Client Relationship Agreement


Parties to this Agreement:


  1. Tax Advisory UK Limited incorporated and registered with company number 13285942 whose registered office is at 124 City Road, London, EC1V 2NX (“We”, “Us”, “Our”, “Ours”).


  1. The recipient of this Agreement (“Client”, “You”, “Your”, “Yours”), and/or any Connected Person in relation to the services contemplated by this Agreement. 




This Client Relationship Agreement (“Agreement”, “CRA”) forms the basis upon which We will provide the services to You and or a Connected Party, as outlined below. The Agreement is effective immediately upon presentation to You or a Connected Person and any request for services or information in relation to our services, including, but not limited to, information about any tax plannings strategies, shall constitute your acceptance of this Agreement. This Agreement may be amended from time-to-time and all such amendments will form part of the Agreement on an ongoing basis until such time as both Parties agree otherwise.


You may view our Privacy Notice at:


Summary of Services (“Services’)


  1. We work with an exclusive range of Chartered Tax Advisors (‘CTA”s), to provide You with access to a broad range of tax planning solutions.
  2. For more information on the type of solutions we offer, see our website:
  3. We will arrange meetings for You with a number of CTAs who will conduct an initial assessment of Your needs. 
  4. The CTAs will rely on information provided by You or a Connected Person (as agreed) to build a profile of Your needs.  
  5. We will arrange for up to 5 proposals from our CTAs, setting out possible solutions to Your needs and You are free to engage with a preferred CTA to provide the Tax planning solutions for Your needs.




  1. CTAs will charge You a fee for the Services they provide You and this will be set out in any proposal that is provided for You.
  2. We will not charge You a fee for any solutions fulfilled by any CTAs.
  3. In the event that You receive a proposal from any CTA(s) in connection with our Services, which is then utilised (in whole or in part) without engaging the CTA for the fulfilment of those Services, we reserve the right to charge an administration fee of £2,500 (+ VAT).