The Adviser Probate Academy is an online hub for advisers to learn, develop and network.

Developed by a team of legal and probate specialists at APS Legal & Associates, the Academy has utilised the strength of the SimplyBiz Group to offer an extensive and specific platform through which advisers can explore, understand and offer probate services directly to their client base and beyond.

The Academy offers a community of impartial advice and support. Its core focus is supporting advisers who provide, or wish to provide, probate services as a part of their holistic proposition.

The Academy offers a range of support and material designed to help you approach prospective clients and enhance the way in which you work with existing clients when it comes to the often sensitive subject of post client death financial planning.

 

In this section:

  • Probate Explained
  • Probate and Your Clients
  • Probate Legislation and Regulation
  • Probate and Other Financial Products

Knowledge Centre

Everything you need to know about probate - from how you can assist your clients with their probate needs to how probate ties in with other financial services.

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In this section:

  • Offer Probate to your clients
  • Other Later Life Planning Qualifications

Training Courses and Qualifications

Train to offer probate directly to your clients plus other later life planning courses and qualifications available to financial advisers.

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In this section:

  • Events
  • Webinars
  • Videos

Events, Webinars and Videos

Check out the latest events surrounding probate, attend webinars and watch our videos.

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In this section:

  • Our News
  • Industry News & Research
  • LinkedIn Forum
  • Adviser Hive

News and Views

Keeping you in touch and up to date with probate and industry news and other advisers offering probate.

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Our Partners

The Adviser Probate Academy was launched by The SimplyBiz Group to educate and support SimplyBiz Group advisers with regards to their clients' probate requirements. Since then, it has grown and developed to offer support to the wider adviser community, regardless of their current support service provider or network. We believe probate is such an important area for the financial well being of clients and their families that we have made the Academy available free of charge to all advisers throughout the sector.

The Adviser Probate Academy is sponsored by our partners as a way of contributing to the education available to advisers on probate and later life planning.

And our partners within The SimplyBiz Group:

The Adviser Probate Academy is fortunate to have such a varied mix of partners and values the support they offer through online content and other channels. Each of our partners has their logo on our website, which you can click on to find out more about them and their offerings.

Latest News

Accountants attack banks and insurers over probate "discrimination"

  February 11, 2016

The Institute of Chartered Accountants in England and Wales (ICAEW) has accused banks, insurance companies and others of discriminating against accountants providing probate services, in favour of solicitors.

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Scottish Succession Bill extinguishes ex-spouses' claims on estate

  February 01, 2016

The Succession (Scotland) Bill 2016 has had its third reading in the Scottish Parliament. 
Among other provisions, the Bill excludes an ex-spouse or civil partner from inheriting under a will that was made before the divorce or dissolution. It also cancels the appointment of the former spouse as trustee, executor or guardian. The only exception is where the deceased's will explicitly states otherwise.

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Insurer LV= enters legal market with fixed fee offering

  January 04, 2016

One of the UK’s biggest insurance firms has announced its immediate entry into the legal services market.

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Banks raise limits on releasing funds without probate

  December 23, 2015

Some leading UK banks have recently announced that they are increasing the amount of funds they will release from accounts of deceased customers without evidence of Grant of Probate.

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