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Services for individuals

Find out more about services that practitioners can provide to individuals. Includes information on probate, tax, insolvency, acting as a trustee, pensions and other areas of advice.

In this section

Trustee of trust with shares in an audit client

Technical helpsheet issued to help members to determine how relationships can impact audit independence, especially in regard to whether a firm can continue to act if a partner in the firm is a trustee of a trust that holds shares in an audit client.

International trade

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.

DPB (Investment Business) licence

A designated professional body (DPB) licence allows the holder to conduct restricted investment business which is incidental, complimentary and arising out of the firm's professional services.

DPB compliance review

This helpsheet provides a checklist of matters firms need to address when they conduct an annual compliance review in accordance with ICAEW’s DPB (Investment Business) Handbook for licensed firms.

Marketing your restructuring and insolvency services

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 ICAEW Library & Information Service provides a collection of key resources, online and in print, designed to meet the needs of Chartered Accountants. 

Engagement letters

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.

Model accounts

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

Forms and precedents

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

Client screening

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.

Pensions in crisis

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.

Personal Financial Planning Community

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.

Become accredited for probate

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.

Personal tax

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.

MTD for individuals

MTD for individuals is centred around the Personal Tax Account (PTA) which already has many of the services needed by PAYE taxpayers. HMRC continues to improve and develop the PTA.

Provision of non-audit services

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.