Chapter VI · Area of practice
Advisory
Financial advice for owners and boards: choice of structure, the tax and regulatory effect of a transaction before it is signed, and changes in accounting and reporting.
1 min read
What the work covers
- Choice of entity and group structure
- Tax and regulatory review of proposed transactions
- Accounting policy questions and changes in reporting framework
- Support to owners on succession and family arrangements
The law it sits in
| Law | Provision | What it provides |
|---|---|---|
| Code of Ethics (ICAI) | as in force (13th edition, from 1 April 2026) | Independence limits on advice to audit clients |
Advice, with its limits stated
Professional advice is normally given in writing, on facts the client has confirmed, and says what it does not cover. Where the adviser is also the auditor, the Code of Ethics limits the advice that may be given, and those limits have to be applied before the work is accepted.
The firm’s addresses and the request form are on the offices and contact pages.
Related notes
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