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A to Z of historical resources

The ICAEW Library & Information Service provides a collection of resources which have been developed to help researchers tracing the history of individuals, firms and the accountancy profession.

Contents

A

A guide to historical records
  • Research guide
Chartered accountants in England and Wales- a guide to historical records is an essential work for anyone interested in tracing the history of accounting firms and the profession in England And Wales. The book is based around a survey of the archives of accounting archives conducted by the ICAEW in 1991 and 1992.
A to Z of firms' family trees An index to firm names included in the new edition of 'What's in a name: Firms' simplified family trees on the web' published in 2005.
Accountancy practices
  • Hub page
The ICAEW Library & Information Service provides a range of articles, tools and resources that can help researchers looking into the history of accountancy practices.
Accountancy profession
  • Hub page
The ICAEW Library & Information Service provides a range of articles and publications that can help researchers looking into the history of the accountancy profession.
Accountants
  • Hub page
The ICAEW Library & Information Service provides a range of articles, tools and resources that can help researchers looking into accountants of the past.
Accountants at Gallipoli
  • Research guide
The hundredth anniversary of the ill-fated Gallipoli campaign is commemorated in 2015, remembering the start of a campaign which cost the lives of over 100,000 soldiers from all sides.
Accountants at the Somme - 1 July 1916
  • Article
The terrible losses from the offensive at the Somme in 1916 have marked this out as one of the darkest chapters in the history of the British Isles.
Accountants' directory 1877
  • eBook
The accountants' directory for 1877 provides a snapshot of the membership of the first professional bodies for accountancy in the 1870s, just a few years before the establishment of the ICAEW.
Accountants in the First World War
  • Research guide
A collection of articles and resources that can help with research into members of your family or firm who served during the First and Second World Wars.
Accountants in the Second World War
  • Research guide
A collection of articles and resources that can help with research into members of your family or firm who served during the Second World War.
Accounting historians' guide to London
  • Article
London has played an important part in the history of accounting. The purpose of this brief guide by Professor R.H.Parker is to show clearly those places in and around the City of London which are of interest to accounting historians.
Arthur Andersen
  • Company profile
A simplified family tree for the firm of Arthur Andersen showing the development of the firm and how the firm’s name has evolved.
Arthur Young
  • Company profile
A simplified family tree for the firm of Arthur Young showing the development of the firm and how the firm's name has evolved.

B

Baker Tilly
  • Article
A simplified family tree for the firm of Baker Tilly showing the development of the firm and how the firm's name has evolved.
BDO Binder Hamlyn
  • Article
A simplified family tree for the firm of BDO Binder Hamlyn showing the development of the firm and how the firm's name has evolved.
Biographical sources
  • Research guide
The collection of the ICAEW Library & Information Service holds a range of biographical sources that provide an insight into the profession throughout the years

C

Chartered Accountants' Hall
  • Research guide
A brief history and overview of Chartered Accountants' Hall, home of the ICAEW since 1893.
Clark Whitehill
  • Article
A simplified family tree for the firm of Clark Whitehill showing the development of the firm and how the firm's name has evolved.
Consultations and responses
  • Research guide
The ICAEW Library & Information Service maintains a collection of consultation documents along with the responses from ICAEW and, in some cases, other parties.
Coopers & Lybrand
  • Article
A simplified family tree for the firm of Coopers & Lybrand showing the development of the firm and how the firm's name has evolved.

D

Deaths in service 1914-1918
  • Research guide
List of Members and Articled Clerks who died in the service of their Country during the War 1914-1918 reproduced from the 1919 List of Members.
Decorations for Military Services
  • Research guide
A list of members and articled clerks who were awarded decorations for military services in the First World War
Deloitte Haskins & Sells
  • Article
A simplified family tree for the firm of Deloitte Haskins & Sells showing the development of the firm and how the firm's name has evolved.

E

Ernst & Whinney
  • Article
A simplified family tree for the firm of Ernst & Whinney showing the development of the firm and how the firm's name has evolved.
Exam regulations and syllabuses
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations. On this page we focus on sources for examination regulations and syllabuses.
Examination papers
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations.

F

Female Firsts
  • No content type
Find out about the key female firsts in accountancy who helped pioneer the way for women in the profession.
Finnie & Co
  • Article
A simplified family tree for the firm of Finnie & Co. showing the development of the firm and how the firm's name has evolved.
Firm archives and histories
  • Research guide
The ICAEW Library & Information Service holds a collection of resources that can be used to trace the history of a firm, including firms’ family trees, published histories and information on archival material held by the firms.
Firm newsletters
  • Research guide
The ICAEW Library & Information Service maintains a collection of newsletters published by accountancy firms, including client-facing newsletters designed to provide updates in a particular area and internal staff newsletters.

G

Grant Thornton
  • Article
A simplified family tree for the firm of Grant Thornton showing the development of the firm and how the firm's name has evolved.
Guide to historical resources
  • Hub page
The collection of the ICAEW Library & Information Service includes many resources that can be used by researchers to trace the history of the profession, the evolution of accounting practice and the lives of accountants. In this guide we highlight some of the material within the collection and the tools available to help you make best use of it.

