Welcome to Probate News 1, your update containing the latest technical guidance and best practice advice. In this issue access: research into the effectiveness of client care letters, ICAEW's application to regulate further legal services and a SWAT webinar covering the application process and benefits of obtaining a licence.

Page last updated

14 July 2017

 

The effectiveness of client care letters

ICAEW along with other legal regulators have published the findings of jointly commissioned research into the effectiveness of legal services client care letters (engagement letters). The research identified eight key principles which should be considered when preparing client care letters.

• Access the research results.

Application to regulate further reserved legal services

Our application to become an approved regulator and licensing authority for further reserved activities has been submitted to the Legal Services Board (LSB). The LSB is now reviewing our application and we hope to hear the outcome by March 2017.

• Find out more and register your interest.

New probate resources

Access articles, helpsheets and guidance including:

• ethical considerations for probate practitioners; and
• manage the quality and risk of your probate and estate administration work – guidance collated from our monitoring visits to date.

Regulation: what you need to know - SWAT webinar

This webinar recording covers the application process and benefits of obtaining a licence.

This session was filmed at the ICAEW Tomorrow’s Practice: Today conference in May 2016 (session: Probate: Making the most of the opportunity).

To view the webinar, you will need to register on the SWAT website and add it to the basket.

Firm structure changes: a reminder

Don’t forget to tell us of any changes within 10 business days.

• Access your guide to maintaining your firm record with ICAEW.