A written agreement appointing an alternate to run a sole practitioner’s accountancy or bookkeeping practice on death, incapacity or long absence – with activation, powers, client money, fees, insurance, data and buy-out terms.
Accountancy practice – compliance & management
Practice Continuity (Alternate) Arrangement Agreement
About this document
A detailed agreement between a sole practitioner (or a firm with one principal) and another practitioner or firm who agrees to act as alternate or nominee. It sets out when the arrangement is triggered, what the alternate may do, how clients, client money, fees, data and insurance are handled, and what happens to the practice afterwards. Schedules include a practice information file, fees, an activation notice, a client letter and an annual review record.
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 – compliance & management
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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