H

Henry Holiday stained glass windows
  • Article
The four Henry Holiday stained glass windows, lost for almost 50 years, were returned in 2017 to their rightful home at Chartered Accountants’ Hall.
Historic ethical guidance
  • Research guide
The ICAEW Library & Information Service holds various editions of the ICAEW code of ethics and the ethical guidance that pre-dated this. On this page you can find a summary of the material held in the collection.
Historic examination material
  • Listing
The structure of the ICAEW examination system and the names of examinations have changed over time, which makes it a hard task to track down past examinations. In this knowledge guide we aim to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations.
Hodgson Impey
  • Article
A simplified family tree for the firm of Hodgson Impey showing the development of the firm and how the firm's name has evolved.

I

ICAEW history
  • Hub page
The ICAEW Library & Information Service provides a range of articles and publications that can help researchers looking into the history of ICAEW and Chartered Accountants' Hall.
Incorporated Accountants - examinations
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years. On this page we focus on sources for material relating to the examinations of the Society of Incorporated Accountants and Auditors.
Index of UK and Irish accountancy and professional bodies This index provides information on professional associations, bodies, societies and institutes in the UK and Republic of Ireland that are related to the accountancy profession.
Institute Lady and the Coat of Arms
  • No content type
The identity of 'The Institute Lady' and the meaning of the coat of arms surrounding her is raised from time to time by curious members - and understandably so, as it can seem hard to imagine what connection the matronly figure with a ships rudder has to the Institute of Chartered Accountants...

K

Kidsons
  • Article
A simplified family tree for the firm of Kidsons showing the development of the firm and how the firm's name has evolved.

L

Learning materials
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations. On this page we focus on sources for learning materials.
London practising accountants pre 1840
  • eBook
A study of practising accountants listed in London trade directories published before 1840, which provides an insight into the number of accountants practising in the eighteenth and nineteenth centuries in London. It is reproduced here by kind permission of the author, Peter Boys.

M

Manuals
  • Research guide
The ICAEW Library & Information Service maintains a collection of manuals published by accountancy firms and publishing houses in the accountancy sector, including manuals covering accounting practice and auditing.
Members' Handbooks
  • Research guide
The ICAEW Library & Information Service maintains a historical collection of printed Members' Handbooks for key countries and professional accountancy bodies relevant to ICAEW members.
Membership Lists
  • Research guide
A guide to our unique collection of over 220 series of membership lists for accountancy bodies from 1877 to the present day.
Moore Stephens
  • Article
A simplified family tree for the firm of Moore Stephens showing the development of the firm and how the firm's name has evolved.
Moores Rowland
  • Article
A simplified family tree for the firm of Moores Rowland showing the development of the firm and how the firm's name has evolved.
Mystery of the missing members
  • Article
The article, The mystery of the missing members: the first 600 Chartered Accountants in England and Wales, by Peter Boys, is of particular significance to the early history of the Institute of Chartered Accountants in England and Wales (ICAEW).

N

Neville Russell
  • Article
A simplified family tree for the firm of Neville Russell showing the development of the firm and how the firm's name has evolved.

P

Pannell Kerr Forster
  • Article
A simplified family tree for the firm of Pannell Kerr Forster showing the development of the firm and how the firm's name has evolved.
Pass lists
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations. On this page we focus on sources for pass lists.
Past Presidents 1880-2005
  • Article
The respected accounting historian Peter Boys has prepared a series of chronological lists charting the Presidents, Vice Presidents and Deputy Presidents of the ICAEW from 1880 to 2005.
Peat Marwick McLintock
  • Article
A simplified family tree for the firm of Peat Marwick McLintock showing the development of the firm and how the firm's name has evolved.
PKF Littlejohn
  • Article
A simplified family tree for the firm of PKF Littlejohn showing the development of the firm and how the firm's name has evolved.
Preliminary exam questions, 1882-1886
  • Research guide
In the early days of the Institute the preliminary examination tested the general knowledge of candidates seeking admission to the ICAEW. The following sample questions provide a glimpse of the type of questions candidates were expected to be able to answer.
Press releases
  • Research guide
The ICAEW Library & Information Service maintains a collection of press releases published by ICAEW and other accountancy bodies.
Price Waterhouse
  • Article
A simplified family tree for the firm of Price Waterhouse showing the development of the firm and how the firm's name has evolved.
Professional bodies
  • Research guide
The ICAEW Library & Information Service maintains a collection of material on the history and development of the professional bodies in the accountancy sector, including publications issued by many early accountancy bodies that are no longer in existence.

