Tax Accountant Exeter • Specialist tax advice for individuals, landlords and businesses
Guidance Only Website content is not a substitute for tailored advice
External Links Third-party websites are outside our control
Regulatory Details Financials Direct Limited T/A Tax Accountant Exeter
Copyright Website material may not be copied without permission

Website information

General guidance, not personalised advice

The information on this website is intended for general guidance only. It is based on our understanding of legislation, HMRC practice and professional guidance at the time the relevant content is prepared or updated.

To the fullest extent permitted by law, Financials Direct Limited T/A Tax Accountant Exeter accepts no responsibility for loss arising solely from action taken, or not taken, in reliance on general website information without an agreed professional engagement. Tax outcomes depend on your personal facts, tax year, records, deadlines and any correspondence already received from HMRC.

Nothing in this disclaimer excludes or restricts liability for fraud or fraudulent misrepresentation, death or personal injury caused by negligence, or any other liability that cannot lawfully be excluded or restricted.

You should take appropriate professional advice before filing a return, making a disclosure, responding to HMRC, entering into a transaction, selling property, restructuring a business or relying on any information published on this website.

This website does not create an adviser-client relationship

  • Reading this website does not appoint us as your accountant or tax adviser.
  • Sending an enquiry does not mean we have accepted your matter.
  • Work begins only after scope, fee, engagement terms and onboarding are agreed and accepted.
  • Specific tax advice must be based on complete documents, facts and assumptions.
  • HMRC and filing deadlines remain your responsibility unless we expressly accept responsibility for them in writing.
  • No third party may rely on advice prepared for another person without our prior written agreement.

Key legal notices

Important disclaimer sections

These sections explain how website content, external links, emails, copyright and professional limitations should be understood.

External links

Links to third-party websites

This website may contain links to HMRC, GOV.UK, professional bodies or other external websites. These links are provided for convenience and information only and do not amount to endorsement of the website, organisation, product, service or opinion linked to.

External websites operate under their own terms, privacy notices and security arrangements. We do not control their content, accuracy, availability, security or continued existence and, to the fullest extent permitted by law, accept no responsibility for loss caused solely by visiting or relying on a third-party website.

When using external links

  • Check that the website address is genuine and uses an appropriate secure connection.
  • Read the third party’s terms and privacy information.
  • Confirm that guidance is current for the relevant tax year and jurisdiction.
  • Do not assume general guidance applies to your facts.
  • Take advice before relying on external guidance for filing, disclosure or a transaction.

Firm details

Regulatory and company information

Financials Direct Ltd is an active private company limited by shares, incorporated in England and Wales under company number 07496275. It trades through the Tax Accountant brand, including Tax Accountant Exeter, and provides accountancy and tax services from the United Kingdom.

The practice states that its Institute of Financial Accountants reference is 211804. IFA members in public practice are subject to the IFA’s applicable bye-laws, Code of Ethics, practising-certificate and Public Practice Regulations. Current status can be checked through the IFA’s public register or directly with the Institute.

Company and regulatory details

Trading name Financials Direct Limited T/A Tax Accountant Exeter
Company type Private company limited by shares incorporated in England and Wales
Company number 07496275
Registered address 3 Brindley Place, Birmingham, West Midlands, England, B1 2JB
Professional body Institute of Financial Accountants
IFA reference 211804

Professional wording

Use of partner, principal or director wording

The words “partner”, “principal”, “director”, “consultant” or similar professional titles may be used on this website or in communications to describe a person’s seniority, responsibility or working relationship with the practice.

“Director” has its legal company-law meaning where the person is a director of Financials Direct Ltd. Other descriptive titles do not by themselves create a legal partnership, employment relationship, agency, fiduciary relationship or authority to bind the company unless that position or authority is expressly confirmed in writing.

Financial services notice

Financials Direct Ltd is not authorised by the Financial Conduct Authority to provide regulated investment, mortgage, insurance or pension-product advice.

Nothing on this website should be treated as a personal recommendation to buy, sell, hold or vary a particular investment, pension, insurance policy, mortgage or other regulated financial product. We may explain tax consequences within an agreed tax engagement, but regulated product selection and suitability advice must be obtained from an appropriately authorised adviser.

Email disclaimer

Confidentiality and email communication

Emails you receive from Financials Direct Limited T/A Tax Accountant Exeter and any attached files may contain confidential information and, where the applicable legal requirements are satisfied, legally privileged material. They are intended only for the named recipient and authorised persons.

Personal views expressed by an author do not necessarily represent the firm unless the communication concerns work the author is authorised to perform. Email transmission does not create or vary an engagement, approve a filing or extend a deadline unless that is expressly confirmed by an authorised person.

If you receive an email in error

  • Please return it to the sender.
  • Delete the email from your system.
  • Destroy any copies of the email and attachments.
  • Do not copy, disclose, distribute or rely on the email.
  • Unauthorised reproduction or distribution may be unlawful.

Tax advice limitation

Reliance on tax advice and HMRC penalty position

Tax advice is provided only under the terms and scope of the relevant engagement and is based on the facts, documents, law and assumptions identified at the time. Advice does not guarantee HMRC acceptance, the availability of a relief, a particular tax outcome or the absence or reduction of tax, interest or penalties.

Whether reasonable care was taken and whether a penalty arises depend on the taxpayer’s actual conduct, knowledge, systems, disclosures and evidence. Advice prepared for one client or transaction is not addressed to any other person and may not be relied upon, quoted or circulated for third-party reliance without our prior written agreement.

Before relying on tax advice

  • Confirm that the advice is addressed to you and covers the decision being made.
  • Make sure all material facts and documents have been supplied.
  • Check the tax year, transaction date, assumptions and deadline involved.
  • Tell us before acting if the facts, values, law or intended steps have changed.
  • Do not forward or publish advice for another person to rely on.
  • Obtain written advice where the issue is complex, material, uncertain or high risk.

Common questions

Legal Disclaimer FAQs

Can I rely on website information as tax advice?

No. Website information is for general guidance only. Your own facts, tax year, records and HMRC position must be reviewed before advice can be given.

Does sending an enquiry make me a client?

No. Sending an enquiry does not create an adviser-client relationship. We must first agree the scope, fee, engagement terms and onboarding requirements.

Are external links your responsibility?

No. External links are provided for convenience and do not amount to endorsement. Third-party sites use their own terms, privacy notices and security arrangements, and we do not control their content or availability.

Can I copy text from this website?

No. Website content, design, layout, graphics and code are copyright protected unless stated otherwise. Written permission is required before copying or reproducing material.

Is email completely secure?

No. Email may be intercepted, delayed, corrupted or affected by viruses. Sensitive information should be sent using an agreed secure method where appropriate.

Is the firm authorised under the Financial Services and Markets Act 2000?

No. Financials Direct Ltd is not authorised by the Financial Conduct Authority to provide regulated investment, mortgage, insurance or pension-product advice. Website tax information is not a personal recommendation about a regulated financial product.

Does this disclaimer exclude every type of liability?

No. Any exclusion or restriction applies only to the fullest extent permitted by law. Nothing excludes liability for fraud or fraudulent misrepresentation, death or personal injury caused by negligence, or another liability that cannot lawfully be excluded.