Equality & Diversity Policy

(a) This Firm is committed to eliminating discrimination and to promoting equality and diversity in its own policies, practices and procedures, and in those areas in which it has influence.

(b) This applies to the Firm’s professional dealings with staff, other accountants, solicitors, clients and third parties.

(c) The Firm intends to treat everyone equally and with the same attention, courtesy and respect regardless of their sex, marital status, race or racial group, age, colour, ethnic or national origins, nationality, religion or belief, or sexual orientation or disability.

Discrimination is prohibited on the grounds of the following:

  • Race or ethnic origin – including colour, nationality or ethnic/national origins
  • Age – including perceived age and spouse’s age
  • Sex
  • Marriage and Civil Partnership
  • Pregnancy and maternity
  • Gender reassignment – someone who is proposing to undergo, is undergoing and has undergone a process or part of the process for the purpose of reassigning a person’s sex
  • Sexual orientation – heterosexual, bisexual, gay/lesbian
  • Religion or belief
  • Disability – a person has a disability if they have a physical or mental impairment and the impairment has a substantial and long term adverse effect on their ability to carry out normal day to day activities.

As a Firm we are accredited by the ICAEW for Probate and we are required to disclose to the ICAEW every two years the diversity profile of our Firm.  A questionnaire is accessed by members of staff and the information gathered anonymously includes gender, age, qualification, ethnicity, faith, disability, sexual orientation, social mobility, caring responsibilities, marital status, socio-economic background and maternity/paternity considerations.

Our most recent review was carried out in 2023 and a summary of the results can be found below.