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What has changed?

The three-stage approach remains: a covering letter, schedules of services, and standard terms and conditions of business.

Members regularly feed back to us the problems they have when assisting clients with mortgage applications.

It is nothing new for criminals to use tax advisers and accountants to hide the source of their funds.

Six years ago, a colleague took some time out from her job as a tax adviser. She told a friend that she was going to write a novel.

Tax advisers deal with sensitive client information daily and can be a target for cyber-attacks.

Your longstanding client, a retired businessman who is also a very private person, comes into the office for the annual review of his tax affairs.

Whether it is a sign of the start of the house buying season or an indicator of increased confidence in the economy, from our postbag it seems that more clients are applying for mortgages.

Set out below are the answers to a couple of common issues faced by members in practice.