Lexsure Knowledge Hub

The latest paragraphs for you to consider including in your Terms & Conditions.

Text for Terms & Conditions

T's & C's: Tax Submissions and Advice

Change date
25/05/2026
Word count
95
Deployment measure
7/10
Rationale

Deals with the limiting scope of tax interaction distinguishing between "filing" (interaction) and "advising" (planning), which is a key concern raised by the CLC and Law Society. The draft protects the practice against scope creep and underscores the client's ultimate responsibility for tax data.

Where we agree to handle Stamp Duty Land Tax (SDLT) or Land Transaction Tax (LTT) matters: - Interaction: We will act as your agent for …

To view the full text:

Other texts related to Terms and Conditions