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Chartered Tax Adviser

Regulators
  • Chartered Institute of Taxation
Nations
United Kingdom
Sectors
  • Finance

Regulatory or professional bodies

Chartered body

Regulatory authority
Chartered Institute of Taxation
Address

30 Monck Street
London
SW1P 2AP

Email address
membership@ciot.org.uk
Phone number
+44 (0)2073 400 550

Regulation

Regulation summary

Provision of taxation services including the preparation and submission of tax returns, advice on tax planning, representation and defence of taxpayers before authorities and courts and the provision of overall advice in the area of taxation and complementary accounting and legal advice.

Regulation type

Accreditation

Reserved activities

None - restrictions apply to use of title only

Note - Tax Advisers are required to be AML Supervised and the CIOT is a Professional Body AML Supervisor as stated in Schedule 1 of the Money Laundering Regulations

More about regulated activities and titles
https://www.tax.org.uk/anti-money-laundering-aml

Qualifications and experience

New professionals

Routes to qualification

This is through exam qualification and experience as set out on the webpage provided:

https://www.tax.org.uk/become-a-member-chartered-institute-of-taxation

Professionals from outside the UK

Recognition for professionals outside the UK
Some - qualifications from some countries may be recognised, but professionals from other countries will have to re-qualify
Summary of routes

Ability to give the Chartered Tax Adviser (CTA) title is licensed to Australia, Ireland, South Africa and Hong Kong


Registration

Registration requirements

After you have successfully passed the CTA examinations, you need to have three years professional work experience before you can apply for membership. This experience does not have to be in tax alone, experience in audit and accounts is also relevant. This may be gained either in full-time or part-time employment or as a sole practitioner and can be gained prior to, whilst or after studying for CTA.

You must also have two sponsors both with a relevant qualification, who have known you for at least two years. The role of the sponsor is to verify that the information you have provided within the application form is true and correct.

When you have successfully passed your exams and received notification from CIOT of your eligibility to apply for membership of the CIOT, you need to pay the membership fee £406 for 2023 when you complete the application form.


Legislation

Title of relevant act or charter

Royal Charter

Website link to legislation
https://www.tax.org.uk/about-us

Licence Finder

You may need licences and permits to carry out certain activities in the UK. These are called authorisations. Use the licence finder to find what you need.