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Probate - All Systems Go!

By Jane Mather

On 22 September 2014, the ICAEW opened up the applications for probate accreditation. 

If you are looking to apply and are eligible then you can download all the relevant forms and guidance information from the ICAEW website by clicking here >

How to become authorised for probate

It has recently been announced that any firm may apply to be accredited to carry out probate work by ICAEW (not just ICAEW members). This means that ACCA firms, CTA firms and AAT firms (to name a few) can apply to ICAEW to be accredited to perform probate work once they have authorised individuals in place. Find out more in our article here >

You can obtain authorisation by attending a suitable training course and passing an assessment. SWAT UK's Certificate in Probate and Estate Administration provides the required training and assessment to enable ICAEW members to become Authorised Individuals under the ICAEW Probate Regulations. Upon passing the assessment, this will then need to be submitted to ICAEW as part of a request for authorisation. 

Please note: For a firm to become eligible to be a licensed firm to carry out probate work, a principal in that firm must be an authorised individual as defined by regulations. You are strongly recommended to check the ICAEW Probate Regulations (click here) for further details. 

SWAT UK's Certificate in Probate and Estate Administration

Get authorised for probate with our Certificate in Probate and Estate Administration. We're running courses and assessment days throughout 2015 but hurry, spaces are limited! Click here to find out more and book online or call 0845 450 5555.

Alternatively, our webinar recording of the course is available to watch instantly online. It's available to watch right now, and you'll have 14 days (from the moment you press "play") to watch it, allowing you (and/or your staff) to watch it a a time and place that suits you. For more details and to order the recording, please click here or call our courses team on 0845 450 5555.

Don't forget you will also need to attend an assessment centre (and pass the assessment) in order to obtain your certificate. Click here to find out more >

SWAT UK's Certificate in Probate and Estate Administration 

September 2014 


This article is published with the understanding that SWAT UK Limited is not engaged in rendering legal or professional services. The material contained in this article neither purports, nor is intended to be, advice on any particular matter. This article is an aid and cannot be expected to replace professional judgment. SWAT UK accepts no responsibility or liability to any person in respect of anything done or omitted to be done by any such person in reliance, whether sole or partial, upon the whole or any part of the contents of this article.