Contents
Trust Usage of External VAT/Tax Advisor
Reference: 24-25282
Date response sent: 23/10/2024
Details of enquiry
| Q# | For the financial year 2021/2022: | Your answer |
| 1 | Did you use an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes/ No |
| 2 | What was the FY spend on VAT/ tax advice (£) | |
| 3 | What was the name of the primary VAT/ tax advice supplier? | |
| 4 | Was this advice procured on a contract or an ad hoc basis? | |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | |
| 5b | What was/ is the contract end date? | |
| 5c | Which framework agreement was used for contract procurement? | |
| 6 | What support/advice was included in the contract (e.g. VAT, Corporation tax, National Insurance)? |
| Q# | For the financial year 2022/ 2023: | Your answer |
| 1 | Did you use an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes/ No |
| 2 | What was the FY spend on VAT/ tax advice (£) | |
| 3 | What was the name of the primary VAT/ tax advice supplier? | |
| 4 | Was this advice procured on a contract or an ad hoc basis? | |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | |
| 5b | What was/ is the contract end date? | |
| 5c | Which framework agreement was used for contract procurement? | |
| 6 | What support/advice was included in the contract (e.g. VAT, Corporation tax, National Insurance)? |
| Q# | For the financial year 2023/ 2024: | Your answer |
| 1 | Did you use an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes/ No |
| 2 | What was the FY spend on VAT/ tax advice (£) | |
| 3 | What was the name of the primary VAT/ tax advice supplier? | |
| 4 | Was this advice procured on a contract or an ad hoc basis? | |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | |
| 5b | What was/ is the contract end date? | |
| 5c | Which framework agreement was used for contract procurement? | |
| 6 | What support/advice was included in the contract (e.g. VAT, Corporation tax, National Insurance)? |
| Q# | Year to date for financial year 2024/2025: | Your answer |
| 1 | Are you using an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes/ No |
| 2 | What is your forecast FY spend on VAT/ tax advice (£) | |
| 3 | What is the name of the primary VAT/ tax advice supplier? | |
| 4 | Are these advice service(s) procured on a contract or ad hoc basis? | |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | |
| 5b | What was/ is the contract end date? | |
| 5c | Is there an option to extend the contract? | Yes/ No |
| 5d | If already expired, do you plan to procure a new contract? | Yes/ No |
| 5e | Which framework agreement was used for contract procurement? | |
| 6 | What support/advice is included in the contract? |
Response sent
| Q# | For the financial year 2021/2022: | Your answer |
| 1 | Did you use an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes |
| 2 | What was the FY spend on VAT/ tax advice (£) | £17,508 |
| 3 | What was the name of the primary VAT/ tax advice supplier? | Liaison VAT Consultancy Ltd |
| 4 | Was this advice procured on a contract or an ad hoc basis? | contract |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | 01/02/2013 |
| 5b | What was/ is the contract end date? | no end date, this is a rolling contract at one month’s notice |
| 5c | Which framework agreement was used for contract procurement? | None |
| 6 | What support/advice was included in the contract (e.g. VAT, Corporation tax, National Insurance)? | VAT |
| Q# | For the financial year 2022/ 2023: | Your answer |
| 1 | Did you use an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes |
| 2 | What was the FY spend on VAT/ tax advice (£) | £38,145 |
| 3 | What was the name of the primary VAT/ tax advice supplier? | Liaison VAT Consultancy Ltd |
| 4 | Was this advice procured on a contract or an ad hoc basis? | contract |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | 01/02/13 |
| 5b | What was/ is the contract end date? | no end date, this is a rolling contract at one month’s notice |
| 5c | Which framework agreement was used for contract procurement? | None |
| 6 | What support/advice was included in the contract (e.g. VAT, Corporation tax, National Insurance)? | VAT |
| Q# | For the financial year 2023/ 2024: | Your answer |
| 1 | Did you use an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes |
| 2 | What was the FY spend on VAT/ tax advice (£) | £82,428 |
| 3 | What was the name of the primary VAT/ tax advice supplier? | Liaison VAT Consultancy Ltd |
| 4 | Was this advice procured on a contract or an ad hoc basis? | contract |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | 01/02/13 |
| 5b | What was/ is the contract end date? | no end date, this is a rolling contract at one month’s notice |
| 5c | Which framework agreement was used for contract procurement? | None |
| 6 | What support/advice was included in the contract (e.g. VAT, Corporation tax, National Insurance)? | VAT |
| Q# | Year to date for financial year 2024/2025: | Your answer |
| 1 | Are you using an external VAT/ tax advisor? (If no, please disregard all other questions for this financial year) | Yes |
| 2 | What is your forecast FY spend on VAT/ tax advice (£) | £59,070 |
| 3 | What is the name of the primary VAT/ tax advice supplier? | Liaison VAT Consultancy Ltd |
| 4 | Are these advice service(s) procured on a contract or ad hoc basis? | Contract |
| If the answer to Q. 4 is ‘ad hoc’ please go directly to Q. 6. If the answer to Q. 4 is ‘contract’, then: | ||
| 5a | What was the contract start date? | 01/02/13 |
| 5b | What was/ is the contract end date? | no end date, this is a rolling contract at one month’s notice |
| 5c | Is there an option to extend the contract? | Yes/ No |
| 5d | If already expired, do you plan to procure a new contract? | Yes/ No |
| 5e | Which framework agreement was used for contract procurement? | None |
| 6 | What support/advice is included in the contract? | VAT |