19 November: 13:30-14:00
Workshop: Probate services - the how and the why
In this pre-recorded session Mercia's David Norris and ICAEW's Janet Hartnas look at how many firms are registered to provide probate services, how to go about getting a probate licence and how you might structure your firm once registered. There will then be an exploration of how firms might make the most of the licence to benefit their clients and link to a range of other opportunities.
David is a director of Mercia, responsible for their reviews, manuals and technical queries service lines at Mercia. He joined SWAT UK in 2000 as an audit lecturer and reviewer, having qualified as a Chartered Accountant with South West firm Thomas Westcott.
In 2014, David was appointed to the Board of SWAT UK as Training Director and is responsible for the content, delivery and development of courses throughout the country and over the web, before moving onto his current role when Mercia purchased SWAT UK in 2016. He still performs a large number of file review visits and lectures, mainly in the areas of audit, financial reporting and practice compliance.