Q and As

Our Q and As are examples of some of the recent questions that the Practice Advice Service has helped solicitors with. If you cannot find the answer you need, contact us.

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I’m setting up a new firm. What should we include in our client care letters?

Our new firm is preparing anti-money laundering policies and procedures. Are there any sample or precedent client care letters we can use?

I’ve received a subject access request. What should I do?

I’ve received a subject access request (SAR) from a former client. Am I obliged to provide any documentation containing the client’s personal data?

Does my client have to attend a directions hearing?

I’m a family law practitioner due to attend a directions hearing in the Family Court in two weeks’ time. My client has told me that...

Can I charge for routine communications?

I’m preparing a bill for detailed assessment of costs. Can I charge for perusal of letters in?

Are there net zero precedent clauses I can use in contracts?

Does the Law Society have any precedent net zero clauses?

Should I report a minor AML breach to the SRA?

We did not carry out customer due diligence on the beneficial owner of a company for a straightforward matter with no AML concerns. Should I...

How do I apply to come off the court record?

I’ve made several attempts to contact my client, but I’m without instructions. How can I apply to come off the court record?

Can I charge for time spent preparing a Larke v Nugus statement?

I am sole executor for a client. I received a Larke v Nugus request from a son who’s excluded from the will. Can I charge...

I’m a sole practitioner. Do I need to appoint a money laundering officer?

I’m setting up a new firm as a sole practitioner. Will I be required to appoint a nominated officer under the Money Laundering Regulations 2017?

Is there guidance on time limits for preparing wills?

We get requests for new wills from clients in hospitals and care homes who may be very sick. Is there guidance on the time limits...

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