Latest news
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.
Update on probate delays: Government call for evidence
- 31 Jan 2024
The UK Government’s Justice Select Committee wanted to hear from professional and individual users about their experiences of applying for probate and using the Probate Registry. Find out our response after including feedback from affected users on their experiences.
Client satisfaction: do you really know what your clients think?
- 25 Jan 2024
Client feedback helps you improve your services, pick up any problems early, and build stronger relationships. Good reviews and referrals from satisfied clients can also support you in growing your business. We talk to some ICAEW probate accredited firms about the different ways they obtain feedback, and how they use it.
Probate update from our meeting with HMCTS
- 10 Jan 2024
We attended our regular probate service user group meeting with His Majesty's Courts and Tribunals Service (HMCTS) in December. We share updates from HMCTS on a range of topics including current service levels, responses to your feedback and IHT forms.
Why choose an accountant for probate services?
- 06 Dec 2023
ICAEW has been regulating accountancy firms offering non-contentious probate services for almost a decade. Yet, many people still don’t realise they can turn to probate-accredited accountants to administer an estate and apply for the grant of probate.
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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