Guidance

There are a number of rules which members are subject to and they are set out in Member Rules  

Guidance in support of the rules or to help members with their day to day work are set out below. 

• Alternates – appointing an alternate 
• Annual Return Guidance
• Barristers – instruction from Members 
• Criminal Finances Act 2017 
• Cyber security 
• DAC6  
• Deeds in Settling Tax Enquiries 
• Engagement letters 
• GDPR: FAQs 
• HNW certificates 
• Members in Commerce & Industry
• Mortgage Lenders 
• Penalties Checklist 
• Penalties for enablers: FAQs 
• Power of Attorney  
• Probate 
• Research and Development Professional Standards 
• Retired Members – obligations 
• Provision of Services Regulations  
• Setting up in Practice 
• Social media 
• Websites