Griffin Stone Moscrop & Co: finding synergy
For Griffin Stone Moscrop & Co, becoming probate accredited was a way of ensuring clients had access to a full suite of services.
Because we understand the clients, their family dynamics, and their financial affairs, we can offer the right support and guidance – especially at a time that could be quite difficult on a personal level for our clients.
From day one, we’ve taken client feedback from our probate service line seriously.
Bishop Fleming: listening to clients
Bishop Fleming is committed to listening to client feedback across all its service lines. In this case study showing how ICAEW probate-accredited firms gauge client satisfaction, Alex Robins, Partner and Head of Trusts and Probate, and Paul Seymour, Chief Marketing Officer, share their insights.
Sole practitioner Huw Roberts: Building a probate practice
Authorisation for probate has changed the nature of Huw Roberts’s business.
Build recognition of your firm as a probate practice in your local community.
It was something we could use to differentiate ourselves.
Curo Chartered Accountants: Tax talks
Personal tax work is a base for moving into probate, the West Midlands firm found.
Ward Williams: Client choice
Offering different levels of service is helping Ward Williams build its probate work.
We have much of the financial and historical information on our files. This takes away a lot of the workload from the family at a time of stress.
In 10 years, accountants should have this market sewn up.
Raffingers: Thinking ahead
Firms taking on probate services need to be planning for long-term growth.
Kreston Reeves: Early adopters and client case studies
One of the first firms to be licenced by ICAEW explain their approach and future targets after becoming licensed by ICAEW to undertake non-contentious probate work in November 2014
This work is a natural extension of our private client tax and wealth management service. We can actively market this throughout our client base and the local community. This will become a core service in the future.
Further resources
ICAEW as a probate regulator
Find out more about our responsibilities as a probate regulator and the future of the legal services regulated area.
Find out moreSupport for probate accredited firms
Practical guidance for probate practitioners, including the latest regulatory updates, helpsheets, and compliance information.
See more
Regulatory and conduct news
All the latest on: AML, audit, DPB, insolvency, licensed practitioners, practice assurance and probate.
See latestReshaping Legal Services
A sector-wide strategy from the Legal Services Board (LSB)
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