A&A accounts: no work chargeable before advice and assistance is granted

Work undertaken before advice and assistance is granted is not chargeable.

You cannot charge for any time spent:

  • Obtaining information from an client about eligibility.
  • Assessing financial eligibility.
  • Obtaining evidence of disposable income or capital.
  • Completing an advice and assistance application.
  • Travelling to meet a client with a view to granting advice and assistance.

 

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