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Practice notes
Source of funds and wealth was a key focus of the SRA’s Preventing Money Laundering and Financing of Terrorism thematic review, published in March...
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9th Nov
Precedents
1DefinitionsModern Slavery Policy•means the Customer's anti-slavery and human trafficking policy as set out in Schedule [insert] as updated by the...
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9th Nov
Practice notes
This Practice Note lists high-risk third countries identified by the Financial Action Task Force (FATF), HM Treasury and the European Commission as...
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9th Nov
Practice notes
The purpose of this Practice Note is to provide a general understanding of the offences under section 1, 2 and 6 of the Bribery Act 2010 (BA 2010). It...
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Produced in partnership with Joanne Kane of Carmelite Chambers 12th Jan
Practice notes
An undertaking is a commitment by a solicitor to do something. It can be enforced against the solicitor by the courts. Failure to comply with an...
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9th Nov
Practice notes
Facilitating the performance of a duty by public officialsFacilitation payments, also known as facilitating or grease payments, are generally small...
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Produced in partnership with Richard Furlong of Carmelite Chambers 12th Jan

Most recent Costs & funding content

Practice notes
Price and service transparency—law firmsFrom 6 December 2018, law firms must publish information on their website on the prices they charge and what...
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12th May
Precedents
Price and service notice—fixed price—general—law firms1Legal costs1.1There are [two OR three] main elements to the legal costs of [insert brief...
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11th May
Precedents
Client care letter 2019—law firmsDear [Insert client’s name]Re [describe matter]Thank you for your instructions to act on your behalf in connection...
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11th May
Precedents
Terms of business 2019—law firms1Our contract with you1.1These Terms of Business (as updated from time to time) apply to all work we do on your...
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11th May
Precedents
Price and service notice—hourly rate—general—law firms1Legal costs1.1There are [two OR three] main elements to the legal costs of [insert brief...
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11th May
Practice notes
This Practice Note explains how the conditional fee regime operates after 1 April 2013, including:•what a conditional fee agreement (CFA) is•the...
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5th May
Practice notes
This Practice Note deals with regulatory requirements and practical issues regarding the form and content of a final bill of costs to a client. It...
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5th May
Practice notes
From 13 June 2014, the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 replace the Consumer Protection...
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5th May
Practice notes
This table summarises the following information for different types of claim funded by way of a conditional fee agreement:•the maximum success fee you...
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5th May
Practice notes
This Practice Note explains how the conditional fee regime operates for personal injury and clinical negligence matters including:•what a CFA is•the...
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5th May
Practice notes
This Practice Note explains how the damages-based agreement (DBA) regime operates for employment tribunal matters, including: •how DBAs...
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5th May
Practice notes
Failure to provide adequate costs estimates is one of the most common causes of client complaints and disciplinary action by the Solicitors Regulation...
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5th May
Practice notes
You must treat clients fairly and ensure you achieve this outcome in all your dealings regarding costs. This practice note explains the regulatory...
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5th May
Practice notes
This Practice Note contrasts the requirements in the SRA’s 2011 and 2019 regimes in relation to introductions and instructions to third parties. For...
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5th May
Precedents
A: General informationMatter referenceClient nameDate of cause of actionType of claim[Insert, eg contract dispute, commercial litigation]Brief...
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19th Mar
Practice notes
This Practice Note explains how the damages-based agreement (DBA) regime operates for general litigation or advocacy matters, including:•how DBAs...
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25th Feb
Practice notes
This Practice Note explains how the damages-based agreement (DBA) regime operates, including: •how DBAs operate•the impact of the indemnity principle...
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25th Feb
Practice notes
This Practice Note explains how the damages-based agreement (DBA) regime operates including:•how DBAs work•the impact of the indemnity principle on...
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25th Feb
Q&As
What is a DCFA?Most lawyers will be familiar with a ‘pure’ CFA, often referred to as a ‘no win, no fee’ agreement. When acting under a pure CFA, a...
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Produced in partnership with Alex Bagnall of Total Legal Solutions 15th Feb
Q&As
Section 56(4) of the Solicitors Act 1974 (SA 1974) stipulates that in respect of non-contentious business, solicitors should be remunerated:•by a...
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Produced in partnership with Gilles Ward of DG Legal 15th Feb

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