My client appears to be on the wrong end of some mistakes made by their previous accountant and an investigation that started before I became their accountant has esclalated unfortunately. Because it started before we became the accountants our fee protection won't cover it.
However it is likely that there may be a potential claim against the previous accountants PII cover but not having been in this position before I wondered if anyone could briefly outline what happens and how it works in practice?
Is it a legal issue so my client approaches a legal firm to make the claim? Just interested to know how to get the ball rolling and how it all normally proceeds?
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As you say, it is a legal issue and the first step is to find a a solicitor experienced this type of work and take it from there.