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Latest Probate News

Probate News is a regulatory update produced by ICAEW's professional standards team. Here you’ll find the latest probate technical guidance and best practice information. We email the firm’s probate compliance partner or head of legal practice when a new issue of Probate News is available.

Announcements

LeO Mythbusters article - beneficiaries

Legal Ombudsman 29-10-2020

The Legal Services Ombudsman has published a Mythbusters feature on beneficiaries. The article looks more closely at beneficiaries: who they are, how they fit into the complaints process, and how LeO investigate these complaints.

Transparency: Room for improvement?

25-09-2020

We published our Best Practice Guide to Price and Service Transparency in June 2020 and will review take-up of the Guide this autumn.

Fee consultation reminder

20-08-2020

Just a reminder that our 2020 fee consultation is open. The closing date for responses is 31 August.

Video - witnessed wills to be made legal

27-07-2020

The Government is to legalise the remote witnessing of wills in England and Wales – making it easier for people to record their final wishes during the coronavirus pandemic.

Latest issues of Probate News

Probate News 14 - October 2020

13-10-2020

This issue contains an update on the probate applications process, information on the 2021 probate diversity survey and helpful tips on how to avoid common client complaints.

Probate News 13 - July 2020

16-07-2020

Issue 13 contains an update on guidance for banks, new FAQs from HM Courts and Tribunals Service and a reminder to prepare early for your personal indemnity insurance renewal.

Probate News 12 - March 2020

31-03-2020

This issue includes an update on online applications from HMCTS, new forms to replace the Statement of Truth and information on the best ways to contact us during the Coronavirus outbreak.

Probate News 11 - October 2019

29-10-2019

This issue provides an update on the Government’s proposed probate fee increase, an update from HM Courts and Tribunals Service on recent delays and Brexit resources.

Probate News 10 - July 2019

24-07-2019

Read this issue to find out the results of the 2019 probate diversity survey and for the latest regulatory updates.

Probate News 9 - April 2019

04-04-2019

In this issue, we highlight a temporary process which is in place for probate and remind our firms of the upcoming final deadlines for the probate diversity survey.

Probate News 8 - March 2019

07-03-2019

Welcome to probate news issue 8, where we confirm the result of ICAEW’s application to register firms for a further five reserved legal services.

Probate News 7 - February 2019

13-02-2019

Welcome to probate news 7 where we launch a new consultation on our best practice guide to price and service transparency, highlight further resources for the 2019 probate diversity survey and provide links to key news and resources from around ICAEW.

Probate News 6 - November 2018

16-11-2018

In this issue, we launch more new resources to support you and your clients, new guidance on deed transactions, updates to the engagement letter helpsheet and information ahead of the probate diversity survey.

Probate News 5 - May 2018

01-05-2018

In this issue, we launch new resources to support our probate firms including new FAQs and the ICAEW accredited for probate logo, highlight new research – Diversity and the accountancy profession and ask for your feedback on the funding of ICAEW probate related activities.

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Articles

Marketing your services: Are you covering the basics?

13-12-2019

It may sound obvious, but we find a surprising number of firms do not publicise the probate and estate administration services they provide on their websites. We strongly recommend separating out these services to help increase awareness that you can help with probate.