LEVICKS PROBATE SERVICES

As required by the Institute of Chartered Accountants of England and Wales and as part of the firm’s accreditation to undertake Probate Services, we are required to undertake diversity monitoring which is carried out on an annual basis.

Staff were requested to provide diversity data on a voluntary basis in accordance with ICAEW guidance and 97% responded. This is sufficient to provide a reliable analysis of the firm’s diversity profile.

Levicks is an equal opportunities employer respecting individuals and encouraging progression based on merit regardless of socioeconomic backgrounds.

The results as at 31 March 2025 of the responses received are as follows:

Chartered Accountant partners 3
Other Accountant partners 3
Other qualified Accountants 13
Training Chartered Accountant 1
Training non Chartered Accountant 5
Others 8

Of the partners 3 are female and 3 male.

The age profile of the firm is as follows:

16-24 5
25-34 2
35-44 7
45-54 10
55-64 7
65+ 1

Gender distribution is as follows:

Male 11
Female 21
Prefer not to say 1

Qualifications

19 respondents had professional qualifications.

Disability

1 respondent consider themselves disabled as per the Equality Act.

Ethnic group

Of the 33 respondents, 28 considered they were White British, 1 was another white background, 1 was Chinese and 1 was Indian, 1 was other Asian and 1 preferred not to say.

Sexual orientation

32 considered themselves heterosexual, 1 preferred not to say and 1 was bi sexual.

Religion

16 considered themselves Christian, 13 had no religion, 1 was of another religion and 3 preferred not to say.

Family financial support

22 respondents families did not receive income support, 2 confirmed they did, 7 did not know. 24 confirmed their family did not receive free school meals, 2 confirmed they did and 6 did not know.

Schooling

18 respondents attended non selective state schools and 11 attended selective, faith or other schools. 1 attended school outside of the British Isles, 2 did not know and 1 preferred not to say.