Legal privilege and the tax adviser

In Taxation, Vol 163 No 4196 (05 March 2009), in the third and final of his (excellent) series of articles on HMRC's new powers to inspect premises, Keith Gordon confirms that
"... a letter from a (non-lawyer) CTA containing tax advice would not be exempt from disclosure to an HMRC officer".
In my dim and distant past I had to attend training on money-laundering regulations and was advised that if a taxpayer comes to us for advice about arrangements that might be reportable to SOCA, we as accountants were authorised to provide that advice (without reference to SOCA), under the supposed umbrella of legal privilege.

Either I have misinterpreted the course instructions or there is one definition of legal privilege for MLR purposes and another for the purposes of Sch 36 FA 2008.

I should be grateful if someone in the peanut gallery set me straight.

Clint Westwood

Comments
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You may think I am splitting hairs but . . .

davidwinch |
davidwinch's picture

Oh, Cashew!

AnonymousUser |

Privileged Circumstances

steveoneill |
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Chuck me another peanut

steveoneill |
steveoneill's picture

MLR

davidwinch |
davidwinch's picture