Interested in our services?  

The next step to becoming a client is to complete the forms outlined at points 1-5 below and provide the documentation (scanned copies unless otherwise stated) and fees at points 6 & 7 –

1    2 signed Forms 64-8.  We will need hard copies with original ink signatures.
2    1 signed Form SA1.  Again we require a hard copy ink signature.
3    A scanned completed Confidential Fact-Find.
4    A signed Form P85 with an original ink signature.
5    A signed Page 5 from our Terms of Business – a scanned copy will suffice.
6    Any Form P45 or P60 showing the tax district dealing with you when you last worked in the UK.
7    Our fees and all forms required are on the relevant pages of our website.  We require initial payment of £410.00 + VAT @20% = £492.00.  Once we have carried out our initial review of your tax affairs we will always quote a fixed fee for dealing with the tax years involved. 

In addition, we need you to provide the information and documentation requested in
A, B or C below, depending on your particular circumstances –

A         You intend to commence a contract of employment:-

•    Are you in UK employment prior to commencing the foreign contract?  If so, when will the UK employment cease?

•    Will you be working abroad for a UK or foreign employer?

•    How long is the overseas contract expected to last and in what country will you work?   Please provide a copy of the overseas employment contract.

•    What is your work/leave rotation under the overseas contract?

•    If your leave entitlement is more than 90 days a year would you be willing to restrict your visits to the UK to attain Non Residence/Tax Free Status?

•    Will you or your employer pay any foreign tax in respect of your foreign duties?

•    Will you continue to receive any UK income e.g. income from let property, bank interest etc. whilst you are working abroad?  Please elaborate.

•    Have you advised HMRC that you are going abroad?

•    Do you normally complete and file annual Tax Returns?  If so, please provide your 10 digit UTR number.

B     Already working abroad:-

•    When did you cease UK employment?

•    When did you commence foreign employment?

•    How long is the expected duration of your foreign contract(s) and in which countries have you worked?  Please provide copies of all overseas contracts.

•    What is your work/leave rotation under the overseas contracts?

•    If your leave entitlement is over 90 days a year are you or will you restrict visits to the UK to attain Non Residence/Tax Free Status?

•    Do you or your employer pay any foreign tax in respect of foreign duties?

•    Do you continue to receive any UK income e.g. income from let property, bank interest etc. whilst you are working abroad?  Please elaborate.

•    Did you advise HMRC that you were going to work abroad?

•    Do you complete and file annual Tax Returns?  If so please confirm your 10 digit UTR number.

•    Have you had more than one overseas contract and if so have there been any breaks between contracts?  Please confirm the dates of cessation and commencement.

•    Do you work for a UK or overseas employer?


C     Ceasing employment and coming back to the UK to work or retirement:-

•    How long have you been working abroad and in which countries have you worked?

•    What has been your work/leave rotation?

•    Have you restricted visits to the UK by spending time abroad on holiday?

•    Have you or your employer paid any foreign tax in respect of your foreign duties?

•    Have you continued to receive any UK income e.g. income from let property, bank interest etc. whilst working abroad and will it continue when you return to the UK?  If so, please elaborate.

•    Did you originally advise HMRC that you were going to work abroad and have you had any correspondence with HMRC whilst working abroad?

•    Do you complete and file annual Tax Returns?  If so, please confirm your 10 digit UTR number.

•    Have you had any breaks between foreign contracts of employment?  If so, confirm the dates of cessation and commencement of each and provide copies of the contracts.

•    Do you intend to re-commence UK employment when you return to the UK and/or to retire and receive UK based pensions?


Alternatively, if you merely require a one off appraisal, please provide the information requested in A, B or C above and the appraisal fee of £200.00 + VAT = £240.00. Thereafter, if you wish to appoint us as your Personal Income Tax Agents, you can complete the necessary forms as outlined above and pay the balance of the fees due – £410.00 - £200.00 = £210.00 + VAT @ 20%= £252.00.