Fee Records Checklist

Plain-English guide · UK candidates

Treat fees as income

If you receive money for a director appointment or related service, treat it as income that needs records. Do not assume nominee fees are invisible or tax-free.

What to keep

Keep appointment letters, payment confirmations, fee statements, company names, dates of appointment and resignation, and any communication about payment terms.

Record keeping

Simple fee record checklist

If paid, keep enough information to explain the income later.

Appointment letterSave
Payment confirmationSave
Company nameSave
Resignation dateSave if applicable

Why personal circumstances matter

Your job, pension, benefits, student loan position, Self Assessment status and other income can affect what you need to do. A general website cannot replace an accountant who knows your situation.

Questions to ask before accepting

Ask who pays you, when you are paid, whether tax is deducted, what records you receive and what happens on resignation. Vague answers are a reason to slow down.

Before you continue

Register first, then review payment terms carefully before accepting any appointment.