The basic principles to follow when acting as a trustee.

On this page, find past issues of Audit News e-newsletters, produced by ICAEW’s Professional Standards Department, plus the latest audit and assurance technical guidance and best practice advice, communicated in monthly issues of Regulatory and Conduct News and other ICAEW communications. To sign up for Audit News e-newsletters, please select the Audit and Assurance topic from your list of preferences, and we will notify you by email when a new issue is available.

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

You need to be aware of these ten practice regulation issues.

This statement clarifies what is meant by 'engaging in public practice' for the purposes of holding a practising certificate.

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.

Application form for becoming an audit affiliate, a DPB affiliate or both.

Find out all the information you need to know about applying for an ICAEW insolvency licence.

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.

The pensions landscape is going through a period of substantial change at present. Through our pension topic pages you can access a range of articles, books, helpsheets, reports and online resources to help you keep up with the latest developments.

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.