Solicitors' Newsletters

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Click in the boxes below to read previous newsletters.

06 Sep 2016

Save time by avoiding old client ledger balances

This is a topic that we regularly discuss with solicitors as many firms hold monies that could be returned to their clients.

12 Nov 2015

Changes to the SRA Accountant’s Report that solicitors need to be aware of

November 1st 2015 brought in changes to the SRA Accountant’s Report that solicitors need to be aware of for their accounting periods ending on or after that date.

19 Jun 2015

Rule 14 requirement to return client monies to clients

Following our eNews for Solicitors last month we have been asked about the Rule 14 requirement to return client monies to clients. As rule 14 breaches feature in many SRA reports, this is an area of the rules worth reviewing. Please have a look at our advice below and check you are doing enough to demonstrate your compliance with the rule.

22 May 2015

Solicitors Accounts Rules

Training for accounts staff in solicitors’ practices is a relevant topic at the moment as April saw the introduction of version 14 of the Solicitors Accounts Rules and this month we see press features on theft of client monies from solicitors’ bank accounts. Here we outline three areas of training that could benefit your accounts team.

04 Nov 2014

SRA Handbook

The SRA has issued a new version of the SRA Handbook on 31 October 2014. The Accounts Rules have changed in two respects...