This article on AccountancyAge.com states the case very articulately as to why Accountants are better placed than solicitors for dealing with non-contentious probate cases.
Don’t want to get authorised for probate yourself?
You don’t need to.
There are many firms of Accountants who are not intending to get authorised for probate work because they do not anticipate sufficient demand from their clients to make it worthwhile or it doesn’t fit in with their current business strategy.
Those Accountants are unlikely to want to pass their clients over to a competitor firm of Accountants. This is where we can help.
Clarke Bell is authorised by the ICAEW to carry out the reserved legal activity of non-contentious probate in England and Wales. Our history is with liquidating solvent and insolvent companies, so we are used to dealing with assets and liabilities in cases. (We don’t offer general accountancy services.)
So, if you are not authorised yourself, we can work with you to ensure your clients get a professional, affordable and speedy probate service.
By working together, we would ask you to deal with the tax matters (as we do with our Members’ Voluntary Liquidation service). You would charge your client a fee for this work and would be able to ensure that your client’s tax planning strategy can be carried out in the way you and they intended – without the intervention of a solicitor / bank.
If you do not want to deal with the IHT, that’s fine. We can still work with you to help your clients.
For more details
Call Clarke Bell on 0161 907 4044 or email firstname.lastname@example.org