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Do you refer to fellow accountants

Probate and Estate Planning referrals

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As an ICAEW probate licence holder I am interested to know whether accountants work with/ refer to an accountant licence holder either in respect of pre-death estate planning or post-death probate and estate administration. My experience to date suggests that those accountants without a licence must have already made arrangements (perhaps with solicitors) or ignore the possibilities of working with a licence holder, or perhaps they are too busy.

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By In a Daze
14th Jun 2019 00:12

To be honest i don't touch anything to do with Probate or Trusts i generally advise them to seek the advice of a solicitor.

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By Tomazaan
18th Jun 2019 12:06

I am a member of both the CIOT and STEP and am not a licenced probate practitioner. I help out with IHT forms and Estate admin (such as preparing tax returns and accounts) for clients and refer the reserved work to others. I work closely with an ICAEW probate licence holder as I think that they are better value than lawyers. They also seem happier at co-operating with me to get the best outcome for the client.

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