2025 probate fees consultation
- 15 Jul 2024
Recognising inflationary pressures and to continue to deliver our ongoing programme of activity to fulfil these objectives and those of the Legal Services Act, we propose no change to 2025 probate registration fees for firms with 5 or fewer principals, and a 3% increase for all other firms.
Reserved Legal Services 2024-26 Regulatory Plan
- 09 Jul 2024
Our 2024-2026 Reserved Legal Services Plan describes our strategic and operational approach – what ICAEW does in relation to the regulation of reserved legal services – and how this aligns with the best interest of the consumer, our values, work with the LSB and our statutory duties
Support for probate practitioners dealing with banks
- 06 Aug 2024
ICAEW is engaging with UK Finance to help build awareness among UK financial institutions of ICAEW Chartered Accountants providing probate services. Find out what actions are being taken and what resources are being put in place.
A report from the HMCTS Probate Service User Group
- 13 Jun 2024
Rachel Clements, ICAEW Regulatory Policy Manager, shares an update from her visit to HMCTS’ Newcastle office to attend the regular user group meeting.
ICAEW in partnership to research the impact of digital exclusion
- 02 May 2024
ICAEW's Professional Standards Department is working with M.E.L. Research and other legal regulatory bodies to identify challenges faced by those with little or no access to digital information for legal and probate services. This research will help us support them in overcoming barriers to information they need for making informed decisions.
Keeping clients informed about costs
- 01 Jul 2024
The Legal Ombudsman (LeO) updated its guidance earlier this year to help firms understand its view on good costs service.
CPD opportunity
Webinar: Legal services regulatory update
- Link
- 03 Sep 2024
Register to hear about the most common findings from recent monitoring reviews and for an update on the regulatory landscape. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.
Consumer resources
A guide for lay executors
- 06 Aug 2024
Welcome to our consumer guide to help you navigate the probate process if you’ve been named as an executor in a will. This guide will help you answer some common questions about your responsibilities and the probate process.
A guide for beneficiaries
- 06 Aug 2024
Welcome to our consumer guide to help you navigate the probate process if you’ve been named as a beneficiary in a will. This guide will help you answer some common questions about the probate process.
Glossary of legal terms used in probate
- 06 Aug 2024
On this page, you will find a list of legal terms you most likely will encounter during the probate process.
Bishop Fleming: listening to clients
- 04 Apr 2024
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.
Upcoming regulatory changes
Consultation feedback on proposed changes to the 'Professional Behaviour' provisions in the ICAEW Code of Ethics
- 11 Jul 2024
ICAEW recently consulted on proposed changes to the fundamental principle of professional behaviour. Find what feedback we received that showed that many of the respondents were in favour of the intent of the revisions to the Code, but that some of the precise wording needed refinement.
Upcoming changes to PII Regulations: FAQs
- 02 Jul 2024
After reviewing the existing PII Regulations and consulting on a range of proposals, ICAEW is making some changes to its requirements. We have set out responses to some FAQs below to help you understand the changes and assess whether you will need to make changes to your firm’s professional indemnity insurance.
Keep updated
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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 moreReshaping Legal Services
A sector-wide strategy from the Legal Services Board (LSB)
View the documentSupport for probate accredited firms
Practical guidance for probate practitioners, including the latest regulatory updates, helpsheets, and compliance information.
See more