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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Executors potential for the accountant in practice

Date: 1 July 2014 13:30

Type: Tax

Organiser: Tyne and Wear

This course is for anyone who wants to offer the complete service to clients by offering to be their executor. It is not aimed at solicitors but the accountant with a reasonable understanding of the various taxes who is looking to expand their “offering” to clients. Attendance on the course does not count towards the training required by the ICAEW to become an “Authorised” individual for probate work.

Content will include

  • Introduction and the opportunities – What are the ICAEW rules regarding licencing firms and how would you set out about becoming an Authorised Individual under their Probate Regulations
  • Why should your firm look to offer these services
  •  Who can be an executor and how far you can go – including when you should involve  solicitors
  • Why have wills and, as a professional executor, what should we look out for?
  • Planning points illustrated with practical examples
  • Getting the right structures – Will and lifetime planning using trusts
  • Thinking about what planning executors can do post death
  • The use of alternative structures instead of trusts to achieve similar results
  • Thinking “outside the box” to achieve results
  • The six stages of probate – a brief introduction to demystify the process to see if it is something that you feel your firm should offer.

Please note this course is an introductory course – it is to look at what is involved and why you should undertake this work – the course does not specifically count towards the training needed to satisfy the ICAEW that you have the competency to become an Authorised Individual – the course will outline how you may go on to achieve this.


Rate Cost
Online booking £84.00 inc vat
Retired/not employed online booking £42.00 inc vat
Postal booking £90.00 inc vat
Retired/not employed postal booking £45.00 inc vat

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Ramside Hall Hotel

Ramside Hall Hotel,

Tel No: 0191 386 5282


Bob Trunchion

Bob Trunchion

Bob qualified in the audit department of a big four firm, and soon after moved to their Corporation Tax Department. His move to MacIntyre Hudson in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax.

As well as advising clients on a consultancy basis, he is deeply involved in tax training, Bob has appeared on national radio and television talking about IHT.

He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital taxes planning, trusts and share valuation work. Bob is also a specialist in a number of industries or niches such as farmers and the medical profession.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.