Text for CQS CPMS Policy
CQS Policy: Transparency Regarding Tax Advice & Registration
Purchase this policy: Client care Policy
- Change date
- 04/03/2026
- Word count
- 97
- Deployment measure
- 7/10
Rationale
Transparency is key to managing professional liability. This wording commits to informing buying clients of the firm’s specialised role as a registered tax adviser while explicitly limiting the scope of advice to standard residential transactions, protecting the firm from complex tax-planning claims.
The Firm shall inform clients in the initial Letter of Engagement or Ts and Cs that, as part of the conveyancing process, we act as registered tax advisers with HMRC
…
To view the full text: