New Client Onboarding Form | LOYALS Accountants London

Welcome to LOYALS! ๐ŸŽ‰

Let's get you set up with premium ICAEW chartered accounting. This should take about 10 minutes to complete.

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๐Ÿ“‹ What You'll Need

Company information, director details, and employee information (if applicable). Don't worry, most fields are optional. Complete what you can now, and we'll help you gather the rest during onboarding.

Red left border = Required field | All other fields are optional

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Form Submitted Successfully!

Thank you for choosing LOYALS Accountants. We've received your information and will be in touch within 24 hours to complete your onboarding. Welcome to the family! ๐ŸŽŠ

๐Ÿข Do you already have a limited company?

Tell us your current situation so we can tailor the onboarding process for you

๐Ÿข Your Company Details โ–ผ

10-digit Unique Taxpayer Reference

๐Ÿ†• New Company Registration Details โ–ผ
๐Ÿ’ผ LOYALS Company Formation Service We'll handle your entire company registration with Companies House, including all paperwork, HMRC notifications, and initial setup. Our team will guide you through every step to ensure your company is properly established.

Proposed Company Names

Provide 3 name options in case your first choice is already taken. We'll check availability with Companies House for you.

e.g. "Smith Construction Limited" or "ABC Trading Ltd"

Company Structure

Most small businesses choose "Ltd"

We'll select the correct SIC code for you

This helps us choose the most appropriate SIC code and setup

Registered Office Address

Your company needs an official UK address for Companies House. You can use our King's Cross office address or your own.

Only fill this if you selected "Use my own address" above

Share Structure

Most new limited companies start with 100 shares at ยฃ1 each (ยฃ100 share capital). We can customize this if needed.

Standard is ยฃ100

Standard is 100

Standard is ยฃ1

โ„น๏ธ Share Structure Guidance Don't worry if you're unsure about shares! The standard setup (100 shares at ยฃ1 each) works perfectly for most small businesses. We'll discuss the optimal structure for your situation during onboarding.

Additional Registration Information

When do you plan to start trading?

Popular choices are March (tax year end) or December (calendar year)

๐Ÿ‘ค Sole Trader / Self-Employed Details โ–ผ
๐Ÿ‘ค Self-Employed Accounting Services As a sole trader, you're personally responsible for your business taxes. We'll help you stay compliant with HMRC, maximize your tax efficiency, and grow your business through expert guidance and support.

Your Personal Details

Your self-assessment UTR number

Business Information

The name you trade under (if different from your personal name)

When did you start trading?

Tell us about your business activities

Only if you're VAT registered

If you work in construction

Leave blank if you work from home

Tax & Accounting Details

Sole traders follow the standard UK tax year (6 April - 5 April)

Additional Services Needed

๐Ÿ‘ฅ Directors Information โ–ผ

Click on each director section below to expand and fill in their details. Every company needs at least one director.

๐Ÿ‘ค Director 1 (Primary Director)

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How many shares will this director own?

๐Ÿ‘ค Director 2 (optional)

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How many shares will this director own?

๐Ÿ‘ฅ Employee Information (Up to 5) โ–ผ

Click on each employee section below to expand and fill in their details. Only add the employees you have.

๐Ÿ‘ค Employee 1 (optional)

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๐Ÿ‘ค Employee 2 (optional)

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๐Ÿ‘ค Employee 3 (optional)

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๐Ÿ‘ค Employee 4 (optional)

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๐Ÿ‘ค Employee 5 (optional)

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๐Ÿ“ Previous Accountant & Additional Information โ–ผ

๐Ÿ“‹ Switching Accountants?

If you're transferring from another accountant, we'll handle the entire transition process professionally. We need their details to request professional clearance and obtain your records from them, making your switch completely seamless.

Previous Accountant Details

โœ“ This is standard practice and ensures we receive all your financial records properly
โœ“ We'll handle all communication professionally on your behalf
โœ“ Required for ICAEW professional standards compliance

Additional Business Information

Helps us plan your setup and migration

When does your financial year end?

Helps us understand what's working and improve our services

This helps us prepare for your consultation and assign the right specialist

โœ“ Consent & Terms โ–ผ

Data Protection & Privacy

๐Ÿ”’ Your data is encrypted and secure. We never share your information with third parties without your explicit consent.

๐Ÿ“ Digital Signature

By submitting this form, you are electronically signing this application and confirming all information provided is accurate and complete.

This electronic signature has the same legal effect as a handwritten signature.

๐Ÿ“… Service Commencement โ–ผ

๐Ÿš€ When Would You Like to Start?

Choose when you'd like your LOYALS accounting services to begin. We'll handle all setup, migrations, and HMRC notifications to ensure a smooth transition.

When would you like your monthly accounting services to begin? (We can start immediately or schedule for a future date)

Emergency Contact (Business Continuity)

In case we can't reach you during urgent matters (HMRC deadlines, payment issues, etc.), who should we contact?

๐Ÿ”’ Your data is secure: All information submitted is encrypted and stored in compliance with UK GDPR regulations. We'll contact you within 24 hours to begin your onboarding process.

Questions before submitting? Call us at 07450 258975 or email kris.nick@loyals.uk