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Probate success stories

ICAEW probate-accredited firms explain how they are making a success in this growing area.

Protecting consumers and building public trust

Research from the Legal Services Consumer Panel shows that consumers benefit from a range of choices when seeking services like probate. These case studies reveal how our firms promote this service, fostering trust and confidence in the accounting profession. Find out how they leverage their accounting expertise to methodically address clients' needs for probate services during challenging times, both professionally and personally.

Griffin Stone Moscrop & Co: finding synergy

For Griffin Stone Moscrop & Co, becoming probate accredited was a way of ensuring clients had access to a full suite of services.

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Because we understand the clients, their family dynamics, and their financial affairs, we can offer the right support and guidance – especially at a time that could be quite difficult on a personal level for our clients.

Jenny Tolmie, Partner and Head of Legal Practice at GSM&Co.

From day one, we’ve taken client feedback from our probate service line seriously.

Alex Robins, Partner and Head of Trusts and Probate

Bishop Fleming: listening to clients

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.

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Sole practitioner Huw Roberts: Building a probate practice

Authorisation for probate has changed the nature of Huw Roberts’s business.

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Build recognition of your firm as a probate practice in your local community.

Huw Roberts, sole practitioner

It was something we could use to differentiate ourselves.

Julia Gallagher, Head of Tax, Curo

Curo Chartered Accountants: Tax talks

Personal tax work is a base for moving into probate, the West Midlands firm found.

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Ward Williams: Client choice

Offering different levels of service is helping Ward Williams build its probate work.

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We have much of the financial and historical information on our files. This takes away a lot of the workload from the family at a time of stress.

Malcolm McKinnell, Ward Williams

In 10 years, accountants should have this market sewn up.

Paul Dell, Raffingers

Raffingers: Thinking ahead

Firms taking on probate services need to be planning for long-term growth.

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Kreston Reeves: Early adopters and client case studies

One of the first firms to be licenced by ICAEW explain their approach and future targets after becoming licensed by ICAEW to undertake non-contentious probate work in November 2014

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This work is a natural extension of our private client tax and wealth management service. We can actively market this throughout our client base and the local community. This will become a core service in the future.

Mike Dyer, Kreston Reeves

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.

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Probate news

Keep updated with the latest Probate news

Latest probate news Previous issues
Support for probate accredited firms

Practical guidance for probate practitioners, including the latest regulatory updates, helpsheets, and compliance information.

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Regulatory and conduct news

All the latest on: AML, audit, DPB, insolvency, licensed practitioners, practice assurance and probate.

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Reshaping Legal Services

A sector-wide strategy from the Legal Services Board (LSB)

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