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Ethical considerations for probate practitioners

Technical helpsheet outlining ethical considerations for members with an ICAEW probate licence acting in a professional capacity as a probate practitioner.

Issued: January 2016
Last reviewed: January 2020

This helpsheet is intended for members with an ICAEW probate licence acting in a professional rather than a personal capacity herein after referred to as the probate practitioner. This guidance should be read in conjunction with the guidance on Accountants and legal services. Working for no fee, gain or reward in a personal capacity as an executor is permissible without a legal services authorisation.