Heynes Kotze, Head of Legal, Chartered Institute for Business Accountants (CIBA) Heynes Kotze, Head of Legal, Chartered Institute for Business Accountants (CIBA)

Can CBAPs Act as Agent for an Executor? Read This Before You Say Yes

Think helping with a deceased estate is just “admin work”? Think again. A recent High Court ruling made it crystal clear: unless you're legally authorised, acting as an agent, even under a power of attorney, could land you in hot water. In this case a would-be estate assistant learned the hard way that titles don’t matter, but functions do. If you’re a CBAP or accounting pro, this is the case you need to know about.

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