1. Purpose and Scope
This Company Policy defines the principles and professional standards that guide the activities of WiseTax.
It applies to all staff, contractors, and representatives of WiseTax, and governs all interactions with clients and third parties in the United Kingdom.
2. Mission and Values
WiseTax is committed to providing accurate, lawful, and ethical tax and accounting services.
Our approach is based on transparency, integrity, and professionalism. We always act in the best interests of our clients and strive to deliver solutions that are compliant, effective, and tailored to individual needs.
3. Professional Standards and Conduct
All activities at WiseTax are carried out in accordance with the highest professional, ethical, and regulatory standards expected of UK accounting and tax professionals.
We are committed to upholding the following principles:
Integrity and honesty – we act with fairness, openness, and transparency in all professional and client relationships.
Objectivity – we remain impartial and independent, avoiding conflicts of interest or any influence that could compromise professional judgment.
Professional competence and due care – we maintain up-to-date knowledge of UK accounting, tax, and compliance regulations, applying our skills diligently and responsibly in every engagement.
Confidentiality – we protect client information and data at all times, in full compliance with the UK GDPR and the Data Protection Act 2018.
Professional behaviour – we conduct ourselves in a manner that upholds the reputation of the profession, complying with all relevant laws and avoiding any action that could bring WiseTax or the profession into disrepute.
Client focus – we act solely in the best interests of our clients, providing advice that is lawful, ethical, and designed to achieve the most beneficial outcome within the framework of UK legislation.
We expect all members of the WiseTax team to demonstrate professionalism, discretion, and responsibility in every aspect of their work, ensuring that our clients receive services based on trust, competence, and integrity.
4. Authorisation and ComplianceWiseTax operates as a fully authorised accounting and tax advisory practice in the United Kingdom.
We are registered as a tax agent with HMRC and hold professional indemnity insurance covering all accounting and tax services.
We are authorised to file tax returns and statutory forms directly with HMRC in both electronic and paper format.
5. Scope of Responsibility
WiseTax provides professional advisory and compliance services.
Our role is to support clients in meeting their UK tax and business obligations; however, clients remain responsible for the accuracy of the information they provide and for decisions made based on our advice. WiseTax cannot be held legally or financially responsible for any actions, omissions, or decisions taken by clients or their representatives beyond the agreed scope of our services.
6. Payments and Documentation
All services are payable in advance unless otherwise agreed in writing.
Before commencing any engagement, clients must provide valid identification and supporting documents confirming their personal or company details.In cases of non-payment, incomplete documentation, or breach of this policy, WiseTax reserves the right to suspend or terminate services.
7. Data Protection and Confidentiality
WiseTax handles all client information in strict confidence.
Personal data is never shared with third parties except where required by UK government bodies such as HMRC, Companies House, or law enforcement authorities.We comply with all data protection regulations and take appropriate measures to safeguard information against unauthorised access, loss, or misuse.
8. Communication and Correspondence
We communicate with clients via email, telephone, video conferencing, and registered post.
WiseTax is not responsible for delays or errors caused by postal services, couriers, or external institutions such as government offices.
9. Use of Registered Office Address
Use of a WiseTax address is limited to lawful business registration purposes.
It must not be used for receiving court documents, debt collection, or benefit applications.
In the event of misuse, WiseTax may suspend services without refund and reserves the right to change or withdraw the address at any time.
10. Marketing and CommunicationWiseTax may contact existing or prospective clients with updates, offers, or service information obtained through prior business interactions.
Recipients may request to opt out of such communications at any time by contacting us directly.
11. Liability and Quality AssuranceWiseTax guarantees a high standard of professional care and accuracy.
In the unlikely event that a proven error made by WiseTax results in a tax penalty, the firm will reimburse the penalty amount in accordance with our engagement terms. We continuously monitor and improve our procedures to ensure that our clients receive fast, reliable, and compliant service.
12. Policy UpdatesThis Company Policy is reviewed periodically to reflect any changes in legislation, regulations, or internal procedures.
The most recent version is available upon request or published on our official website.
