The basic principles to follow when acting as a trustee.

Advice for firms of registered auditors where principals hold long-standing trustee appointments for their clients. The trusts may have shareholdings in the firm's audit clients and these situations are considered to present a threat to firms' independence and, in some cases the threat may be too great.

A creditors' guide to administrators remuneration Scotland effective 1 Feb 2010

This guide is designed to help accountants in practice advise their clients better on international issues and to help finance directors, financial controllers and other accountants in business assess the financial risk and profitability of an international project or sale.

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.

ICAEW DPB (Investment Business) licensed firms are required to comply with the DPB (Investment Business) Handbook and be monitored to ensure your firm is operating within the scope and eligibility criteria of your licence.

If your firm wishes to conduct DPB (Investment Business) activities, it must have a licence from ICAEW.

There is a wide range of useful resources available for our ICAEW DPB (Investment Business) firms.

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.

Insolvency is a regulated profession and insolvency practitioners must meet certain standards.

Guidance on business restructuring and insolvency, including insight into what insolvency practitioners can offer, examples of corporate insolvency measures and information for creditors on IP fees.

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.

The ICAEW Library & Information Service holds a collection of model financial statements and checklists.

The ICAEW Library & Information Service offers access to an extensive range of forms and precedents through the collection of printed works and electronic databases.

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.

Award winning journalist Stephanie Hawthorne highlights the dysfunctional ‘at retirement’ arena today and looming shortfalls tomorrow

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.

Probate work offers firms a real business opportunity. Combining inheritance tax planning and probate services enables you to reaffirm your position as a one-stop-shop for business advisory services.

Practical guidance for probate practitioners, including the latest regulatory updates, helpsheets, and compliance information.

ICAEW probate-accredited firms explain how they are making a success of this new area.

Expert commentary and practical guidance from ICAEW related to personal taxation, covering areas including: capital gains tax, income tax, inheritance tax, pensions, residence and domicile, savings and investments and trusts.

PCRT sets out the principles and standards of behaviour that all members, affiliates and students must follow in their tax work.

The emergence of professional service firms in recent years has resulted from a growing demand from businesses for specialist advice to help them achieve business advantage in an increasingly competitive market place.