Professional Standards and AML Webinar

The Professional Standards Team were pleased to present a live webinar covering updates to guidance as well as a reminder of other important areas which members need to be aware of.

The Professional Standards Team were pleased to be able to present a live webinar covering updates to guidance as well as a reminder of other important areas which members need to be aware of.

Presented on 29 June 2026 at 12:30, the link to view the recording is as follows:

https://www.presenta.co.uk/CIOT/AML/290626/index.html

Course content included:

  • Mandatory Agent Registration – Notifications and Obligations​
  • Professional Rules and Practice Guidelines (PRPG)​
  • Professional Conduct in Relation to Taxation (PCRT)​
  • PCRT and Making Tax Digital​
  • Engagement Letter Updates​
  • AI and Professional Standards​
  • Continuing Professional Development​
  • The Annual Membership Return​
  • Handling Complaints​
  • Taxation Disciplinary Board and Disciplinary Cases
  • AML Updates & Reminders
  • Questions and Answers