This Company Policy defines the principles and professional standards that guide the activities of WiseTax.
It applies to all staff, contractors, and representatives of WiseTax, and governs all interactions with clients and third parties in the United Kingdom.
2. Mission and Values
WiseTax is committed to providing accurate, lawful, and ethical tax and accounting services.
Our approach is based on transparency, integrity, and professionalism. We always act in the best interests of our clients and strive to deliver solutions that are compliant, effective, and tailored to individual needs.
3. Professional Standards and Conduct
All activities at WiseTax are carried out in accordance with the highest professional, ethical, and regulatory standards expected of UK accounting and tax professionals.
We are committed to upholding the following principles:
Integrity and honesty – we act with fairness, openness, and transparency in all professional and client relationships.
Objectivity – we remain impartial and independent, avoiding conflicts of interest or any influence that could compromise professional judgment.
Professional competence and due care – we maintain up-to-date knowledge of UK accounting, tax, and compliance regulations, applying our skills diligently and responsibly in every engagement.
Confidentiality – we protect client information and data at all times, in full compliance with the UK GDPR and the Data Protection Act 2018.
Professional behaviour – we conduct ourselves in a manner that upholds the reputation of the profession, complying with all relevant laws and avoiding any action that could bring WiseTax or the profession into disrepute.
Client focus – we act solely in the best interests of our clients, providing advice that is lawful, ethical, and designed to achieve the most beneficial outcome within the framework of UK legislation.
We expect all members of the WiseTax team to demonstrate professionalism, discretion, and responsibility in every aspect of their work, ensuring that our clients receive services based on trust, competence, and integrity.
4. Authorisation and ComplianceWiseTax operates as a fully authorised accounting and tax advisory practice in the United Kingdom.
We are registered as a tax agent with HMRC and hold professional indemnity insurance covering all accounting and tax services.
We are authorised to file tax returns and statutory forms directly with HMRC in both electronic and paper format.
5. Scope of Responsibility
WiseTax provides professional advisory and compliance services.
Our role is to support clients in meeting their UK tax and business obligations; however, clients remain responsible for the accuracy of the information they provide and for decisions made based on our advice. WiseTax cannot be held legally or financially responsible for any actions, omissions, or decisions taken by clients or their representatives beyond the agreed scope of our services.
6. Payments and Documentation
All services are payable in advance unless otherwise agreed in writing.
Before commencing any engagement, clients must provide valid identification and supporting documents confirming their personal or company details.In cases of non-payment, incomplete documentation, or breach of this policy, WiseTax reserves the right to suspend or terminate services.
7. Data Protection and Confidentiality
WiseTax handles all client information in strict confidence.
Personal data is never shared with third parties except where required by UK government bodies such as HMRC, Companies House, or law enforcement authorities.We comply with all data protection regulations and take appropriate measures to safeguard information against unauthorised access, loss, or misuse.
8. Communication and Correspondence
We communicate with clients via email, telephone, video conferencing, and registered post.
WiseTax is not responsible for delays or errors caused by postal services, couriers, or external institutions such as government offices.
9. Use of Registered Office Address
Use of a WiseTax address is limited to lawful business registration purposes.
It must not be used for receiving court documents, debt collection, or benefit applications.
In the event of misuse, WiseTax may suspend services without refund and reserves the right to change or withdraw the address at any time.
10. Marketing and CommunicationWiseTax may contact existing or prospective clients with updates, offers, or service information obtained through prior business interactions.
Recipients may request to opt out of such communications at any time by contacting us directly.
11. Liability and Quality AssuranceWiseTax guarantees a high standard of professional care and accuracy.
In the unlikely event that a proven error made by WiseTax results in a tax penalty, the firm will reimburse the penalty amount in accordance with our engagement terms. We continuously monitor and improve our procedures to ensure that our clients receive fast, reliable, and compliant service.
12. Policy UpdatesThis Company Policy is reviewed periodically to reflect any changes in legislation, regulations, or internal procedures.
The most recent version is available upon request or published on our official website.