HMRC has published the result for recent research, ‘Understanding the characteristics of unaffiliated tax agents’. It explores the characteristics of unaffiliated tax agents, those agents who are not members of a professional body. It seems that these agents fall into four different typologies.

The survey of 301 unaffiliated agents profiled their characteristics, follow up qualitative interviews with 35 unaffiliated agents explored behaviours, attitudes and perceptions in more depth.

Different typologies of unaffiliated agents emerged from the data:

Only 42% of the sample carries Professional Indemnity Insurance (PII).

The Report concludes:

External link

HMRC survey: Understanding the characteristics of unaffiliated tax agents

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