Sending us your information
You can provide this information in a variety of ways.
We recommend using an email provider that uses TLS encryption to help prevent others from reading your email while it is on its way to us.
We recommend using Royal Mail Signed For delivery.
If you are sending us a CD or USB stick, we recommend that the data on the CD or USB stick is encrypted and the password is provided to us separately by email or phone
By calling into our offices at Cheltenham or Staverton
Our offices are open between 9am and 5.30pm, Monday to Thursday and between 9am and 5pm on Friday.
Sending you information by email
Where you have delegated access to your email inbox to someone else, we are unable to take responsibility if they are subsequently able to view your financial and other details in communications between us.
Sharing information between spouses
Your spouse is legally responsible for his/her own tax affairs and should, in principle, be dealt with independently. Where both spouses have signed the engagement letter between us, you are both acknowledging that we will disclose such details of your financial affairs to your spouse as are required to optimise your combined tax position and in providing our services to you both. Please inform us immediately if you no longer wish us to share such information.