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?

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?

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...

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...

Can I accept my client’s £20,000 cash deposit?

My client is a buyer in a residential conveyancing matter. They brought their £20,000 cash deposit to the office. The money seems to be from...

How long should a client's original will be retained?

How long should my firm retain a client's original will for?

Does the Code for Completion by Post apply to licensed conveyancers?

Does the Code for Completion by Post 2019 apply to licensed conveyancers?

Do I need client consent to share information with a trustee in bankruptcy?

My client was the sole executor and beneficiary of an estate. A trustee in bankruptcy wants me to confirm the money was paid to my...

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....

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?

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