Latest news
Legal Services Compensation Scheme review and consultation
- 11 Apr 2024
As an approved legal services regulator, ICAEW is required to have in place appropriate compensation arrangements (the Scheme) for the purposes of consumer protection. The Scheme has been in place since 2014. ICAEW has therefore undertaken a review and is now inviting you to respond to its assessment of the Scheme and a proposal to continue with the current format.
Griffin Stone Moscrop & Co: finding synergy
- 04 Apr 2024
For Griffin Stone Moscrop & Co, becoming probate accredited was a way of ensuring clients had access to a full suite of services.
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.
Clients’ money requirements: avoid these common mistakes
- 03 Apr 2024
ICAEW’s Clients’ Money Regulations are prescriptive and detailed, with the obvious objective of protecting clients’ money. Nevertheless, we find that a significant proportion of firms that hold clients’ money do not comply with one or more of the requirements. We have therefore highlighted some common areas that firms have problems with. Check through the list to ensure your firm is not making similar mistakes.
ICAEW rated green for well-led as a legal services regulator
- 12 Mar 2024
The results of the Legal Services Board (LSB)’s annual performance review have been published and ICAEW has been rated green for well-led by the LSB. The review covers the period October 2022 to May 2023, and is the first assessment under a new performance framework which came into force on 1 January 2023.
ICAEW Probate monitoring report 2023
- 07 Mar 2024
- PDF (1,423kb)
We completed 60 monitoring review visits with probate firms throughout 2023. Open the infographic to find out the results.
ICAEW Probate financial report 2023
- 06 Mar 2024
- PDF (549kb)
The latest probate financial report for 2023.
Get help and/or apply for Probate with HMCTS here
- 07 Feb 2024
HM Courts & Tribunals Service are temporarily changing their probate helpline hours from 14 Feb to 9-1pm, Monday to Friday.
Issues of Probate News e-newsletters
Probate News, Issue 23
- 05 Feb 2024
In this issue, alongside our headline stories, you can also find out about our recent meeting with HMCTS, check the complaints information you are publishing is correct and find reminders of key updates for probate firms via our refreshed news webpage.
Probate News, Issue 22
- 28 Jun 2023
In this issue, access our updated engagement letter helpsheet, see what's changed in the Legal Services Regulations, respond to our consultation on proposed probate fees for 2024 and read our review of the Mercia training course.
Probate News, Issue 21
- 08 Mar 2023
Highlights in this issue include valuable resources and key dates for this year’s Probate Diversity Survey, best practice when notifying potential creditors about deaths and updates to the CPD framework guidance. There is also an opportunity to apply for remunerated positions on our regulatory committees.
Probate News, Issue 20
- 22 Nov 2022
In Issue 20 of Probate News, we highlight a compliance issue our Quality Assurance Department is finding during monitoring reviews and provide information about the next probate diversity survey. We also highlight resources for probate firms.
Probate News, Issue 19
- 12 Aug 2022
The latest issue of Probate News includes an invitation to respond to our 2023 probate fees consultation, reminders of key guidance and resources such as a list of common inadvertent breaches of the Probate Regulations and an article that highlights the benefits of carrying out client satisfaction surveys.
Probate News, Issue 18
- 28 Jan 2022
In this issue of Probate News, we ask you to tell us if you are still experiencing problems opening clients’ money bank accounts, we highlight the most common issue seen by the Probate Committee and we also share some useful information from the Legal Services Ombudsman to help you as you comply with the updated Probate Regulations.
Probate News, Issue 17
- 09 Aug 2021
This issue contains two new consultations relating to changes to the Probate Regulations and requesting feedback on ICAEW’s reserved legal services strategy. It also contains an update from HMCTS on improvements to its online portal and information about transparency next steps.
Probate News, Issue 16
- 18 Mar 2021
Issue 16 of Probate news covers Probate accreditation, 2021 diversity survey, Best Practice Guide and more information on the HMCTS update.
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