Helpsheets prepared by ICAEW Technical Advisory Services to assist you in your day-to-day work. We offer practical advice, respond to frequently asked questions and highlight the issues you may need to consider.
We have advisors ready to answer your enquiry through a number of channels. To help you reach the right person as quickly as possible please use the contents links to jump to contact details and opening hours for our teams and services.
Eligible firms have free access to Bloomsbury Professional’s comprehensive online library, comprising more than 60 titles from some of the country’s leading tax and accounting subject matter experts.
ICAEW Data Analytics Certificate programme will help you combine your commercial acumen and business knowledge with data analytics expertise.
Developing a specialism
Information, insights, guidance and networking opportunities on a range of industry sectors, professional specialisms and at various stages throughout your career.
The Practitioner Business Advisers (PBA) community provides access to tools and resources for Practice Members to give sound advice to their business clients and become the virtual FD. Free to join for ICAEW members.
ICAEW is an approved regulator and licensing authority for probate services. This enables us to accredit firms to offer probate services to their clients. Here we explain the benefits of accreditation and the application process, provide support for accredited firms and also information for consumers including a register of ICAEW accredited for probate firms.
You don’t have to be an ICAEW Chartered Accountant to qualify and be licensed as an insolvency practitioner (IP) with ICAEW. We offer a comprehensive programme of support for insolvency practitioners.
Find out how you can enhance the services you already offer your clients with a Designated Professional Body (Investment Business) licence. This section explains what regulated investment business is, who is regulated, and how your firm can apply for a DPB (Investment Business) licence.
Firms working in the regulated area of audit are required to comply with the audit regulations and guidance.
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.
Technical helpsheet providing illustrative wordings in a limited number of cases for consideration by members in practice seeking to manage their risk of potential liability because of an act or omission resulting in financial loss.
Best practice in drawing up an engagement letter.
Guidance for sole practitioners on finding solutions to the problems that might arise in the event of their incapacity or death.
Managing risk: Record keeping and documentation
Guidance for members in practice on which documents the member owns; how long documents should be kept; if the client owns the documents, whether the member always has to hand them over; and the member's obligations to allow others access to documents.
This helpsheet highlights key considerations relating to document retention for accountants.
Marketing your practice
Generate new business and advertise your business or practice at discounted rates.
Advice on agreeing fees and setting charge-out rates.
Effective time recording and the continuing need for the timesheet.
The DPB (Consumer Credit) Handbook sets out the regulations for firms to provide consumer credit services.
Exit routes and succession planning
An overview of succession planning and why it is essentital for any practice to have a well thought out succession plan to cover multiple scenarios.
A guide exploring the do's and don't in succession planning.
Successful practice succession can be a real challenge. You may need to fund the retirement of older partners while keeping the practice an attractive proposition for new ones.
Support for member firms
Guide to determine if your entity is a member firm and whether ICAEW is your firm’s money laundering supervisor.
It is important to maintain an accurate ICAEW firm record. Use this guide to find out what to consider when changing the structure of your firm.
Get the most up-to-date information on the online annual return, links and FAQs.
Our Practice Assurance (PA) scheme provides ICAEW member firms and practising certificate holders with a framework of principles-based quality assurance standards to operate to. It outlines procedures to follow with your clients, and how to maintain the highest quality of work and ensure compliance with relevant laws and regulations, eg, those relating to anti-money laundering and protection of client data.
We expect ICAEW Chartered Accountants to maintain the highest standards of practice and professional conduct.
Supporting your staff
Find out more about staff training with our selection of articles, books and best practice guides.
Our selection of articles, books and online resources can show you how to attract, retain and motivate talent.
Learn how to motivate your employees from our collection of books, articles and online resources.
A collection of articles, books and online resources from the ICAEW Library & Information Service on human resources and employment law
In February, the Charities Bill received Royal Assent and passed into law as the Charities Act 2022. The recommendations from the Law Commission formed the basis for the provisions of the new legislation and the Act is designed to give trustees more flexibility to manage charities effectively. They will not have a big impact on charities’ daily operations but simplify certain areas of regulation.
The war in Ukraine is deeply distressing and makes many of us feel helpless. Millions of people will be displaced because of the crisis and charities are playing an important role to get help to the people who need it.
While most charity boards are aiming to incorporate more service user perspectives in their governance structures, many charitable membership societies are relying on member perspectives alone. In this opinion piece, Baden-Fuller, Lawrey and Palmer explain why having independent trustees is a key element of good governance and adds depth to the skillset of the boards governing charitable professional membership societies.