R

Reports on examinations
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations. On this page we focus on sources for the reports on the examinations.
Research a firm's history
  • Research guide
This guide is intended to provide a guide to the resources available from the ICAEW Library & Information Service that can be used to trace the history of a firm.
Research Accountancy Ancestors
  • Research guide
Trying to trace an ancestor or relative who was an accountant? The ICAEW Library & Information Service has produced a short guide for genealogists to highlight some of the resources that are available.
Robson Rhodes
  • Article
A simplified family tree for the firm of Robson Rhodes showing the development of the firm and how the firm's name has evolved.
Roll of Honour 1939-45 - Articled Clerks
  • Research guide
A transcript of the entries in the ICAEW Roll of honour, 1939-1945.
Roll of Honour 1939-45 - Members
  • Research guide
A transcript of the entries in the ICAEW Roll of honour, 1939-1945.

S

Saffery Champness
  • Article
A simplified family tree for the firm of Saffery Champness showing the development of the firm and how the firm's name has evolved.
Sir Harold Howitt
  • Article
Sir Harold Gibson Howitt's escape from German lines in 1918 was immortalised in the John Buchan novel 'Mr. Standfast' (1919). Read how this event was captured in the novel and in Sir Harold Gibson Howitt's later autobiography.
Spicer & Oppenheim
  • Article
A simplified family tree for the firm of Spicer & Oppenheim showing the development of the firm and how the firm's name has evolved.
Statements of Insolvency Practice (SIPs)
  • Research guide
The ICAEW Library & Information Service holds a collection of the Statements of Insolvency Practice (SIPs) issued by ICAEW and other bodies for England & Wales, Scotland and Northern Ireland. Many of these are available in digital format.
Stoy Hayward
  • Article
A simplified family tree for the firm of Stoy Hayward showing the development of the firm and how the firm's name has evolved.
Subjects and recommended reading for the first ICAEW exams
  • Research guide
The official list of subjects for the Preliminary, Intermediate and Final Examinations were published in 'The Accountant' ahead of the first examinations in July 1882. Alongside these, a list of recommended texts was also published, covering a remarkable range of subjects.
Suggested answers and scripts
  • Research guide
The Knowledge guide to ICAEW examination papers has been developed to help you track down the examination papers and their associated publications through the years - with guidance on where you can find online resources for recent and current examinations. On this page we focus on sources for suggested answers.

T

Technical Releases and Representations
  • Research guide
This guide provides information about Technical Releases and representations issued by the Institute of Chartered Accountants in England & Wales and explains how you can find the full text of a Technical Release.
Technical Releases for the AJPC and CCAB
  • Research guide
ICAEW has issued a number of Technical Releases on behalf of the Accountants Joint Parliamentary Committee (AJPC) and Consultative Committee of Accountancy Bodies (CCAB) since 1972.
Technical Releases on auditing
  • Research guide
The Institute of Chartered Accountants in England and Wales (ICAEW) has issued technical releases providing guidance to members on audit issues and details of the Institute's representations on auditing since 1972. On this page you can view a timeline of Technical Releases and Representations issued by the Institute on auditing.
Technical Releases on insolvency
  • Research guide
ICAEW has issued Technical Releases providing guidance to members on insolvency issues and representations on insolvency matters since 1972. Our collection includes Statements of Insolvency Practice issued by ICAEW as Technical Releases together with the other licensing bodies acting through the Joint Insolvency Committee.
Technical Releases on IT
  • Research guide
ICAEW has issued Technical Releases providing guidance to members on IT issues and representations on information technology since 1972. Following the creation of the IT Faculty in 1991, Technical Releases on IT have been issued by the faculty.
Technical Releases on tax
  • Research guide
ICAEW has issued Technical Releases providing guidance to members on tax issues and representations on taxation matters since 1972. Following the creation of the Tax Faculty in 1991, Technical Releases on taxation have been issued by the faculty.
Technical Releases on technical issues
  • Research guide
ICAEW has issued Technical Releases providing guidance to members on business law, financial reporting and other technical issues - such as corporate governance, accountancy market and ethics, SMEs and international affairs - since 1972. Representations were issued as Technical Releases until October 2005.
Timeline
  • Listing
Steps to a professional body - a timeline of the development of the Accountancy Profession in the United Kingdom.
Touche Ross
  • Article
A simplified family tree for the firm of Touche Ross showing the development of the firm and how the firm's name has evolved.

W

What's in a name
  • Research guide
A series of simplified family trees showing the development of the big accountancy firms of the day. The series is a key resource for accounting historians grappling with the tangled history of mergers and demergers in the accountancy sector.
With the colours
  • Hub page
The book 'With the colours; a list of Chartered and Incorporated Accountants and their Clerks who are serving with the British Forces on land and sea, 1914-1916' reproduced the lists of names previously published in The Accountant.
WYSCA History
  • Article
A resume of the history of the West Yorkshire Society of Chartered Accountants (WYSCA) researched and compiled by Roger Oakley (WYSCA President, 2000/01) from the 19th century to the the present.

#

1914: The call to arms
  • Article
The outbreak of war in August 1914 brought the old order in Europe to an end, but also marked a halt in the progress of many men who were on their way to becoming Chartered Accountants.