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Managing complaints: some common mistakes
Sadly, complaints against professionals brought by clients or the regulator are an increasing fact of professional life....
Fee disputes: how to avoid them and the impact of credit control
All professionals want happy clients who pay their fees on time, refer more work to them, and go on to refer them to oth...
The top ten risks: how to protect your practice
As all members of CIOT and ATT will be aware, the duty to manage their professional risk is an increasing obligation....
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Disclosure to third parties: when should you share?
Tax practitioners should be aware of risk issues that can arise in their professional practices, and they should avoid t...
The buying game
The professional indemnity insurance market is currently very hard, and many professionals are struggling to find insura...
Pay attention to the letter
One of the biggest factors in claims against professionals is the issue of the engagement; letter and the scope of the r...
Back to normal?
In the July issue of Tax Adviser, I wrote about how firms preparing for the changes brought about by the Covid-19 crisis...
Get ready for the new normal
People are now becoming used to working at home and significant numbers have the necessary technology in place to enable...
An open book
A previous article, ‘Better protection’, in the March 2017 issue of Tax Adviser, explained how to avoid problems...
Better protection
What can go wrong? Although many claims arise as a result of tax advisers acting outside their areas of expertise (it i...