New Client Form – Additional Directors/Partner

    Personal Details

    If you have filed tax returns before (even a long time ago) then you will have a UTR number. This will be displayed on your tax return or any letters from HMRC regarding your personal tax. Alternatively, please call HMRC on 0300 200 3300 and they should send you your UTR number by post.

    Money Laundering Checks
    For money laundering check purposes, we need to confirm your identity and address. Please let us have the following:
    1. ID Check: a copy of your passport or driving license.
    2. Address: copy of a bank statement or utility bill less than 3 months old.

    After you have completed this form, please complete the Additional director form.

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