Keeping members informed of developments as we explore opportunities for members to provide a broader range of services that meet the regulatory objectives of the Legal Services Act 2007.
We have been an approved regulator for the reserved legal activity of probate since 2009 and our regulatory arrangements for probate were approved by the Legal Services Board (LSB) effective 18 January 2018. This will provide members in practice in the UK with the opportunity to participate in the legal services market in England and Wales.
Read about the journey towards probate approval below and learn what our next steps are.
In August 2017, ACCA invited members in practice, consumers in the legal services market, and other interested parties to comment on its draft application to gain approval of new regulatory arrangements for probate activities. The external consultation was launched on 29 August 2017, and was open until 9 October 2017.
Application to Legal Services Board
ACCA compiled an application which provided a comprehensive overview of our regulatory framework and processes, including aspects relevant to probate activities. It explained how we aim to authorise individuals and firms to carry out probate work and the regulatory and disciplinary procedures necessary to meet the requirements of the Legal Services Act 2007 and the Legal Services Board (LSB).
After considering the feedback gained in this consultation period, ACCA submitted its final application to the LSB on 23 October 2017, gaining formal approval in January 2018.
We are now working towards implementing the regulatory arrangements for probate.
Legal Activities Regulations 2018
The new Legal Activities Regulations 2018 have been published in the 2018 ACCA Rulebook. The new regulations came into force on 1 March 2018 and are available here.
ACCA has made available updated versions of the Probate factsheets. The suite of factsheets starts with ‘what to do when someone dies’, with others in the suite looking at administration of estates, taxation, calculations, forms required and distributions to beneficiaries.
The Probate Factsheets are available by request and will be free to practitioners who email email@example.com. Please include your membership number, firm and ‘probate factsheets’ in the subject line. Members undertaking work in a personal capacity can obtain extracts from the factsheets and should include their name, membership number and ‘probate factsheets extracts’ in the subject line.
ACCA gains Probate approval - effective 18 January 2018
The Legal Services Board's approval enables ACCA to authorise individuals and firms to undertake probate work.