Advise Please

Blonde Accountant
Blonde Accountant Registered Posts: 86 Regular contributor ⭐
edited 12:14PM in AAT member discussion
Hi, I am a book-keeper to a one person ltd company. He has an accountant, but he is not happy with them. He is under the impression that he could get better tax savings advise elsewhere. He wants me to set up a meeting for him with an accountant/tax advisor, to see if they can make him better savings than his current accountant. Is this possible whilst he still has an accountant acting for him?:confused1:

Thanks for reading

Comments

  • jamesm96
    jamesm96 Registered Posts: 523
    Blonde Accountant wrote: »
    Hi, I am a book-keeper to a one person ltd company. He has an accountant, but he is not happy with them. He is under the impression that he could get better tax savings advise elsewhere. He wants me to set up a meeting for him with an accountant/tax advisor, to see if they can make him better savings than his current accountant. Is this possible whilst he still has an accountant acting for him?:confused1:

    Thanks for reading

    Yep, it's absolutely fine. The only no-no is engaging the client and commencing work before you've sent the etiquette letter to check that there are no professional objections to your acting, which there might be (like unpaid fees).

    It's a bit like getting a car insurance quote before your existing policy expires.

    Cheers,

    Mike.
  • deanshepherd
    deanshepherd Registered Posts: 1,798 Beyond epic contributor 🧙‍♂️
    jamesm96 wrote: »
    It's a bit like getting a car insurance quote before your existing policy expires.

    Nice analogy!

    I'm going to have to steal that one..
  • jamesm96
    jamesm96 Registered Posts: 523
    deanshepherd wrote: »
    Nice analogy!

    I'm going to have to steal that one..

    I know, right? All my own work too!

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