Managing and exceeding client expectations while addressing concerns professionally is at the heart of successful legal practice. In this topic, you will find essential insights and tools to enhance client care protocols and efficiently handle complaints. Ensure your practice meets the highest standards of compliance and client satisfaction.
The Joint Money Laundering Steering Group (JMLSG) has published proposed amendments to Part I of its Guidance to reflect the Money Laundering and...
The Financial Conduct Authority (FCA) has published the findings of a review assessing financial services firms’ systems and controls for financial...
This week's edition of Practice Compliance weekly highlights includes analysis of the Crime and Policing Act 2026 forthcoming expansion of corporate...
The Foreign, Commonwealth and Development Office (FCDO) has announced a new package of UK sanctions targeting cryptocurrency exchanges and the...
What is a solicitor's undertaking?An undertaking is a commitment by a solicitor to do something. It can be enforced against the solicitor by the...
In what circumstances might a solicitor be able to contact another lawyer's client directly?The current SRA Standards and Regulations (STaR) are...
SRA Code of Conduct for individuals and firmsThis Practice Note provides guidance on the SRA Codes of Conduct, contained in the SRA Standards and...
Acting for yourself, friends and familyThis Practice Note covers considerations where a law firm wishes to act for one of its own partners or...
Letter to complainant—written response—deadlock or final letter[Insert complainant’s name][Insert complainant’s contact address]Our ref: [insert complaint reference number]Dear [insert complainant’s name]I am writing to confirm I have concluded the investigation of your complaint that I received on
Can solicitors instruct themselves?Under the SRA Principles, you must act:•in a way that upholds the constitutional principle of the rule of law, and the proper administration of justice•with integrity•in a way that upholds public trust and confidence in the professionThe SRA Codes of Conduct
If a beneficiary signs a deed of disclaimer of their share of an estate and the estate pays their legal fees, will that count as a PET against their estate?A disclaimer is the refusal of a gift prior to acceptance. The refusal of the gift must take place before the beneficiary accepts any benefit
Strike out—making an application to strike out a statement of caseA strike out order can be made either following an application by the parties or on the court's own initiative. This Practice Note deals with the scenario of the order being made following a party's application.Making an application
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