Amid the joys and perils of working for free, how can you be effective as a charity trustee?

The basic principles to follow when acting as a trustee.

ICAEW’s Business Law Department explains what members need to be aware of if they are asked to act as a trustee.

ICAEW have launched a new “traffic light” personal finance guide to help signpost members through this area.

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

Revised guidance on 'engaging in public practice' comes into effect from 1 January 2017. On this page, you will find a links to key information to help you familiarise yourself with the changes.

Three cost saving tips when working with overseas clients

In 2015 the UK announced that it would introduce new criminal laws to apply to corporations who fail to put in place reasonable procedures to prevent their representatives criminally facilitating tax evasion, both in the UK and overseas.

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.

Resources for practitioners to support clients with personal financial planning.

Our report on pensions provides a synopsis of the basics from both a personal and business perspective.

Resources for Personal Financial Planning covering regulation, pensions, investments, probate and practice development.

Updates and insights related to investment.

Financial planning offers excellent potential for accountants as an additional revenue stream, but you need your own plan

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.

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.

Professional Conduct in Relation to Taxation (PCRT) has been updated making it easier to navigate with a new digital structure. This edition is effective from 1 March 2019.

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.