A complete template pack to help accountants, bookkeepers, and tax agents prepare for business continuity and leadership handover in the event of incapacity or disruption. Includes a structured Contingency Plan with defined triggers, security protocols, caretaker roles, and compliance measures-alongside a ready-to-use Caretaker Engagement Letter for formal appointments. Customisable for solo practitioners, growing teams or firms with local and offshore teams, and aligned with the TPB Code of Conduct, ISO 9001:2015, and best-practice succession planning standards.

Supports business continuity, risk management, and regulatory compliance
Covers caretaker appointment, access protocols, and client communications
Designed for full or partial incapacity, remote teams, or emergency events
Includes dynamic placeholders and guidance for quick personalisation

Format: Editable Word (.docx)

Contingency Planning