How these terms work: Your written proposal, scope, quote or engagement letter and these terms together form the agreement. If there is a conflict, the engagement-specific document takes priority to the extent of that conflict.
1. Definitions
“Client”, “you” and “your” mean the person or organisation named in the engagement. “Company”, “we”, “us” and “our” mean Trusted Advisor Solutions Limited. “Services” and “Deliverables” mean the work and outputs described in the agreed scope.
2. Starting an engagement
An engagement starts when we confirm acceptance in writing, you accept the scope and these terms, and any advance payment or requested information has been received. A general discussion, quotation or website enquiry does not by itself create an obligation to act.
We may complete reasonable identity, conflict, authority, source-of-funds or other checks before accepting work.
3. Scope and changes
We will provide the Services with reasonable care and skill, based on the agreed scope and the information reasonably available. Work outside scope requires written agreement and may involve an additional fee or revised timetable.
Unless the scope says otherwise, our work is prepared for the Client’s use for the stated purpose and may not be relied on by another person.
4. Professional boundaries
We provide practical consultancy, research, administrative, application, coordination and document-support services. Trusted Advisor Solutions Limited is not a law firm, is not authorised by the Financial Conduct Authority and does not hold itself out as a regulated immigration adviser, customs broker or statutory auditor.
We may support routine tax-return preparation and HMRC administration, but complex or specialist tax advice may require a suitably qualified tax professional or accountant. Legal, regulated financial, regulated immigration, formal customs and other reserved or regulated matters must be handled by an appropriately authorised professional.
We may identify or recommend another adviser, but you decide whether to appoint them and contract with them separately unless expressly agreed otherwise.
5. Client responsibilities
You agree to:
- provide complete, accurate and timely information;
- tell us promptly if information changes or may be unreliable;
- review material requiring your approval before submission or use;
- make decisions and provide instructions within the required timetable;
- obtain permissions needed to share another person’s information;
- retain responsibility for legal, regulatory, filing and payment obligations unless the scope expressly allocates a task to us; and
- use Deliverables only for their agreed purpose.
We are not responsible for delay or loss caused by incomplete, inaccurate, late or withheld information, or by a Client’s failure to act on a clearly stated requirement.
6. Fees, expenses and VAT
Fees are set out in the quote or scope and are normally payable in advance. Retainers are billed monthly in advance. Published business rates are exclusive of VAT where VAT is applicable. Before a consumer contract is agreed, the quote will state the total price inclusive of applicable taxes and any unavoidable additional charges.
Reasonable third-party costs, travel or disbursements are charged only where included in the scope or approved by you. If new work becomes necessary, we will explain and agree it before starting.
For business-to-business debts, we reserve rights available under the Late Payment of Commercial Debts (Interest) Act 1998. We may pause work while an undisputed invoice remains overdue.
7. Timing and deadlines
We will use reasonable efforts to meet agreed dates. A date is not guaranteed unless the scope expressly says it is a binding deadline. Timing may depend on information from you, third parties, public bodies or systems outside our control.
You must identify any fixed legal, filing, travel or commercial deadline before instruction. We are not responsible for a deadline that was not disclosed clearly and in time.
8. Consumer cancellation rights
If you are a consumer and the contract is made at a distance or away from our business premises, you may normally cancel within 14 days of the contract date without giving a reason.
If you ask us to begin during that period and then cancel, you must pay a proportionate amount for Services supplied up to cancellation. If the Services are fully performed during the cancellation period after your express request and acknowledgement that the right to cancel will be lost on full performance, the cancellation right ends when performance is complete.
These terms do not reduce any mandatory rights under the Consumer Contracts Regulations 2013, Consumer Rights Act 2015 or other applicable law.
Model cancellation form for consumers
You may use the wording below, although you do not have to use this exact form:
To: Trusted Advisor Solutions Limited, Flat 87 Richmond Gate, 1 Richmond Hill Drive, Bournemouth, England, BH2 6LT
Email: daniel@trusted-advisor.uk
I give notice that I cancel my contract for the following services: [describe services].
