Terms of Service
The agreement between you and BalanceIQ for our services.
About these terms
These terms cover your use of this website, which is operated by [REGISTERED COMPANY NAME], trading as BalanceIQ (company number [COMPANY NUMBER], address [STREET ADDRESS], [TOWN], [POSTCODE]).
If we agree to work together, our services are governed by a separate engagement letter. If anything in the engagement letter conflicts with these terms, the engagement letter applies.
Our services
This website describes our services in general terms. The exact work, timings and fee for each client are agreed in writing before we start.
Information on this website
The information here is general guidance, not personal advice. Tax rules, rates and deadlines can change, so please check the official source linked on the page, or ask us, before you rely on it.
We take care to keep the website accurate, but we cannot promise that it is complete or up to date. We do not guarantee any outcome or saving.
Fees
Prices on this website are indicative and shown without VAT. Your final fee is confirmed in writing before work begins.
What we need from you
To do our work well, we need accurate and complete information from you, on time. You remain responsible for the information you give us and for the decisions you make.
Confidentiality and personal information
We keep client information confidential unless the law or our professional duties require us to share it. Our privacy policy explains how we handle personal information.
How we are regulated
Professional body: Institute of Chartered Accountants in England and Wales (ICAEW). Registration number: [REGISTRATION NO].
Anti-money laundering supervisor: HMRC (Anti-Money Laundering Supervision). Registration number: [AML REGISTRATION NO].
Our responsibility to you
[LIABILITY WORDING TO BE SET BY A QUALIFIED PERSON]
Nothing in these terms limits any liability that cannot be limited by law.
Ending our work together
Either of us can end our working relationship by giving written notice. The notice period is [NOTICE PERIOD]. Fees for work already done remain payable.
If something goes wrong
Please tell us if you are unhappy with our service. Our complaints page explains how.
Governing law
[GOVERNING LAW AND COURTS TO BE CONFIRMED]
Changes to these terms
We may update these terms from time to time. The date at the top shows when they were last updated.