Hand a client over to a new adviser in an orderly, professional way – a ceasing-to-act checklist, deauthorisation steps, handover information schedule, lien guidance and records transfer receipt.
Accountancy practice – client documents
Handover Pack and Ceasing-to-Act Checklist
About this document
The working pack your firm uses when a client leaves or you stop acting: a detailed checklist covering notice, money laundering points, deadlines, fees, the lien position, records, HMRC and Companies House deauthorisations and software access; a schedule of handover information for the incoming adviser; a covering letter to them; and a records transfer receipt.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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