Ethical tax planning in practice: Balancing client pressure, risk and reputation

You know you need to be ethical. While the PCRT (Professional Conduct in Relation to Taxation) and HMRC’s Standard for Agents set clear expectations, the most difficult decisions arise in grey areas, where commercial demands, risk and reputation collide. This session examines the real tipping points where ethical boundaries are tested in practice. Through practical scenarios, you’ll gain clarity on where planning crosses the line, how to manage difficult client conversations, and how to protect your firm by building a reputation grounded in trust, integrity and sound professional judgement.