Introduction
The Approach to this and all Articles is consistent with our Standard System and Procedure.
By its nature it is “dynamic” and it is recommended that a request be made for its update, where the last dated updated is greater than the last thirty working days.
This article describes the process of appointing Avar as new agents for accounting and/ or tax matters.
It also outlines the information required from you and the process of removing the existing accountants or agents.
Authority to Communicate
- In order for the existing agents to communicate with us on your personal or organisation’s matters they need to be served with an “Authority to Communicate” email.
- Please forward the undermentioned text, via email, to your existing advisors to obtain “Authority to Communicate”, with a copy to us.
Dear Sirs,
I write to inform you that Avar Ltd, have been appointed, to act for [Company Name] (Company Registered No: XXXXXX)) as professional advisors, accountants, tax advisors and carry out those responsibilities, which hitherto you have carried out.
Avar Ltd
Chartered Accountants
Avar Suites, Building 3, North London Business Park
Oakleigh Road South
London N11 1GN
As such, they will be writing to you by email to seek professional clearance and to seek information from you, to enable them to carry out their roles and responsibilities.
Accordingly, please accept this letter as standing authority for you to disclose any information they may require from time to time, until further notice.
In the event there is any cost payable in relation to the information they may seek, please contact me as a matter of priority, first so that I may authorise this.
Thanking you in anticipation.
Yours faithfully
[Your Signature]
Professional Clearance
- We will then write to the now former agents informing them of our appointment as the new agents and advisors.
- We will seek Professional clearance from them.
- This is standard practice within the profession and serves to identify any reasons to not accept the new engagement.
Information Request
- To take over from the previous advisors, we will need certain information either from them or from you.
- The information required depends on the nature of the engagement, i.e. Individuals engagement (Personal Tax) or Organisations engagement (Limited Company, LLP’s etc)
- The information is outlined below: