Support, advice and extraction planning

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:

• Provide guidance and explanations on accounting and tax compliance matters relevant to your company and its directors/shareholders
• Offer high-level advice on remuneration strategy, including salary vs. dividend mix, pension contributions, and other forms of profit extraction
• Act as a point of contact and ‘first port of call’ when queries arise, offering an informed view and recommending next steps where appropriate
• Comment on the use of share classes, family shareholdings, or restructuring ideas where appropriate, subject to available information
• Highlight potential tax opportunities or risk areas relevant to your current company structure and profit plans
• Briefly discuss business strategy or structuring ideas on request, within our area of competence and based on the information you provide
• Respond to short queries by phone or email as part of our ongoing client support relationship

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.

Where more in-depth planning or work is required, we will notify you before proceeding and agree any additional fees in advance.

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

• Drafting legal documents such as shareholder agreements, board resolutions, share transfer forms, or restructuring documents
• Providing formal tax planning reports, financial forecasts, or documented tax advice for third-party reliance
• Corresponding with HMRC about matters not directly related to other services we are providing (e.g. year-end accounts, tax returns)
• Implementing share schemes or company restructures requiring specialist or legal input
• Detailed exit or succession planning requiring modelling, valuation or legal structuring advice
• Representation in tax disputes or investigations

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 query or situation
• Ask us before acting on any significant financial, tax, or structural decision affecting the business
• Tell us if circumstances change or if your plans or objectives shift
• Understand that high-level advice is based on information you provide and may not cover all possible consequences
• Seek further advice or clarification from ourselves or an appropriate specialist if you do not fully understand the advice given
• Take appropriate legal or specialist advice before acting on complex or high-value decisions

Please note: we will not be liable for any outcomes based on incomplete or withheld information or where advice is not followed or is acted upon without confirmation or implementation.

We agree to:

• Respond to your questions promptly and within the scope of our expertise
• Let you know if a query or issue is beyond the scope of this support service and requires a separate engagement
• Advise clearly when a situation may require legal, financial, or specialist tax input beyond the services we offer
• Offer direction and ongoing support that aligns with your broader financial goals and statutory obligations

Please note: advice provided under this service is general in nature and based on the information you provide. It does not constitute formal tax planning or legal advice. If more detailed or specialist work is required, we will advise you of your options and obtain your agreement before proceeding.