Income over £100,000

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.

As part of our agreed services, we will:

• Calculate your total income from all relevant sources (employment, self-employment, property, dividends, etc.)
• Assess the impact of the personal allowance taper and calculate your effective tax rate
• Advise on payments on account and balancing payments due
• Complex tax planning to reduce effective tax rate (e.g. pension strategy, gift aid optimisation)

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:

• Advice on Inheritance Tax, Capital Gains Tax, or Trust income
• Tax advisory services relating to international income or residency status
• Handling HMRC enquiries, investigations, or disputes

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 complete and accurate details of your income from all sources within the relevant timeframe
• Disclose any changes in your personal circumstances that could affect your tax status
• Keep supporting records for income and allowable deductions for at least 5 years after submission
• Pay all tax liabilities on time, including payments on account

We agree to:

• Advise you of any key tax thresholds, allowances, and deadlines relevant to your situation
• Notify you of your tax liability and due dates
• Provide general guidance to help you remain compliant and tax efficient