Engagement Letter Builder
Create profession-specific engagement letter wording for adviser review.
Compliance note: Professional-use tool only. Outputs are working drafts for adviser review and are not tax, legal, investment, pension, mortgage, insurance, regulatory or financial advice. Verify all figures, assumptions, deadlines and wording against current HMRC, FCA, Companies House and professional-body requirements before using with a client.
ENGAGEMENT LETTER DRAFT Dear Client, Thank you for choosing Your firm. This letter confirms the proposed scope of our engagement. Scope of services: We will provide accounts preparation, tax compliance, filing reminders and agreed tax planning support. Fees: Our fee is £250 per month, subject to any agreed changes in scope. Client responsibilities: You remain responsible for providing complete and accurate information, approving submissions and telling us promptly about material changes. Limitations: We will only provide services within our agreed scope and professional permissions. Separate work may require separate terms. Compliance note: This is a draft template for adviser review. Check professional-body wording, limitation of liability, complaints wording, AML/KYC requirements, VAT, cancellation rights and regulatory disclosures before issuing.