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Tides of change

Probate accreditation of chartered accountants is the natural progression of professional services. It is not a one-way route to poorer standards, argues Lynne Rowland

11 May 2015

As a professionally qualified tax adviser (non-accountant) working in an accountancy firm, I can understand the concerns of many in the legal profession about non-lawyers being approved to undertake probate work.

What's interesting is that on the other hand, I have worked with chartered accountants who believe that, unless you have an ACA qualification, you cannot possibly interpret a set of accounts.

I see parallels between this view and some of the objections held by those in the legal profession, to others undertaking probate work.

The reality is that professional services are evolving and consumers expect more from their professional advisers. Compliance work is often commoditised so the unique selling point in a client's mind is the personal rapport they have with their accountant, tax adviser, IFA or lawyer.

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