Engagement letters
Practice Hot Topics – April 2026
- Webinar
- 16 Apr 2026
- ICAEW
This session covers Engagement Letter requirements and upcoming changes to ICAEW templates.
ICAEW issues Engagement Letter updates: Key changes and guidance for firms
- Article
- 13 Mar 2026
- ICAEW
ICAEW has issued updated engagement letter templates incorporating several significant new schedules designed to reflect recent regulatory, operational and technological developments.
Engagement letters and privacy notices
- Helpsheets and support
- 10 Mar 2026
- Technical Advisory Services
ICAEW has developed guidance for practice firms on what to include in engagement letters. This page provides a series of sample wordings to help you draft your own engagement letters.
Engagement letters
- Hub page
- 20 Aug 2025
- ICAEW Library and Information Service
Engagement letters are a key document in the relationship between you and your client, providing a written confirmation of the work that will be carried out. The Library can provide sample wording for a wide variety of engagement letters.
Exclusive
What if you have not issued an engagement letter?
- Helpsheets and support
- 19 Aug 2025
- Technical Advisory Services
Technical helpsheet providing guidance for members in practice who choose not to issue engagement letters for non-regulated work.
Engagement letters for accredited legal services firms
- Regulations
- 06 Jun 2025
- Professional Standards
ICAEW has a number of resources to support our accredited legal services firms. Amongst these are engagement letter templates with sample wordings to help you draft your own engagement letters. Read what changes have been made to Schedule Q, the template for legal services firms.
Tools for business
- Hub page
- 23 Aug 2024
Find out about the tools that can help you in your career as an independent adviser or consultant.
Developing client relationships
- Hub page
- 25 Jul 2024
- Practice Department
Information on the best ways to develop relationships with your clients.
Client communications
How to have difficult conversations with clients
- Article
- 30 Apr 2024
- ICAEW Insights
Awkward or challenging discussions with clients are never moments that accountants look forward to – but there are ways to make these tricky chats proactive and productive.
Client satisfaction: do you really know what your clients think?
- Article
- 25 Jan 2024
- Professional Standards Department
Client feedback helps you improve your services, pick up any problems early, and build stronger relationships. Good reviews and referrals from satisfied clients can also support you in growing your business. We talk to some ICAEW probate accredited firms about the different ways they obtain feedback, and how they use it.
Communicating new pricing structures or models
- Article
- 30 Nov 2022
- Della Hudson FCA
ICAEW member Della Hudson shares her insights on the tricky subject of changing prices.
The conversational accountant - it’s good to talk but will our clients pay us for it?
- Article
- 28 Sep 2020
- ICAEW
Asking a client ‘how it’s going’ doesn’t necessarily sound like the foundation for a longstanding and successful partnership. But for practitioners who take a conversational approach to providing trusted business advice, it’s often the first – and most insightful – question they’ll ask.
Client complaints and dispute resolution
Complaints process
- Hub page
- 01 Oct 2026
- Regulation & Conduct
Find out how to make a complaint, how we handle complaints, duty to report misconduct and the support available if you are the subject of a complaint.
Guidance on your duty to report misconduct
- Listing
- 26 Jun 2024
- Professional Standards Department
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.
Client disengagement
- Listing
- 30 Jan 2020
- Practice Department
Disengaging from clients, including preparing disengagement letters.
Client management
My client is leaving: what do I do?
- Article
- 08 Mar 2024
- ICAEW
The new year is often a time when clients decide to change their accountants, but what should you do if a client decides to leave your practice?
Tools for business
- Hub page
- 23 Aug 2024
Find out about the tools that can help you in your career as an independent adviser or consultant.
Client acquisition: Purchase of fees and cold calling
- Helpsheets and support
- 05 Jan 2021
- Practice Department
An article exploring business growth which comes from two areas – selling additional services to existing clients and acquiring new clients for the practice.
Advisory services
Technical and ethics support
- Hub page
- 06 Jan 2026
- Technical Advisory Services
Whatever your technical or ethical query, ICAEW members, affiliates, ICAEW students and staff in eligible firms with member firm access can phone +44 (0)1908 248 250 for objective, confidential advice from the experts.
TAS helpsheets
- Hub page
- 13 Mar 2025
- Technical Advisory Services
ICAEW’s Technical Advisory Services helpsheets reflect the practical guidance provided to our members every day on the helplines and highlight important issues for members.
Access practical technical and ethical guidance, as well as frequently asked questions, to support you day to day, whether you are a member in practice or in business.