I run a niche tax practice offering one-off specialist advice to wealthy individuals, most of whom have a tax adviser. Do I need to notify the existing adviser?
Comment If you are instructed to undertake professional work additional to that already being carried out by another tax adviser, who will continue with those existing duties, as a matter of professional courtesy you should inform the other adviser in writing of the general nature of the work being undertaken. However, if the client has a valid reason against you notifying his existing adviser, you need not make contact. You should however record the reason for not notifying the existing adviser on the clients file. This should help protect your position should the existing adviser later bring a charge of unprofessional conduct against you. It will be more important to press for contact with the existing adviser where the work you are undertaking interacts with issues dealt with by the existing adviser. The client needs to understand the importance of all the relevant information being made available to all relevant advisers. Further guidance on working with an existing tax adviser can
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