Disengagement Letter Template Download

It is a formal notice sent by a professional to confirm the termination of their appointment to act for a client. It outlines what work has been completed  and transfers the responsibility of future statutory deadlines back to the client.

This template states that you will make client records available in accordance with professional obligations, but reserves your right to withhold your own working papers and calculations until your outstanding fees are settled in full.

The letter clarifies that you will retain copies of certain records and working papers for a minimum of six years to comply with legal and regulatory obligations , such as the Proceeds of Crime Act 2002.

The template includes a built-in Authority to Disclose Information form. The client must sign this to authorize you to share their records and respond to enquiries from their new adviser.

The document warns the client that if original records are not collected within six months of the letter’s date, you reserve the right to securely destroy them without further notice.