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ACCA to Start Authorising Members for Probate

By Jo Parker

ICAEW have been authorising individuals and accountancy firms to carry out non-contentious probate work for clients for some time now and the ACCA is now able to offer the same authorisation to their members and member firms. A member holding a practising certificate and having completed a relevant course and assessment in probate will be eligible to apply to register as an authorised legal activities individual (ALAI). SWAT’s Certificate in Probate and Estate Administration provides the training required to apply for authorisation for probate and ACCA have confirmed that they will accept those who have passed the SWAT programme. We are running our probate course and assessment throughout 2018 (click for details).

Members are not eligible to undertake probate work through ACCA unless the firm(s) in which they practise hold a Firm’s Legal Activities Certificate (FLAC) from ACCA. There is no fee to register as an ALAI but there is a fee for a FLAC in 2018 of £250 per ALAI.

The ACCA website provides some more information for anyone interested in this area.

For more information on how SWAT can support your practice with probate, please click here or call us on 0845 450 5555*.


April 2018 


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.