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Professional Training

Solicitors Accounts Rules - A Practical Guide - Learn Live

Length
2 hours
Next course start
6 February, 2025 See details
Course delivery
Virtual Classroom
Length
2 hours
Next course start
6 February, 2025 See details
Course delivery
Virtual Classroom

Course description

The new Accounts Rules amount to only 13 rules over 6 pages and no longer give as much guidance as to how to comply with the trickier elements. But the fact that the rules no longer say much does not alter the basic law, the basic jurisprudence of the Courts and the Legal Ombudsman and there is no real expectation that much need change in the light of the new rules.


Steady as she goes, would seem to be the main theme, as recent SRA resources would suggest. However, the rules do allow some flexibility and this live broadcast session will discuss what has changed, what has not and what the expectations will be of the regulators and the external accountants.


Presented by Trevor Hellawell, Solicitor and legal training and management consultant. Be sure to join Trevor in our virtual classroom.

Upcoming start dates

1 start date available

6 February, 2025

  • Virtual Classroom
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

The new Accounts Rules amount to only 13 rules over 6 pages and no longer give as much guidance as to how to comply with the trickier elements.

But the fact that the rules no longer say much does not alter the basic law, the basic jurisprudence of the Courts and the Legal Ombudsman and there is no real expectation that much need change in the light of the new rules.

Steady as she goes, would seem to be the main theme, as recent SRA resources would suggest.

However, the rules do allow some flexibility and this live broadcast session will discuss what has changed, what has not and what the expectations will be of the regulators and the external accountants.

What You Will Learn

This live and interactive broadcast will cover the following:

  • The Accounts Rules
  • What has not changed
    • Use of client account as a banking facility
    • Residual balances and how to deal with them
    • VAT on disbursements - the latest
    • Bank branches in England & Wales - ‘all my branches have closed’
    • Duties in relation to interest - do you want to sign away your obligations?
  • The new - and current - position on accountants’ reports and qualifications
  • The role of the COFA
  • New rules on billing?
  • New rules on reconciliations - clients’ own accounts
  • Do you need to change anything?

Expenses

From £144
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...

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