Accountants & Actuaries

We have an experienced team of lawyers who advise accountants and actuaries in personal liability claims. CMS’ specialist team handles claims of all sizes, undertaking work in areas such as: audit, tax advice, investment advice, company, partnership and share valuations, expert reports, trustee liability, insolvency, actuarial calculations, as well as disciplinary and regulatory investigations.

Our expertise has been gained over many years of instructions both from professional indemnity insurers on behalf of firms of accountants, and direct instructions from accountancy firms. Our accountants’ PI team is based in London, Bristol and Edinburgh. CMS provides access to our specialist lawyers in the UK and in other jurisdictions so that we can draw as needed on expert advice – from pensions lawyers in Paris to tax lawyers in Algiers.

We have acted for many of the UK’s top 20 accountancy firms including under panel arrangements. Our team also has an excellent reputation in the insurance market, with numerous insurer panel appointments, which is often helpful to the accountancy firms we represent. Our expertise include:

• Auditors
• Tax
• Disciplinary Investigations 
• Advisory 
• Trustees
• Insolvency 
• Share valuations/opinions/reports 
• Expert reports

Dispute resolution: We help our clients avoid litigation and provide expert advice to resolve disputes where possible. Our advice is clear, commercial and conscious of reputational risk. We will vigorously defend unmeritorious claims.

Full Service: As a full-service firm, we work closely with colleagues in areas such as tax and insolvency to provide comprehensive advice focused on achieving the best outcome. 

For more information and detailed credentials, contact the Partner team, details above.