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Probate and Alternative Business Structures

ICAEW is now an approved regulator and licensing authority for probate services. This allows ICAEW Chartered Accountants to be accredited to offer probate services to consumers. There is also the opportunity for ICAEW firms to set up alternative business structures (ABSs). This section explains how your firm can apply, the qualification criteria and which firms are already registered.

How to apply and application forms

Find out how to become accredited for probate work.

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How to apply and application forms

ICAEW is now accepting applications for authorisation and licensing in accordance with the Probate Regulations.

Qualification criteria

Find out which route to apply through and what you need to do to become eligible.

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Probate regulations

Firms accredited for probate by ICAEW are required to comply with these regulations.

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Reserved legal services

The Legal Services Act 2007 opens up new opportunities for ICAEW Chartered Accountants by: allowing new business structures between lawyers, accountants and other professionals (such as IFAs); and allowing accountants to provide reserved legal services which were previously restricted to lawyers. The Legal Services Board (LSB) has recommended that ICAEW should be a regulator of probate services and a licensing authority for Alternative Business Structures (ABS). In making this recommendation, the LSB has recognised that consumers can receive legal services from appropriately regulated ICAEW Chartered Accountants that are of equal quality to traditional providers.

CPD for probate

Read the guidance and view Q&As on continuing professional development (CPD).

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CPD for probate

Continuing professional development (CPD) is the process of tracking and documenting the skills, knowledge and experience that you gain both formally and informally as you work, beyond any initial training. It's a record of what you experience, learn and then apply.

CPD Q&A

Answers to popular questions on CPD for Probate.

Probate compensation scheme regulations

This scheme is a requirement of the Legal Services Act 2007.

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Probate compensation scheme regulations

ICAEW has established a Probate Compensation Scheme to accord with the requirements of the Legal Services Act 2007.

Practice Assurance for probate

Practice Assurance is a requirement for firms accredited for probate.

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ICAEW's Practice Assurance scheme

It's a requirement of the Probate Regulations that firms accredited for probate be subject to the Practice Assurance scheme. The scheme provides a framework of quality assurance principles, and offers practice support and advice, together with monitoring visits.

Diversity data collection

Information on how to collect and publish data on diversity.

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Diversity data collection

The Legal Services Act 2007 includes a specific regulatory objective to 'encourage a strong, independent, diverse and effective legal profession' within firms supplying reserved legal services such as probate.

Legends

Guidance on legends for accredited firms.

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Legends

Guidance on the use of legends for firms carrying out probate work.

Register of ICAEW accredited probate firms

Find out which firms are accredited by ICAEW to offer probate services.

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Probate case studies

Find out how the probate accreditation is helping firms.

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Kreston Reeves case study

Kreston Reeves became licensed by ICAEW to undertake non-contentious probate work in November 2014.