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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Should solicitors copy estate agents into emails about the progress of conveyancing transactions?

Is it appropriate for a solicitor to copy an estate agent into correspondence about the progress of a client’s conveyancing transaction?

Should I share information about the execution of a will with a rival firm?

I've been contacted by a firm acting for the daughter of a client who moved into a care home. They're demanding information about the circumstances...

Is a deed of variation of benefits a money laundering or tax evasion risk?

Clients may arrange to pay third parties under a deed of variation and beneficiaries may agree to send the money to anyone. Is there a...

What wording should I use to swear an oral statutory declaration?

I’ve been asked to swear a statutory declaration for the first time. What is the wording of the oral declaration to be made by the...

Do I need to make a suspicious activity report if I end a retainer?

I’ve been instructed in a high-risk conveyancing transaction. The client’s source of funds evidence has raised suspicions of criminality. I plan to end the retainer....

I act for a seller. What should I do if a buyer transfers purchase funds to my client account?

I’m due to complete the sale of a residential property. The buyer transferred the purchase funds directly to my firm's client account rather than to...

My client is paying the other side’s legal costs. Should the opponent’s solicitors issue a VAT invoice?

My client has agreed to settle a claim against them and pay the other side’s agreed legal costs. The opponent’s solicitors have sent me a...

Do I need to send paper copies under the Conveyancing Protocol?

Am I obliged to provide paper copies of the contract bundle under the Conveyancing Protocol?

Can I charge for incoming telephone calls?

My client has been awarded costs in a civil litigation matter. I'm preparing my bill. May I charge for incoming telephone calls?

Can I be my aunt's certificate provider to create a lasting power of attorney?

My aunt wishes to execute a lasting power of attorney. Can I be her certificate provider as required by Sch 1.2(1)(e) of the Mental Capacity...

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