Engagements


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How Engagements Are Run

Scoping: An initial discussion establishes what is needed, what is statutory and what is discretionary, and what the realistic timeline is. Where the requirement falls outside the firm's competence or capacity, that is said at this stage.

Engagement letter: Scope, deliverables, timelines, fees and the basis of billing are recorded in writing before work begins, in accordance with professional standards.

Execution: A single point of contact throughout. Information requirements are issued as a consolidated list rather than in instalments, and status is reported at agreed intervals.

Reporting: Deliverables are in writing. Advisory conclusions state the provision relied on, the assumptions made and the alternative positions considered, so that the file supports the position if it is later examined.

Continuity: For retained clients, a compliance calendar is maintained and shared, and statutory due dates are tracked ahead of time.

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How Engagements Are Run