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Managing Risk: A Guide for Accountants and Tax Advisers


ISBN13: 9781912386130
Published: February 2019
Publisher: Claritax Books
Country of Publication: UK
Format: Paperback (106 Pages)
Price: £40.00



Despatched in 2 to 4 days.

This short, practical book addresses issues that are relevant for all accountants and tax practices. Aimed especially at smaller and mid-sized firms, the book highlights areas where they may be vulnerable to claims and advises how firms can develop processes to reduce the risk.

The book includes commentary on, and key extracts from, guidance issued by the CIOT and other professional organisations on such topics as professional standards; dealing with client irregularities (including disclosure issues, balancing client confidentiality and the adviser's own need to act with integrity); conflicts of interest; ceasing to act in particular circumstances; second opinions; keeping proper records, etc. The book also offers practical advice on such topics as engagement letters (both content of and systems for), liability caps, invoicing, and managing planned and unplanned staff absence.

Where things do go wrong, the book advises on the necessary steps for containing and minimising the financial and reputational damage.

The text is filled with short case studies based on the author's experience of advising clients. Readers will recognise the pitfalls as all too real, will learn from the mistakes of others, and will welcome guidance on measures (often quite simple) to reduce their exposure to the risks.

Useful appendices include sample file review forms, forms to use when opening files, a draft client relationship cancellation notice and checklist, and relevant extracts from professional guidance.

Subjects:
Taxation
Contents:
Introduction
Why is risk management important?
Where do claims come from?
Systems to minimise risk of claims
When things go wrong
Appendices:
  • Sample file review form
  • Professional conduct in relation to taxation (summary, key extracts, and weblink)
  • Professional rules and practice guidelines (summary, key extracts and weblink)
  • Industry research
  • File opening form
  • Cancellation notice and checklist
  • Series: Claritax Books

    Cryptocurrency and Other Digital Assets: Tax Law and Practice ISBN 9781912386536
    To be published June 2022
    Claritax Books
    £80.00
    Taxpayer Safeguards and the Rule of Law 2nd ed ISBN 9781912386512
    To be published February 2022
    Claritax Books
    £85.00
    Tax Appeals: Law and Practice at the FTT 5th ed ISBN 9781912386604
    To be published February 2022
    Claritax Books
    £85.00
    Discovery Assessments: How to Challenge Them 3rd ed ISBN 9781912386598
    Published January 2022
    Claritax Books
    £85.00
    Construction Industry Scheme: Guidance and Commentary 3rd ed ISBN 9781912386451
    Published November 2021
    Claritax Books
    £80.00
    Personal Representatives: A Guide for Tax Practitioners 2nd ed ISBN 9781912386413
    Published August 2021
    Claritax Books
    £85.00
    Schedule 36 Notices - HMRC information requests ISBN 9781912386499
    Published July 2021
    Claritax Books
    £85.00
    Capital Allowances 2021-22 ISBN 9781912386376
    Published May 2021
    Claritax Books
    £95.00
    Inheritance Tax: Lifetime Transfers and the Death Estate ISBN 9781912386345
    Published October 2020
    Claritax Books
    £95.00
    Pension Tax Guide 2020-21 ISBN 9781912386369
    Published August 2020
    Claritax Books
    Out of print
    Financial Planning with Trusts 2020-21 ISBN 9781912386338
    Published August 2020
    Claritax Books
    Out of print
    Out of print
    Furnished Holiday Lettings: A Tax Guide 4th ed ISBN 9781912386222
    Published June 2020
    Claritax Books
    £70.00
    Taxation of Partnerships ISBN 9781912386314
    Published June 2020
    Claritax Books
    £85.00
    Main Residence Relief 3rd ed ISBN 9781912386239
    Published April 2020
    Claritax Books
    £80.00
    Capital Allowances 2020-21 ISBN 9781912386284
    Published April 2020
    Claritax Books
    Out of print
    A-Z of Plant & Machinery 2020-21 ISBN 9781912386277
    Published April 2020
    Claritax Books
    Out of print
    Living and Working Abroad ISBN 9781912386260
    Published February 2020
    Claritax Books
    £50.00
    Property Investment: A Tax Guide ISBN 9781908545749
    Published October 2019
    Claritax Books
    £95.00
    Tax Appeals: Law and Practice at the FTT 4th ed ISBN 9781908545879
    Published June 2019
    Claritax Books
    Out of print
    Capital Allowances: 2019-20 ISBN 9781912386192
    Published May 2019
    Claritax Books
    Out of print
    A-Z of Plant & Machinery 2019-20 ISBN 9781912386215
    Published May 2019
    Claritax Books
    Out of print
    £80.00
    Out of print
    Personal Representatives: A Guide for Tax Practitioners ISBN 9781912386116
    Published March 2019
    Claritax Books
    Out of print
    Stamp Duty Land Tax: A Practical Guide 6th ed ISBN 9781912386178
    Published March 2019
    Claritax Books
    Out of print
    Discovery Assessments: How to Challenge Them 2nd ed ISBN 9781912386161
    Published February 2019
    Claritax Books
    Out of print
    Employment Status: A Tax Guide 4th ed ISBN 9781912386024
    Published January 2019
    Claritax Books
    £85.00
    Employee Share Schemes: Equity Reward for Private Companies ISBN 9781912386031
    Published July 2018
    Claritax Books
    £85.00
    Financial Planning with Trusts 2018-19 ISBN 9781912386109
    Published July 2018
    Claritax Books
    Out of print
    A-Z of Plant & Machinery 2018-19 ISBN 9781912386062
    Published July 2018
    Claritax Books
    Out of print
    Capital Allowances: 2018-19 ISBN 9781912386055
    Published July 2018
    Claritax Books
    Out of print
    Enterprise Investment Scheme and Other Venture Capital Reliefs ISBN 9781912386048
    Published May 2018
    Claritax Books
    £70.00
    VAT Registration: Unravelling the Complexities 2nd ed ISBN 9781912386000
    Published February 2018
    Claritax Books
    £60.00
    Construction Industry Scheme: Guidance and Commentary 2nd ed ISBN 9781908545954
    Published November 2017
    Claritax Books
    Out of print
    Furnished Holiday Lettings: A Tax Guide 3rd ed ISBN 9781908545732
    Published June 2017
    Claritax Books
    Out of print
    Residence: The Definition in Practice 3rd ed ISBN 9781908545817
    Published January 2016
    Claritax Books
    Out of print
    Research and Development: Maximising the Tax Relief ISBN 9781908545619
    Published December 2014
    Claritax Books
    Out of print
    Tax Chamber Hearings: A User's Guide 3rd ed ISBN 9781908545527
    Published April 2014
    Claritax Books
    Out of print
    PAYE: A Practical Guide 2012-13 ISBN 9781908545176
    Published October 2012
    Claritax Books
    Out of print
    Capital Allowances for Fixtures: 2012-13 ISBN 9781908545152
    Published April 2012
    Claritax Books
    Out of print