We are committed to delivering a professional, responsive, and high-quality service at all times. Your Engagement Partner will oversee the delivery of our work and act as your primary point of contact to help ensure your satisfaction.
If, at any point, you are dissatisfied or experience any difficulty, you should raise the matter directly with the Engagement Partner and their team in the first instance. If the issue remains unresolved, please escalate your concern to:
Sabra Rana
📞 +44 121 766 5477
📧 clientsuccess@verity.partners
We take all complaints seriously and undertake to review them thoroughly and promptly. Upon receiving your written complaint, we will acknowledge it within five business days and provide a clear explanation and/or proposed resolution as soon as reasonably practicable.
We are not licensed or authorised to carry out the reserved legal activity of non-contentious probate. Accordingly, any work we undertake for you on related activities (including, without limitation, estate administration support or inheritance tax advisory work) is not provided as reserved legal activity and is not covered by the legal regulatory protections that apply to authorised probate providers.
As part of our ongoing commitment to quality, our files may be subject to independent regulatory and/or quality assurance review. Reviewers are experienced professionals and are bound by confidentiality obligations equivalent to those applying to our principals and staff.
When dealing with HMRC on your behalf, we are required to be honest and to take reasonable care to ensure returns are correct. To enable us to do this, you are required to be honest with us and to provide all necessary information in a timely manner.
For further information about your dealings with HMRC, see HMRC’s ‘Your Charter’. To the best of our ability, we will seek to ensure HMRC meet their side of that Charter in their dealings with you.
We will take account of the steps and checks suggested by HMRC in its Agent Toolkits. While use of the Toolkits is voluntary, we will operate quality control procedures that match or exceed those suggestions so that, in the unlikely event HMRC considers a return inaccurate, we can assist you in evidencing that reasonable care was taken in preparation of the return.
To reduce the risk of inaccuracy penalties, you remain responsible for maintaining adequate supporting records for each return, providing all relevant information and explanations, and implementing any advice we give you.
The effective date of this clause is 24 July 2025.