The outgoing adviser’s reply to a professional enquiry – with alternative wording for clear, qualified or limited replies, handover information, fees and records.
Accountancy practice – compliance & management
Professional Clearance Reply Letter
About this document
A reply to a professional clearance request from a new accountant who has been asked to take over a client. It confirms whether there are any professional reasons why they should not act, sets out the handover information you are providing, explains the position on fees and records, and confirms when your agent authorisations and services end.
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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