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How to Switch Accountant in the UK

Business Finance · 8 min read ·

Thinking of changing your accountant? Here is a complete guide to switching accountants in the UK, including the professional clearance process and what to expect.

Written by Krishna, Founder & HMRC-registered tax agent at TaxRoot.

Can my old accountant refuse to hand over my records?

Your old accountant cannot refuse to hand over your records and documents. However, they may retain a lien on their own working papers if you have outstanding fees. Your original documents, tax returns, and accounts must be transferred to your new accountant. If there are difficulties, your new accountant or…

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