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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.

Probate Workshop

On 23 May learn about the opportunity for chartered accountants to offer probate services.

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Probate Workshop

Supplement your CPD by attending the Tomorrow’s Practice: Today workshop to learn about the opportunity for chartered accountants to offer probate services to generate new income and add value to client relationships.

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

If your firm would like to apply to become an accredited firm for probate, please read the following guidance and complete the application forms below.

Probate and Compensation Scheme Regulations

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

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Diversity data collection

Access the March 2017 survey results.

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Diversity data collection

All firms accredited to perform the reserved legal service of probate are required to collect, report and publish diversity data about their employees.

Letters of engagement

A guide to the compulsory information you must include.

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Letters of engagement

Firms authorised or licensed to carry out probate services must make their clients aware of the complaints process. We recommend this information is included in engagement letters for both legal and non-legal services provided by the licensed firm.

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.

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.

Legends

Guidance on legends for accredited firms.

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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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