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Head to head: accountants doing probate

As the one-year anniversary of the first accountancy firm being granted a probate license approaches, accountant Barry Jefferd and solicitor Lloyd Junor debate the effects of the change

17 September 2015

 

 

 


Barry Jefferd, accountant, George Hay

 

In November 2014, George Hay became one of the first firms in the country to be authorised by the Institute of Chartered Accountants in England and Wales (ICAEW) to offer non-contentious probate services.

I was delighted by this new opportunity. For many years our team at George Hay had either acted as executors where clients had appointed them, or assisted our clients with estate administration. However we always had the gap of not being allowed to apply for probate itself, so we used to do the work and then pass to a solicitor to submit.

We believe that probate and estate administration are a natural fit for a firm of accountants.

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