As part of our commitment to help small and medium sized practices broaden the range of services they provide clients, we are pleased to be able to offer you the opportunity to become authorised to undertake non-contentious probate work.
We have partnered with Kaplan Altior, which is providing a cost effective online training and examination solution. During 2018 a number of members have already become authorised and early feedback suggests this is already making a tangible difference to relationships with some clients.
Kaplan Altior's tailored solution for ACCA members costs just £550 (+VAT) per person for the online training and £215 (+VAT) per person for assessment and is open to anyone who holds an ACCA practising certificate. The next round of training and assessment takes place as follows:
Training: 6 x 2-hour sessions (10am-12pm) 5 March, 7 March, 12 March, 14 March, 19 March, 21 March
Assessment: 4 April 2019.
The comprehensive training will cover all the key aspects of probate, including: 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; and estate accounts.
Free support If you are looking for support on how to integrate probate into your practice, request our free probate factsheets by emailing firstname.lastname@example.org, including in the subject line 'probate factsheets'.