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Makes available the latest paragraphs for you to consider including in your CQS CPMS Policy.
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
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