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Alternative revenue streams

Discover some of the options available to diversify your revenue streams and grow your business.

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Probate

Probate: another string to your bow
  • Article
  • 01 Feb 2021
2 February 2021: Sole practitioner Vanessa Longley aims to increase her wills and probate workload to 70% of her revenue. What is driving this decision, and might it be a mindset other practitioners could adopt?
The benefits of probate accreditation
  • No content type
  • 16 Oct 2018
This section looks at the opportunity probate presents and what you should consider before applying.
How to apply and application forms
  • Helpsheets and support
  • 03 Jan 2019
This section explains the benefits and how your firm can become a probate accredited firm.
Apply to become an authorised individual for Probate
  • Helpsheets and support
  • 22 Dec 2023
Guidance for ICAEW members and non-members, including overseas individuals, who wish to apply to become authorised to undertake probate work on behalf of an accredited probate firm.
Make the most of a probate licence
  • No content type
  • 18 Oct 2018
Boost your probate services with marketing resources from ICAEW.
Probate resources
  • Listing
  • 10 Feb 2023
There is a wide range of useful resources available for our ICAEW probate accredited firms.
Letters of engagement
  • Helpsheets and support
  • 04 Dec 2023
Firms authorised or licensed to carry out probate services must make their clients aware of the compensation arrangements and complaints process.
Probate FAQs
  • Helpsheets and support
  • 21 Dec 2023
Frequently asked questions about probate.
View all our support for probate accredited firms

DPB Investment Business Licence

Designated Professional Body (Investment Business) licence
  • Regulations
  • 14 Jul 2021
Find out how you can enhance the services you already offer your clients with a Designated Professional Body (Investment Business) licence. This section explains what regulated investment business is, who is regulated, and how your firm can apply for a DPB (Investment Business) licence.
Exclusive DPB compliance review
  • Helpsheets and support
  • 01 Jul 2022
This helpsheet provides a checklist of matters firms need to address when they conduct an annual compliance review in accordance with ICAEW’s DPB (Investment Business) Handbook for licensed firms.
DPB (Investment Business) FAQs
  • Helpsheets and support
  • 21 Dec 2023
Frequently asked questions on DPB (Investment Business).

Personal financial planning and other streams

Eyes wide open - directorship pitfalls
  • Article
  • 29 Jun 2023
Mark McLaughlin, from the Bloomsbury Accounting and Tax Service, highlights the salutary tale of an accountant who accepted the role of company director in another individual’s business but later regretted it.
Acting as a trustee
  • Regulations
  • 01 Nov 2015
The basic principles to follow when acting as a trustee.
Accountants and legal services
  • Regulations
  • 01 Sep 2018
Guidance on those areas that may require a lawyer to be engaged.
Join the Personal Financial Planning Community

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