On 31st March 2023, in accordance with our obligations under our ICAEW authorisation for the provisioning of Probate Services we carried out a Diversity Survey of our Partners and Staff.

The full results of this survey have been provided to the ICAEW for aggregation at an industry wide level. However, so that we comply with the Data Protection Act 2018 (UK GDPR) and do not breach workers’ confidentiality or reveal anything which might enable someone to work out information about another person which was provided in confidence, we have aggregated some results across our entire firm and have only published less sensitive data.

We remain committed to a policy of inclusion with equal opportunities to all, both internally, and during the recruitment process.

1. About you (all responses)

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2. Age (all responses)

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3. Sex/Gender

a) What is your registered sex at birth?

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4. Disability

a) Do you consider yourself to have a disability according to the definition in the Equality Act?

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b) Are your day-to-day activities limited because of a health problem or disability which has lasted, or is expected to last, at least 12 months?

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c) If you have answered “Yes” to any of the previous two questions please identify which of the below health problems or disabilities apply?

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5. Ethnic Group

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6. Faith

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7. Sexual Orientation

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8. Socio-Economic Background

a) If you went to university (to study a BA, BSc course or higher), were you part of the first generation of your family to do so?

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b) What type of school did you mainly attend between the ages of 11 and 16?

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9. Social Mobility

a) What is the highest level of qualification achieved by either of your parent(s) or guardian(s) by the time you were 18?

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b) What is the highest level of qualification you hold, or if you are a qualified accountant or lawyer, held prior to becoming qualified?

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(c) Did either (or both) of the following apply at any point during your school years? i. Did your household receive income support?

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(c) ii) Were you entitled to free school meals?

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d) Thinking back to when you were aged about 14, which best describes the sort of work the main / highest income earner in your household did in their main job?

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10. Caring Responsibilities

a) Are you a primary carer for a child or children under 18?

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b) Do you look after, or give any help or support to family members, friends, neighbours or others because of either: long term physical or mental ill-health / disability, problems related to old-age?

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11. Marital Status

What is your marital or civil partnership status?

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12. Maternity

a) Have you taken maternity or paternity leave in the last 5 years?

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b) If yes: i. Did you return to your current employer after the leave?

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b) If yes: ii. Did your current employer give you additional leave for ante-natal appointments?

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b) If yes: iii. Has your employer offered you flexible working arrangements?

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b) If yes: iv. Has the ability to work from home been an important aide in your return to work?

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