Fee Proposal Generator
Create a scoped adviser fee proposal with fixed-fee and monthly retainer guidance.
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.
Scope
Recommended fixed fee
£1,875
Monthly equivalent
£156
FEE PROPOSAL CLIENT: Example Client Ltd FIRM: Verified Advisers DATE: 21/06/2026 SERVICE TYPE Accounts and corporation tax SCOPE OF WORK - Initial discovery call - Accounts preparation - Tax return preparation - Quarterly review call FEE STRUCTURE Estimated professional time: 12 hours Blended hourly rate: £155 Recommended fixed fee: £1,875 Monthly equivalent: £156 Payment terms: Monthly retainer STANDARD TERMS - VAT is charged where applicable. - Work starts after written acceptance and completion of onboarding checks. - Fees assume records are complete and supplied on time. - Out-of-scope advisory, remediation, or investigation work is quoted separately. COMPLIANCE NOTE This proposal is a working draft for adviser review. Check scope, fee disclosure, regulatory wording, VAT treatment, engagement terms and professional-body requirements before issuing to a client. ACCEPTANCE Signed: _________________________ Date: ___________________________