Consultation Terms & Conditions
These Terms & Conditions apply to the consultation booking services provided through Expattaxes.co.uk Limited (trading as Expat Taxes), a company registered in England and Wales with company number 16499310 and with our registered office at 65 London Wall, London, EC2M 5TU (“Expat Taxes”, “we”, “us”). By booking a consultation, you agree to be bound by the terms below.
- Nature of our Services
We provide an online booking platform that introduces customers to qualified, independent tax advisors (each an “Advisor”), based on a number of factors as set out in our booking form, including the nature of the advice required by the customer, the number of queries and the availability of the Advisors.
Once you have submitted your booking form, we shall present you with a calendar showing the available times and dates of the relevant Advisors for your initial online consultation (the “Consultation”). The proposed length of the Consultation will vary between 30, 45 and 60 minutes, depending on your answers provided in the booking form. You then select your preferred date and time. Please note that we do not provide details of the Advisors at this stage.
After you have made your selection and your booking has been confirmed on the website, we shall subsequently provide you with an email containing details of the Advisor and an online meeting link to be used to access the Consultation at the relevant time.
To use our services, you must be aged 18 or over.
Please note that our services do not extend to the Consultation itself, which is a service provided to you by the Advisor. Please see section 3 below for more information.
- Consultations
During your Consultation, your Advisor may provide initial high-level guidance on some or all of the following areas, but given their complexity it is unlikely the Advisor will be able to fully address all of the relevant issues during the Consultation:
- Pension Income & Retirement Planning
- UK Inheritance Tax & Estate Planning
- UK Trusts & Offshore Structures
- HMRC Correspondence
- Exist Planning or Business Restructuring
- Complex Corporate Structuring
- Other Highly Specialised Areas
Unless agreed in writing, Consultations do not include:
- Preparation or filing of tax returns
- Investment or financial advice
- Legal representation in disputes or litigation
- Written advice or documentation
- Any additional work beyond the Consultation (including any follow up queries)
Where further and/or more detailed advice may be required from the Advisor than they are able to provide during the Consultation, they will discuss this with you during the Consultation. You are under no obligation to obtain such advice from the them, but if you do so the specific nature of the work you require them to perform and the Advisor’s charges for providing such services is a matter to be agreed between you and the Advisor directly.
- Independent Advisors
All of our Advisors are professionally accredited and/or registered (as applicable) with one or more of the Chartered Institute of Management Accountants (CIMA), the Institute of Chartered Accountants in England and Wales (ICAEW), the Chartered Institute of Taxation (CIOT), the HMRC as an authorised tax agent, or as a qualified Chartered Tax Advisor, and they pay an annual subscription fee to be included in our panel of Advisors.
All dealings that you have with an Advisor, including any advice that they provide to you whether as part of the Consultation or any subsequent engagement you have with them, are governed by and subject to the Advisor’s terms of engagement. A link to these terms will be included with your booking confirmation email as set out in section 1. A hard copy of these terms can also be requested from the Advisor.
Expat Taxes has no input into or control over the accuracy, completeness or otherwise of the advice provided by Advisors, whether during the Consultation or any subsequent engagement.
If you are unhappy with the service you receive from the Advisor in connection with the Consultation or any subsequent service they provide, you should raise your concerns with the Advisor directly.
- Bookings & Payment
Consultations are booked through Expat Taxes’ online platform.
Our fees for providing our booking services are set out on our website, and full payment of this fee is required at the time of booking.
All fees are inclusive of VAT and non-refundable, except as expressly provided in these Terms.
- Cancellation & Rescheduling Policy
We understand that plans may change, and you have the right to cancel your Consultation within 14 days of our confirming your booking without giving any reason, and we will provide you with a full refund of your fee without undue delay. However, you will lose this right once your consultation takes place.
If you want to cancel your Consultation after this 14 day window has expired, our cancellation and rescheduling policy set out below ensures fairness for both clients and Advisors:
- A one-time reschedule may be offered free of charge, subject to availability. We cannot guarantee the same Advisor or time slot.
- Rescheduling and cancellation requests must be submitted in writing to info@expattaxes.co.uk. If a request is received outside of business hours (9am-5pm Monday–Friday, excluding UK bank holidays), it will not be considered until the next business day at the earliest.
- Your Responsibilities
To enable your Advisor to provide their advisory services to you, you must provide us with the following at least 72 hours in advance of your Consultation, which we will share with the Advisor in accordance with our privacy notice (see section 7 below):
- A completed pre-consultation questionnaire.
- A successfully completed AML identify verification check, which shall be carried out as part of our service to you and which is a standard requirement for compliance with UK anti-money laundering legislation (includes the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (as amended), the Proceeds of Crime Act 2002, and subsequent amendments.
You are responsible for ensuring that all information provided by you is accurate and complete.
if you fail to provide the relevant information within the timescale set out above, our cancellation and rescheduling policy as set out in section 5 above will apply.
- Confidentiality & Data Protection
Expat Taxes will treat your information as confidential and comply with applicable data protection laws. A copy of our privacy notice can be found here: [https://expattaxes.co.uk/privacy-policy/]
Consultation records should be retained by you for at least six years, as HMRC may request them for compliance purposes.
You may not record your consultation or share any advice received in connection with it with any third party without written permission.
Please note that Consultations may be recorded by your Adviser for security, training, and quality assurance purposes. Any such recordings are treated as strictly confidential and handled in accordance with the Adviser’s data protection policy.
- Delays outside our control
If a Consultation is delayed or cancelled due to an event outside of our control, such as the unforeseen unavailability of your Advisor for the Consultation, we shall let you know as soon as possible and offer you an alternative date and time. If you are unable to attend the rescheduled Consultation and we are not able to find another mutually convenient time and date, you have the right to cancel your booking and receive a full refund.
- Liability
Expat Taxes acts as a booking and payment platform only. We do not provide tax or other financial advice, which is a matter between you and the independent Advisor who provides the advisory service.
Except for any legal responsibility that we cannot exclude in law, Expat Taxes shall not be liable to you for any loss, damage, or claims that were not foreseeable to you and us when the contract was formed, that were not caused by any breach of contract by us, or which could have been avoided by you taking reasonable action (including following our reasonable instruction).
- Governing Law
These Terms are governed by the laws of England and Wales although if you are resident elsewhere you will retain the benefit of any mandatory protections given to you by the laws of that country. Any disputes shall be subject to the non-exclusive jurisdiction of the courts of England and Wales, so that residents of Scotland or Northern Ireland can also bring a claim against us in the courts of the country in which you live.
- Contact
By booking and paying for a Consultation, you confirm that you:
- Have read and understood these Terms & Conditions.
- Accept that the Consultation is a preliminary discussion only.
- Understand that any further services from an Advisor require a separate engagement.
For bookings, cancellations or rescheduling, please email info@expattaxes.co.uk.
