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Solicitors’ Accounts Rules

Intended audience:

2 to 3 hours, depending on the firm’s requirements

Small to medium-sized groups with tutor-led discussions using quizzes and case studies to highlight key areas

This seminar, which will include all the latest changes to the rules, will provide an update for partners and fee-earners.


  • A review of:
    • Main principles of the SARs
    • The key definitions and different time frames under the rules
    • Receipt and payment rules
    • Transferring money for the firm’s own fees
    • Dealing with residual balances
    • Interest provisions of the rules
    • Special situations where only a limited application of the rules applies
    • How the rules now deal with controlled trust money
  • Highlighting common problems areas and breaches most likely to cause concern to the SRA
  • Discussing reports to the SRA and the implications for the firm of a qualified report
  • Providing an overview of the latest consultation for rule changes from October 2011


  • Participants will be fully up to date with the SARs, including all the latest changes and consultations
  • Participants will understand common problem areas and how to avoid them
  • Participants will understand their roles and responsibilities and the role of the SRA when breaches occur

The Training Team

Janet Taylor

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To find out more or to book a course

Contact Rachel Berry by either using the contact us form, emailing, or calling 01454 550066

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