Consultancy Agreement

These legal agreement templates are for use where a consultant provides professional services to a client either from the consultant's own office or at the client's premises. The consultant can be an individual or a company. For use by a UK based consultant. All versions provided in Word document (.doc) format.

Working from own office (individual or company) £19.95 inc VAT Buy Now
Working from client's office (company) £19.95 inc VAT Buy Now
Working from client's office (individual) £19.95 inc VAT Buy Now

Further Information

A consultant is a professional who gives expert advice to in a particular area and has a wide knowledge of the subject area. Some consultants are self-employed, others work for consultancy firms. Both can offer their services to businesses for either specific projects or on an on-going basis.

Hiring a consultant can be an attractive option for businesses when they need specific advice but don't want, or are unable, to hire staff to fill the knowledge gap. There are a several types of consultancy services that might be useful to a small or growing business including:

Working as a self-employed consultant can give you greater flexibility in the type of work you do and the hours you work. It can also be financially rewarding if you are an expert in your field.

A self-employed consultant can operate independently, usually as a sole trader or through their own limited company. If you are a self-employed consultant than you need to be aware of the IR35 tax rules. This legislation means that some consultants will be taxed as employees of a company rather than an independent consultant. Consultants that fall within the IR35 rules can end up paying up to 25% more tax than those who are deemed to comply (after tax and NIC are paid).

Self-employed consultants working for one and only one client risk beeing seen as employess by the Inland Revenue, rather than truly independent consultants. The IR35 rules are not straightforward and whether a consultant falls within or outside the rules can be tricky. If you are a self-employed consultant than you should familiarise yourself with these rules and consult a tax specialist if you need advice.

Do I need a written contract to provide consultancy services?

While there is no legal requirements to have a written contract in order to provide consultancy services, most businesses engaging the services of a consultant will expect a formal document outlining the terms and conditions of engagement. It's important that the terms of engagement are clear and complete to avoid any misunderstandings by either party. A written agreement is also useful in establishing that the consultant is not an employee of the company hiring their services.

A legal contract will help protect the interests of both parties, ensure that the consultant is paid, and provide safeguards for the client's confidential business information and intellectual property.

These Clickdocs templates can be used by either the consultant or the business hiring the contractor. They are suitable for use where a consultant agrees to provide services to a business. The contracts set out the terms under which the consultant will provide those services and the responsibilites of both parties.

Contract or Terms and Conditions?

The consultancy contracts, described on this page, are useful where a contract is drawn up and signed by both parties prior at the start of the consultancy. This is probably the more traditional form of consultancy contract, where the names of both parties are stated at the top of the document and signed by both parties at the bottom. The terms of the contract may have been negotiated between the parties and the contract drafted accordingly.

An alternative is for the consultant to present their standard terms and conditions of business to the client for their acceptance. Such a document would set out the consultant's terms and the specifics of the particular consultancy project, with a section for the client to indiciate their acceptance by signing.

Either style of contract can be used to specify the terms of a consultancy project - it just depends on how you choose to conduct business.

In addition to the legal templates described on this page, we also offer a range of terms and conditions for specific types of consultancy. Please see the Related Documents section below for terms and conditions of consultancy documents.

Types of Consultancy Agreement Template

We offer three types of consultancy contract, as described below. The templates are suitable for a wide range of business consultancy roles: you can tailor the document to your particular application by providing details of the type of consultancy covered by the contract and other terms.

Working from consultant's own office version

This template is intended for use where the consultancy services are delivered to the client as either a project or time-based service, usually based from the consultant's own offices and is suitable for use where the consultant is an individual or a company.

This agreement would typically be used where a consultant has been engaged to carry out, manage and deliver the results of a particular project in its entirety.

The consultant may be required to discuss, interview and/or work with the client (or members of the client's staff) as part of the project by will primarily work from the his or her office. The period of engagement is for a fixed period with the option to extend by mutual agreement. This agreement is suitable for use where the consultant is a company or an individual.

Working from client's premises (where consultant is a company) version

This consultancy agreement template is intended for use where the consultancy services are delivered at the client's premises, usually as part of the client's management team or a project team.

Typically, the consultant has been engaged to provide particular management, business or technical skills to a specific project or task and will work with other member's of the client's staff at the client's premises. The period of engagement can be either fixed or ongoing (with a specified notice period).  A particular consultant can be named but the document also allows the consultancy company to provide a different representative, on mutual agreement between the parties.

Working from client's premises (where consultant is an individual) version

This consultancy agreement template is intended for use where the consultancy services are delivered at the client's premises, usually as part of the client's management team or a project team.

Typically, the individual consultant has been engaged to provide particular management, business or technical skills to a specific project or task and will work with other member's of the client's staff at the client's premises. The period of engagement can be either fixed or ongoing (with a specified notice period).

Sample

Working from consultant's own office version - view sample
Company working at client's office version - view sample
Individual working at client's office version - view sample

Features

These consultancy agreements are suitable for use in the UK - England, Wales and Scotland. They include the following clauses, as appropriate to the version:

These legal documents are available individually or as part of a Commercial Annual Subscription (£39.10 own use), a Business Annual Subscription (£99 own use) or Full Annual Subscription (£199) - giving you access to wide range of documents, packages and forms for a single annual fee.

Standard Terms and Conditions documents for specialist consultants are listed below:


 
T&Cs Documents by Trade
Documents by Section
News and Information
Share |