Regulation

We are licensed and regulated by the Institute of Chartered Accountants in England and Wales

You're in safe hands

At Kings Court Trust, the families who entrust us to take care of their estate administration are always in safe hands. We are regulated by the Institute of Chartered Accountants in England and Wales (ICAEW), who are a licensing body for probate. Its role is to ensure client protection and the provision of a high-quality professional service to legal services customers. 

The ICAEW ensures the protection of customers by maintaining a code of conduct. They support us in offering a high-quality service, with a focus on client support and protection.  We believe that regulation is a positive force, and due to our relationship with the ICAEW, our clients have the benefits of working with a regulated legal services provider, including:

  • Our business is subject to the regulator’s monitoring procedures and reviews
  • We operate in accordance with the ICAEW probate regulations that promote best practice and client protection
  • Our clients have access to the free Legal Ombudsman scheme

Whilst estate administration has traditionally been seen as the remit of private client lawyers (solicitors, conveyancers and other legal professionals), we believe that the transfer of wealth and assets from one generation to the next has a significant overlap with the services provided by the accountancy sector.  It is our belief that working with the ICAEW helps us to develop our service and continue to build on the experience had by our clients and families. 

 

Code of conduct

We act in accordance with ICAEW's probate regulations and code of conduct. We also comply with the following principles:

  • Act with independence and integrity
  • Maintain high standards of work
  • Act in the best interests of our clients
  • Comply with our duty to the court
  • Deal with regulators and ombudsmen in an open and cooperative way
  • Promote equality of access and service

The ICAEW's probate regulations can be found here: www.icaew.com/regulation

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Client monies protected

Our primary focus is always to act in our clients’ best interests. Part of this obligation is to protect the money and assets we hold on behalf of our clients until they can be distributed to beneficiaries. We therefore maintain a separate bank account to hold all estate monies.

Our handling of this account is subject to the rules and audit processes of our regulator. Our client monies are independently audited by our regulator and auditors on an annual basis. 

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Regulated by choice

Estate administration providers are not required to be regulated. Therefore, we always recommend checking whether any other providers you may be considering are regulated so that the estate funds are protected no matter what.

We have chosen to be regulated to ensure our clients get the added security and protection that our regulator brings.

 

 

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Registered company

Kings Court Trust is licensed as an alternative business structure under the provisions of the Legal Services Act 2007.

Kings Court Trust Limited is registered in England and Wales under Companies House Registration Number 04508778.

The Managers of Kings Court Trust Limited are Simon Hancox, David Masterton, Vicki Wheelhouse FCA and Charlotte Toogood (an Authorised Person) TEP.

Complaints procedure

At Kings Court Trust, we pride ourselves on delivering the best service possible for our clients, so if our service falls short of your expectations and you would like to make a complaint about our service, please contact us in one of the following ways:
• by telephone on 0300 303 9000
• in writing to the Head of Legal Practice and Customer Relations Manager at Kings Court Trust Ltd, Spectrum House, Bond Street, Bristol, BS1 3LG
• via email complaints@kctrust.co.uk

We have a strict internal complaints process that we adhere to, whereby a comprehensive and impartial response to any complaint will be completed within 28 days from receipt. However, if you are still dissatisfied once we have concluded our final review, you may contact the Legal Ombudsman directly to ask that they consider the complaint further. The Legal Ombudsman regulates the service we provide to our customers and more information can be found on their website (www.legalombudsman.org.uk). A copy of our complaints procedure is available on request. 

Kings Court Trust is regulated by the Institute of Chartered Accountants in England and Wales (ICAEW). Our managers are Simon Hancox, David Masterton, Vicki Wheelhouse FCA and Charlotte Toogood (an Authorised Person) TEP.

ICAEW_Accredited for Probate_BLK-1
2019 & 2020 Probate Provider of the Year Winner
Clifton Black

Need to know more?

Our dedicated team of specialists are always here to help.

0300 303 9000

Monday - Friday: 9am - 5pm
 
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