What to look for in a tax adviser
- Chartered Institute of Taxation (CIOT) full membership
- Association of Taxation Technicians (ATT) membership for routine advisory
- Professional indemnity insurance with cover scaled to your liability
- HMRC AML supervision
- Specialist focus relevant to your situation (CGT, IHT, R&D, residence)
- Engagement letter scoped clearly with fixed or capped fees
Typical pricing: £250-£450 per hour, £900-£3,500 typical CGT planning, £2,500-£8,000 IHT estate planning
Regulator / certification: Chartered Institute of Taxation (CIOT), Association of Taxation Technicians (ATT), HMRC AML supervision