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2020 Member: Included with 2020 Membership

Non member £199.00 + VAT


Sharon Cooke

About Sharon
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials


In this session, we outline the key ethical requirements for professional firms in relation to Professional Conduct in Relation to Taxation (PCRT). We also consider similar requirements imposed on firms who are not a member of a relevant professional body, in the form of HMRC’s Standard for Agents. The session will include details of any new guidance or updates issued to either standard in 2024.

Key Topics

  • Who PCRT applies to and the key requirements
  • The fundamental principles
  • The standards for tax planning
  • Who HMRC’s Standard for Agents applies to and the key requirements
  • The latest position with ‘raising standards in the tax advice market’ – are we moving towards regulation?
  • Designated PCRT requirements in relation to research and development relief claims
  • Common issues arising in practice and how to deal with them
  • Overlap with anti-money laundering requirements

Who should attend

Managers and partners who deal with client taxation matters.