Free cyber-security course: help protect yourselves and clients from cyber-attacks
Tax advisers deal with sensitive client information daily and can be a target for cyber-attacks.
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A question of capacity
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.
Working with mortgage lenders – the battle for recognition of CTA and ATT qualifications continues
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.
Anti-money laundering
Set out below are the answers to a couple of common issues faced by members in practice.