Probate: training, support and regulations

You and your firm can be authorised to undertake non-contentious probate work

Training and assessment

The next course and assessment will take place on the following dates:

  • 6 x 2-hour sessions (10am-12pm) on 3 March, 5 March, 10 March, 12 March, 17 March and 19 March 2020
  • assessment: 1 April 2020

Both the tutored course and the assessment are online, allowing members to undertake at either their office or home.

Topics covered in the course include:

  • validity of wills
  • intestacy
  • analysis of a will
  • inheritance tax
  • obtaining a grant
  • oaths
  • IHT forms
  • duties/powers of PRs
  • administration of the estate
  • completing the administration
  • estate accounts

You can register for the course and assessment here.

Training and assessment

The next course and assessment will take place on the following dates:

.        Training 6 x 2 hour sessions (10am-12pm) 2 October, 4 October, 9 October, 11 October, 16 October, 18 October 2018.

.        Assessment 1 November 2018

 

Both the tutored course and the assessment are online allowing members to undertake both at their office or home.

Topics covered in the course include:

  • Validity of Wills
  • Intestacy
  • Analysis of a Will
  • Inheritance Tax
  • Obtaining a Grant
  • Oaths
  • IHT forms
  • Duties/ Powers of PRs
  • Administration of the estate
  • Completing the Administration
  • Estate Accounts

You can register for the course and assessment at https://altior.co.uk/public-training-programmes/course-directory/acca

 

Training and assessment

The next course and assessment will take place on the following dates:

.        Training 6 x 2 hour sessions (10am-12pm) 2 October, 4 October, 9 October, 11 October, 16 October, 18 October 2018.

.        Assessment 1 November 2018

 

Both the tutored course and the assessment are online allowing members to undertake both at their office or home.

Topics covered in the course include:

  • Validity of Wills
  • Intestacy
  • Analysis of a Will
  • Inheritance Tax
  • Obtaining a Grant
  • Oaths
  • IHT forms
  • Duties/ Powers of PRs
  • Administration of the estate
  • Completing the Administration
  • Estate Accounts

You can register for the course and assessment at https://altior.co.uk/public-training-programmes/course-directory/acca

 

Free support

Members can obtain free factsheets on request by emailing supportingpractitioners@accaglobal.com, including in the subject line 'probate factsheets'.

You can also listen to a recorded webinar, Understanding the probate process in the UK.

Regulatory arrangements for probate

Legal Activities Regulations 2018

The new Legal Activities Regulations 2018 have been published in the 2018 ACCA Rulebook. The regulations came into force on 1 March 2018.

Memorandum of Understanding and Operational Protocol with the Legal Ombudsman

ACCA has established a memorandum of understanding and an operational protocol with the Legal Ombudsman (LeO). This sets out how ACCA and the LeO will work together and share information on complaints.

Probate application process, forms and guidance

ACCA's probate registration procedures include links to forms and FAQs.

Find out more about the various certificates and licences you may need as a practising ACCA member.