Other Professionals and Businesses
We advise other professionals and businesses on their risk processes and terms of engagement.
We advise a number of other professionals and businesses on their engagement letters, and terms and conditions, and relevant processes around engaging with clients via our Close the Circle® service and provide training on risk issues on a variety of relevant topics through our RiskBites® programme or as a lecturer at conferences on request.
Reviews
Tax investigations specialist
“I am happy to refer clients to Karen because she understands most of the taxation issues we deal with, which makes it much easier for her to streamline her legal expertise to what is required to assist the client in resolving a mix of taxation/legal issues. Karen will also work jointly with us in engaging with HMRC and we believe this also helps to shorten HMRC enquires and therefore to provide an efficient all in service to the clients.”
“I run a firm providing accounts and tax services to trusts and estates, and I wanted a more tailored engagement letter that clearly defined what I would – and would not – be covering in my work.
Having known Karen for many years through the Private Client world in Leeds and knowing she had written the CIOT standard engagement letter, I had no reservations about working with her and Polly. They were both responsive and easy to work with, and what particularly pleased me was that, beyond refining my engagement letter, they also highlighted other areas where I could make valuable improvements.
As a result, I am now in the process of issuing new engagement letters to my existing clients and have gained a much better understanding of how to set liability caps effectively.
I would absolutely recommend Karen and Polly to others – their insights have made me more aware of the risks I face and how I can address them proactively.”