Probate Practitioners Conference

This one day conference provides essential CPD and updates for accountants who offer probate services to their clients.

The topics covered are:

  • Trust Matters
  • QAD Feedback from Probate Reviews
  • Contentious Probate & Wills
  • Topical Update
  • CGT Reminders
  • Writing Clear and Concise Advice
CPD hours: 6

Loading events...

Full conference agenda


Chris Thorpe, Mercia Group Ltd

• Implied Trusts - key issues
• An update on Trust Registration Service and 5th anti-money laundering directive
• History of beneficial interests
• Proprietary Estoppel


Janet Hartas, ICAEW

Janet is a senior manager in the Quality Assurance Department at ICAEW. Her team carries out probate monitoring reviews to all accredited firms. In this session, Janet will explain the monitoring process and provide feedback from the many visits QAD has carried out in relation to probate.

In particular, the session will cover:

  • The monitoring process
  • Feedback from QAD’s 2018/19 probate visits
  • ICAEW resources for probate practitioners

Robert Horsey, Ashfords LLP

This two part session will provide delegates with an insight into the world of contentious probate, covering:

Contentious Probate

  • What happens in a contentious probate?
  • The warning signs that contentious probate might happen and what to do
  • What to do when faced with a Probate dispute

Kerry Morgan-Gould, Ashfords LLP

This two part session will provide delegates with an insight into the world of contentious probate, covering:

Wills

• What the typical issues/problems are with wills
• Things to look for which may make the will invalid


Chris Thorpe, Mercia Group Ltd

In this session Chris will explain some useful CGT and income tax tips for estates and trusts including post death variations.


Jane Mather, Mercia Group Ltd

This session will cover a review of what is changing in the non-tax probate world including:

• Statements of truth
• Online reporting
• Pricing transparency
• Regulatory reform
• Other topical issues


John Trimbos, Solicitor

Probate and similar work often involves explaining complex concepts and procedures to clients. Many clients are also in a state of distress and anxiety, which makes it even more important to make your business writing as reader-friendly as possible. This session will cover:

• Choosing the best structure for business documents
• Using readability tools like the Fog Index to ensure clarity
• A practical tour point action plan for editing documents to achieve a clear and effective style

Conference speakers


Janet is a senior manager in the Quality Assurance Department at ICAEW. Her team carries out probate monitoring reviews to all accredited firms. Janet has been involved in ICAEW’s application to licence ABSs since the beginning.


Robert is a Partner at Ashfords LLP and head of the Disputed Wills, Trusts and Estates Team. He advises private individuals, charities and trustees in relation to all matters arising out of contentious Wills, Trusts and Estates as well as advising on contentious Court of Protection matters. Robert is a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS) and has a Society of Trust and Estate Practitioners (STEP) Advanced Certificate in Trusts Disputes. He is recognised as a notable figure in the contentious trust and property litigation fields by both the Legal 500 and the Chambers UK Guide to the Legal Profession.


Jane is a lecturer and technical consultant at Mercia and SWAT, having joined SWAT from practice in 1998. Her work includes audit and various compliance reviews, and she has a particular interest in training and lecturing in the areas in which she specialises; Audit, Financial Reporting, Money Laundering and Probate. In addition, Jane updates Mercia’s Money Laundering and Probate Compliance and Methodology Products. Jane has also sat on the ICAEW Technical Advisory Committee.


Kerry is a Partner at Ashfords LLP in the Disputed Wills, Trusts and Estate Team. She advises private individuals, charities and trustees in relation to all matters arising out of contentious Wills, Trusts and Estates as well as advising on contentious Court of Protection matters. Kerry regularly delivers training on the latest developments in the sector and is an accomplished conference speaker. Kerry is also recognised by Legal 500 and is a full member of ACTAPS.


Chris joined Mercia in September 2017 from Haines Watts in Exeter where he was tax director. Having been Called to the Bar and worked as a primary school teacher he then qualified ATT and CTA at Grant Thornton, subsequently receiving Fellowship of CIOT and qualifying as a full member of the Society of Trust & Estate Practitioners. His particular specialisms remain the private client and farming sectors.

Chris lives in Exeter where he enjoys spending time with his two children as well as on the golf course and on his motorbike.


John Trimbos is a solicitor admitted in England and Wales, and is an Associate Member of the Chartered Institute of Personnel and Development. He started his professional life with the Treasury Solicitor’s Department, before moving to the private sector and then subsequently lectured at the Oxford Institute of Legal Practice. He has worked as a transactional lawyer and as an inhouse training manager. John runs highly practical workshops with lots of exercises and interactivity, and his clients appreciate the way that he deals with serious issues with wit and good humour. His work originally came from the legal sector, but he has since expanded into more areas, including accountancy.

One Day Conference