Codes of Conduct

I am a member of both the Chartered Institute of Taxation and the Institute of Chartered Accountants in England and Wales and I will observe and act in accordance with the bye-laws, regulations and ethical guidelines of both.

The ICAEW Code of Ethics (in English) can be found here.

The CIOT’s Professional Rules and Practice Guidelines (in English) can be found here.

Seven of the Professional Bodies in the UK – CIOT, ICAEW, ATT, AAT, ACCA, ICAS and STEP – jointly publish guidance on Professional Conduct in Relation to Tax (PCRT). Adherence to the PCRT guidance is part of the professional standards requirements of both my professional bodies, CIOT and ICAEW. The currently applicable version of the PCRT can be found here. (NOTE: This copy is branded by CIOT but it is common text agreed by the seven professional bodies above.)

VAT

I am a VAT registered trader. My VAT registration number is 258 7397 49.

Professional Indemnity Insurance

In accordance with the disclosure requirements of the Provision of Services Regulations 2009, my professional indemnity insurer is Hiscox, of 1 Great St Helen’s, London EC3A 6HX. The territorial coverage is the United Kingdom and excludes any action for a claim brought in any court in the United States of America or Canada.

Privacy and Data Protection

I am registered with the ICO under the Organisation reference ZA111078

My Privacy Notice can be read here.

My Cookie Policy can be read here.