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.
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.
From day one, we’ve taken client feedback from our probate service line seriously.
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.
Sole practitioner Huw Roberts: Building a probate practice
Authorisation for probate has changed the nature of Huw Roberts’s business.
Build recognition of your firm as a probate practice in your local community.
It was something we could use to differentiate ourselves.
Curo Chartered Accountants: Tax talks
Personal tax work is a base for moving into probate, the West Midlands firm found.
Ward Williams: Client choice
Offering different levels of service is helping Ward Williams build its probate work.
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.
In 10 years, accountants should have this market sewn up.
Raffingers: Thinking ahead
Firms taking on probate services need to be planning for long-term growth.
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
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.