Are you providing effective estate planning advice to business clients?
New training opportunity: 2 day Estate Planning Course for Business Clients Dates: 14th/15th October — 10 CPD hours *FULLY BOOKED* 9th /10th December — 10 CPD hours Tutor: Mike Smith The importance of will writing and exit strategy is increasingly underplayed and treated with negligence across the UK, which is understandable. Death and exiting strategy […]
Accountants may face disciplinary action for managing estates without a probate licence
New guidance issued by the Institute of Chartered Accountants in England and Wales (ICAEW), on 1st August, could see accountants facing disciplinary action if they manage estates on behalf of clients without being licensed or authorised. As probate itself is a reserved activity, as defined by the Legal Services Act 2007, firms carrying out probate […]