Membership criteria for tax advisers

Membership of the Tax Advice Network (TAN) is available at different levels to accountants and tax advisers.

Full Tax Adviser membership is only available to tax advisers who meet our strict entry criteria. See below:

Tax Advisers - full membership

Membership approval is a matter for the absolute discretion of TAN for the purpose only of ensuring quality for the good of all members and the users of the website. Given the wide variety of backgrounds that potential Members may have, all applicants for membership are invited to speak with Mark Lee who will determine whether or not they satisfy the relevent criteria.

Subject to the above, normally, persons who satisfy the following criteria will qualify for Membership:

• A minimum of ten years tax experience and at least one area of specialist tax knowledge and expertise.

• A recognised tax, accountancy or legal qualification or extensive training from HMRC (or IR or HMC&E).

• Maintains PI cover of at least £500,000.

• Undertakes at least 50 hours of Continuing Professional Development each year (including an appropriate mix of attending or preparing for and teaching on relevant courses or seminars, research, discussions, writing related technical material and updates – including but not restricted to related interactions on TAN’s online membership discussion forum or materials for TAN).

• Commits to TAN service standards and published relevant TAN Codes of Conduct issued from time to time:

• responding promptly to telephone, email and SMS messages from users of the TAN website - and seeking agreement as to what ‘promptly’ means for different clients;

• undertakes not to take on work without having relevant experience (and to refer such work on to another Member instead);

• provides accurate and not misleading information in their membership profile on the TAN website including:

• number of years of relevant experience in practice;

• general and, where relevant, specific areas of expertise and justification for claiming such expertise;

1. Benefits of membership;
2. FAQs for tax advisers
   
3. Terms and conditions of Tax Adviser membership

If you are a Tax Adviser and interested in joining the Tax Advice Network, please contact our Chairman, Mark Lee, by calling our local rate number 0845 003 8780 (or 01635 574 160).

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