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Readers’ forum: General practitioner

30 November 2021
Issue: 4819 / Categories: Forum & Feedback
Can a general tax practitioner produce legal agreements?

I am a general tax practitioner. Over the years clients have asked me to draw up concise one or two-page agreements presumably to avoid solicitors’ costs. Both sides to the agreement would then usually fill in the relevant sections or request alterations as appropriate. Typically the work has included retirement agreements between directors and partnership agreements for continuing businesses. Interestingly a solicitor who was preparing wills for a mutual client recently suggested I draw up the partnership agreement as part of an inheritance tax planning project.

The agreements never refer to a deed and are simply headed as agreements. However I am now concerned that this may be a reserved legal activity.

Readers’ views on my position would be appreciated.

Query 19 854 – Jaggers.

Only an authorised person may carry on a reserved legal activity.

Under the Legal Services Act (LSA) 2007 s...

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