Ordered on: [date].
Consumer name: [name].
Consumer address: [address].
Date: [date].
Signature: [only if sent on paper].
9. Cancellation, suspension and termination
Either party may terminate an engagement by written notice. You will pay for Services properly performed and approved third-party costs incurred up to termination. Any balance for undelivered work will be refunded, subject to statutory rights and any fair, engagement-specific cancellation arrangement.
Retainers have the minimum term stated in the scope, normally three months. After that initial term, either party may end the retainer on 30 days’ written notice unless the scope states otherwise.
We may suspend or terminate immediately for non-payment, unlawful or abusive conduct, a serious conflict, misleading information, inability to verify authority, or a request to act improperly. We will provide a reasonable handover where lawful and practicable.
10. Third parties and external decisions
We may rely on information or services from third parties where reasonable. We are not responsible for the acts, omissions, availability or decisions of an authority, court, landlord, lender, customer, supplier, broker, adviser or other independent third party.
We do not guarantee the success of an application, claim, transaction, business plan, cost saving, negotiation, customs process or other outcome controlled by you or a third party.
11. Confidentiality
Each party will keep the other’s confidential information confidential and use it only for the engagement. Disclosure is permitted where authorised, reasonably necessary to deliver the Services, already lawfully public, required by law, or necessary to protect legal rights or prevent fraud or serious harm.
Further detail appears on the Client Confidentiality page. A separate confidentiality agreement may be used. Our communications are not protected by legal professional privilege merely because they are confidential.
12. Data protection
Each party will comply with applicable data-protection law. Our Privacy Notice explains how we process personal information. You confirm that you have a lawful basis to provide personal information relating to another person and will give them any notice required by law.
13. Intellectual property
On full payment, you may use bespoke Deliverables for the agreed purpose. We retain ownership of pre-existing methods, know-how, templates, tools and general materials. Where a Deliverable includes third-party material, its separate licence terms apply.
Unless agreed otherwise, you may adapt bespoke Deliverables for your own internal or personal use but may not resell, publish as a template, remove ownership notices or represent our work as professional advice from a regulated person.
14. Liability
Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud, fraudulent misrepresentation or any liability that cannot legally be excluded.
If you are a business client, we are not liable for indirect or consequential loss, or loss of profit, revenue, business, opportunity, goodwill or anticipated savings. Subject to liabilities that cannot be limited, our total aggregate liability arising from an engagement will not exceed the fees paid or payable for the specific Services giving rise to the claim.
If you are a consumer, we are responsible for loss or damage that is a foreseeable result of our breach or failure to use reasonable care and skill. We are not responsible for business losses arising from consumer use of the Services. Your statutory rights are not affected.
15. Complaints
Please raise a concern promptly with Daniel Freeman at daniel@trusted-advisor.uk. We will acknowledge it, review the engagement and aim to provide a substantive response within 14 days. This does not prevent either party from using any legal remedy available.
16. General
Neither party may transfer the agreement without the other’s written consent, except that we may use a suitably bound subcontractor where reasonable and remain responsible for our obligations.
If a term is unenforceable, the remaining terms continue. A delay in enforcing a right is not a waiver. No person other than the parties has a right to enforce the agreement under the Contracts (Rights of Third Parties) Act 1999.
17. Governing law and courts
The agreement is governed by the law of England and Wales. Business clients submit to the exclusive jurisdiction of the courts of England and Wales. Consumers may bring proceedings in any UK court available to them under applicable law.
18. Company details
Trusted Advisor Solutions Limited
Company number 16634816
Registered in England and Wales
Registered office: Flat 87 Richmond Gate, 1 Richmond Hill Drive, Bournemouth, England, BH2 6LT
Email: daniel@trusted-advisor.uk
Telephone: 07846 517 979