Consultancy Agreement (via Company) — Word & PDF Template

This consultancy agreement engages a consultant who provides services through their own limited company (a personal service company). It records the scope, fees and key protections, and addresses IR35 / off-payroll working so the engagement is clearly documented.

Who is this template for?

It is intended for client businesses engaging consultants, and consultants operating through a limited company, in England and Wales. Use it for professional, technical or interim consultancy supplied on a B2B basis.

What does the template include?

The agreement is organised into clearly numbered clauses covering the engagement:

• Parties — identifies the client and the consultancy company.
• Appointment — the engagement of the consultant.
• Scope of services — the services to be provided.
• Time commitment and resources — availability and resources.
• Fees — charges and payment terms.
• IR35 / off-payroll working — tax status of the engagement.
• Intellectual property — ownership of work product.
• Confidentiality — handling of confidential information.
• Data protection — handling of personal data.
• Warranties and insurance — assurances and required cover.
• Term and termination — duration and ending the agreement.
• Liability — caps and exclusions on liability.
• Governing law and jurisdiction — England and Wales.
• Entire agreement — the whole agreement between the parties.
• Signatures — execution by both parties.

Easy to customise

The template works in Microsoft Word, Google Docs and LibreOffice. Fill in the highlighted fields, set out the services and fees and remove anything that does not apply.

Format and scope

Supplied as an editable Word (.docx) file and a ready-to-print PDF, formatted to A4. Written in plain British English with light, general references to England & Wales law.