Membership criteria

You can join the Tax Advice Network (TAN) as a tax adviser either if you are UK based or you are an overseas based tax adviser and want more exposure to the UK marketplace.

We vet the UK tax advisers who apply to join the Network as you would need to meet our strict entry criteria. At this stage we are not attempting to vet overseas tax advisers, but this may change in the future.

If you do not qualify for inclusion on our website as a specialist tax adviser, you may wish to join as a uk tax accountant instead >>>

Tax Adviser 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 UK tax adviser membership are invited to speak with Mark Lee who will determine whether or not you satisfy the relevant criteria.

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

• • • Sufficient years of relevant tax experience, including 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).
    • Alternatively, those without formal qualifications or HMRC training may be considered if they can demonstrate substantial, high-level relevant tax expertise gained through extensive practice experience. This should include a significant track record of advising on complex tax matters and recognition from peers or professional bodies.
    • 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).
    • Commits to TAN service standards and relevant TAN Codes of Conduct issued from time to time.
    • Agrees to comply with the Guide to Professional Conduct in Relation to Tax (jointly agreed and published by 7 accounting and tax bodies in the UK).
    • Responds promptly to telephone, email and text messages from users of the TAN website – and seeks agreement on what ‘promptly’ means for different clients.
    • Undertakes not to take on work without relevant experience (and to refer such work 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, with justification for claiming such expertise

If you do not qualify for inclusion on our website as a specialist tax adviser, you may wish to join as a uk tax accountant instead >>>