immediate relief claim
• Tax planning associated with trusts, estates, or offshore matters
• Preparation of valuations or obtaining third-party expert opinions

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

You agree to:

• Provide full and accurate information relevant to your claim(s)
• Disclose all relevant income, transactions, and documentation in a timely manner
• Cooperate with any additional requests for clarification or evidence
• Understand that all claims are subject to HMRC rules and may require substantiation

We agree to:

• Assess and advise on the suitability and availability of tax reliefs for your circumstances
• Prepare accurate and complete claim submissions to HMRC
• Keep you informed about progress, risks, and timelines related to your claim
• Comply with all ethical and legal standards in preparing and submitting tax relief claims