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Practice resources

For ICAEW's members in practice, this area brings together the most up-to-date thought leadership, technical resources and professional guidance to help you in your professional life.

Tomorrow's Practice

Understanding the forces that are shaping accountancy practices now and in the future.

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Tomorrow's Practice - the findings

Tomorrow’s Practice is about making change work for chartered accountants and their clients. It’s driven by a recognition that the market for our registered practice firms is altering radically under the pressures of regulation, technology and economics.

Alternative revenue streams

Resources for practitioners working on probate, cyber, personal financial planning.


Probate services

ICAEW is an approved regulator and licensing authority for probate services. This enables us to accredit firms to offer probate services to their clients. Here we explain the benefits of accreditation and the application process, provide support for accredited firms and also information for consumers including a register of ICAEW accredited for probate firms.


Guidance for business advisors on implementing auto-enrolment.

Personal Financial Planning

Resources covering regulation, pensions, investments and practice development.

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Personal Financial Planning

Resources for Personal Financial Planning covering regulation, pensions, investments, probate and practice development.

Essentials Roadshow

CPD courses on tax, audit and assurance, financial reporting & practice development.

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ICAEW Essentials Roadshow 2018

Developed by ICAEW Faculty experts and delivered by the leading trainers in their field, our CPD programme delivers half-day courses in nationwide locations covering tax, audit and assurance, financial reporting, charity and business essentials.

Practice management

Risk management, debtors, WIP, credit control, time recording, data protection and more.


Debtors, WIP and credit control

An overview of debtors, WIP and credit control.

Time recording

Effective time recording and the continuing need for the timesheet.

Practice regulation

Guidance on compliance with the Practice Assurance, clients' money, PII, PC and more.


Regulated services

Resources for individuals working in the areas of audit, insolvency and investment business.


PII is compulsory for all members who have a PC and are engaged in public practice.

Online annual return

Get the most up-to-date information on the online annual return, links and FAQs.

Consumer credit

Find out more about consumer credit regulation.

Client management services

Client acquisition, engagement / disengagement letters, client disputes and more.


Client disengagement

Disengaging from clients, including preparing disengagement letters.

Client services

News, articles and events relating to your area of work, such as Insolvency, Audit, Tax.

Systems control: new clients

Two areas of practice where gaps in your systems can swallow vital information.

Resources for your clients

Register for Economic Forecast, view latest BCM reports and access resources for SMEs.

Setting up a practice

How to run your own accountancy business and make it profitable.

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Setting up a practice

Find out about the key matters you need to consider when setting up in practice.

Practice structure

Corporate practice, alternates, affiliates, and succession planning.



Benefits of affiliate status, application forms, regulations and affiliate fees.


Continue running a practice in the event of death or incapacity.

Succession planning

Articles, reading lists, and resources on succession planning.

Practice support

Helpsheets, technical support, member firm access, practice committee and more.


Member firms website access

Non-ICAEW members, employed within our member firms, can gain access to our resources.

People and HR

Employment, subcontractors, outsourcing, redundancy, RTI, restrictive covenants and more.



Top tips and resources for outsourcing.

Restrictive covenants

Protect trade secrets, connections and confidential information.

Real Time Information (RTI)

How Real Time Information (RTI) will change the way employers report payroll information.


Employing subcontractors or acting as a subcontractor.

SME resources

Resources for small and medium-sized enterprises

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Resources for SMEs including finance reports, state of the economy reports and finance advice schemes.

Leadership development in practice

Career-advancing commercial & leadership development for practitioners.


Managing Partners Programme

A forum for managing partners to challenge and refine best practice business principles.

Developing Leadership in Practice (DLiP™)

Developing Leadership in Practice is a programme designed by experts in practice. It aims to help practitioners develop, project and hone the leadership qualities expected of a new or aspiring partner.

Women in Leadership (WIL)

Focusing on personal values, drivers and strengths to fulfil leadership potential.

Library & Information Service

Client screening services and practice management resources from the Library.


HR and employment law

Handpicked resources on topics ranging from talent management to dismissal

Mailing lists

Market your practice, expand your business or add value to client services with the help of the library's company research services.

Practice management resources

Practice management resources and services available from the ICAEW Library & Information Service.