Helpsheets prepared by ICAEW Technical Advisory Services to assist you in your day-to-day work. We offer practical advice, respond to frequently asked questions and highlight the issues you may need to consider.
Contact one of our offices from around the world.
Eligible firms have free access to Bloomsbury Professional’s comprehensive online library, comprising more than 60 titles from some of the country’s leading tax and accounting subject matter experts.
ICAEW Data Analytics Certificate programme will help you combine your commercial acumen and business knowledge with data analytics expertise.
Developing a specialism
Information, insights, guidance and networking opportunities on a range of industry sectors, professional specialisms and at various stages throughout your career.
The Practitioner Business Advisers (PBA) community provides access to tools and resources for Practice Members to give sound advice to their business clients and become the virtual FD. Free to join for ICAEW members.
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.
You don’t have to be an ICAEW Chartered Accountant to qualify and be licensed as an insolvency practitioner (IP) with ICAEW. We offer a comprehensive programme of support for insolvency practitioners.
Find out how you can enhance the services you already offer your clients with a Designated Professional Body (Investment Business) licence. This section explains what regulated investment business is, who is regulated, and how your firm can apply for a DPB (Investment Business) licence.
Firms working in the regulated area of audit are required to comply with the Audit Regulations and guidance. On this page, you'll find links to advice and guidance to help your firm remain compliant.
Obtain client screening reports checking against global risk and compliance data, including government sanctions, Politically Exposed Persons, a wide range of watch lists and negative news profiles.
Technical helpsheet providing illustrative wordings in a limited number of cases for consideration by members in practice seeking to manage their risk of potential liability because of an act or omission resulting in financial loss.
Best practice in drawing up an engagement letter.
Guidance for sole practitioners on finding solutions to the problems that might arise in the event of their incapacity or death.
Managing risk: Record keeping and documentation
Guidance for members in practice on which documents the member owns; how long documents should be kept; if the client owns the documents, whether the member always has to hand them over; and the member's obligations to allow others access to documents.
This helpsheet highlights key considerations relating to document retention for accountants.
Marketing your practice
Generate new business and advertise your business or practice at discounted rates.
Advice on agreeing fees and setting charge-out rates.
Effective time recording and the continuing need for the timesheet.
The DPB (Consumer Credit) Handbook sets out the regulations for firms to provide consumer credit services.
Exit routes and succession planning
An overview of succession planning and why it is essentital for any practice to have a well thought out succession plan to cover multiple scenarios.
A guide exploring the do's and don't in succession planning.
Successful practice succession can be a real challenge. You may need to fund the retirement of older partners while keeping the practice an attractive proposition for new ones.
Support for member firms
Guide to determine if your entity is a member firm and whether ICAEW is your firm’s money laundering supervisor.
It is important to maintain an accurate ICAEW firm record. Use this guide to find out what to consider when changing the structure of your firm.
Get the most up-to-date information on the online annual return, links and FAQs.
Our Practice Assurance (PA) scheme provides ICAEW member firms and practising certificate holders with a framework of principles-based quality assurance standards to operate to. It outlines procedures to follow with your clients, and how to maintain the highest quality of work and ensure compliance with relevant laws and regulations, eg, those relating to anti-money laundering and protection of client data.
We expect ICAEW Chartered Accountants to maintain the highest standards of practice and conduct. All ICAEW members, firms, affiliates and 'relevant persons' have a duty to report any event which may indicate that they and/or another member, firm affiliate or 'relevant person' may be liable to disciplinary action by the ICAEW Conduct Department, regardless of the type of organisation you or they work for. The guidance (first issued in 1993) on what and how to report misconduct has recently been updated.
Supporting your staff
Find out more about staff training with our selection of articles, books and best practice guides.
Our selection of articles, books and online resources can show you how to attract, retain and motivate talent.
Learn how to motivate your employees from our collection of books, articles and online resources.
Access articles, books and online resources on human resources and employment law.
At the ICAEW Annual Conference this year, there was an overarching focus on the opportunities and responsibilities that technology brings for finance professionals and their organisations, and how it is reshaping the world of finance and accounting.
As the run-up to Christmas starts in earnest, we observe more news in the cyber realm, from threats to the organs of our nation to how attacks might come from unexpected places.
As we approach the end of the year, we pause to reflect on the best content from the Excel Community this year and look ahead as the community grows.