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Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.
Guidance for firms on compliance with the Practice Assurance, clients' money, PII, PC and other regulations.
Audit and assurance
To gain audit rights, you need to hold an audit qualification such as the ICAEW Audit Qualification.
This section explains what constitutes regulated audit work, what is meant by the term 'registered auditor' and how your firm can become a registered auditor. Application forms are also available in this section as well as a guide to which forms your firm will need to complete.
This helpsheet provides a checklist of matters to be addressed when conducting a whole firm audit compliance review in accordance with the Audit Regulations and Guidance and International Standard on Quality Control (UK) and (Ireland) (ISQC 1) for a Registered Auditor regulated by ICAEW.
Regulations and guidance for those working in the regulated area of audit in the UK, Ireland and the Crown Dependencies.
New pensions regulations came into force on 1 October 2012 that mean every employer with at least one member of staff has a duty to enrol eligible employees into a workplace pension scheme and contribute towards it. In this short article we look at what this means for practitioners, highlighting the help and support available from ICAEW and the Pensions Regulator.
New pensions regulations came into force on 1 October 2012 that mean every employer with at least one member of staff has a duty to enrol eligible employees into a workplace pension scheme and contribute towards it.
A five page update from the Pensions Regulator highlighting regulation changes for automatic enrolment, effective 1 April 2015.
Whilst the Pensions Regulator has set out a wide range of practical issues which must be considered by employers when selecting an appropriate workplace pension scheme, there is no formal guidance as to the amount of due diligence required. The purpose of this helpsheet is to assist members by setting out ICAEW's view on the factors which we would expect our members to consider when assessing whether a scheme is appropriate.
On this page members of the Corporate Governance Community can find more information on the role of chartered accountants who act as non-executive directors
This article identifies the vulnerabilities for ICAEW members who act as a shadow or de-facto director.
This ICAEW guide provides an overview of directors' duties and responsibilities, including on internal governance, transactions between a company and its directors or shareholders, and corporate administration. It also covers responsibilities in relation to insolvent or financially challenged companies, as well as penalties for breach of directors' responsibilities.
This section provides all the information you need to know to apply for an ICAEW insolvency licence, including a full list of requirements and details of the fees involved.
ICAEW and our Restructuring & Insolvency Community have developed a suite of materials to help you promote the value of ICAEW insolvency practitioners. The guide and videos can be shared with your clients, business partners and staff. The materials provide a view of the direction of the market and offer guidance on the seven stages of business recovery and the role of insolvency and restructuring specialists.
The resources in this section support the work of ICAEW licensed insolvency practitioners and their staff who undertake formal corporate insolvency appointments under the Insolvency Act 1986 (and associated legislation). Guidance and checklists providing information on: liquidations (voluntary and compulsory), company voluntary arrangements (CVAs), administrations, moratoriums and administrative receiverships.
Insolvency is a regulated profession and insolvency practitioners must meet certain standards.
Licensed Practice Scheme
Welcome to the ICAEW dedicated markers page. This following recording and slides were used in a meeting that was shown on Thursday 25 November 2021. This information is available for markers who have missed the meeting or who would like to refresh their memory.
I was on a product support call recently with a practitioner. We had tried talking through the issue he was having by telephone, but this was not getting very far.
RTI filing started in April 2013, over 8 years ago now! There were some issues at the start, and, 8 years later, it appears there are still some problems.
Payroll software is very simple (theoretically) - put in the information and it works out everything for you and arrives at the net pay and how much to pay HMRC in relation to the deductions and employers NI etc. If only…..!!!
Virtual Finance Director
As compliance services become increasingly automated, the ability to deliver well-rounded business advice to clients will become a key skill for accountants. Paul Richmond, Managing Director of the Grogroup, and Matt Flanagan, Managing Director of Bluehub, provide insights on how to become a great adviser in the digital era.
Peter Taffe, of BWMacfarlane, explains how advances in technology have made the concept of a ‘Virtual Finance Director (FD)’ a practical reality in this webinar from May 2018.
A guide from Xero that seeks to explain how to become a Virtual CFO and provide the valuable services to your clients.
ICAEW educational films
Develop skills to identify risk, technical competence and professional scepticism.
An exciting training film created to facilitate thought-provoking discussions about how accountants, auditors and company directors should act when faced with difficult situations.
Without Question® is ICAEW’s second training film. It provides an impactful and interesting way to highlight the challenges of directors and professional advisors seeking assurance on difficult issues. It also explores the underestimated importance of effective communication.