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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What does 'adequate and appropriate' insurance mean for a freelance solicitor?

I'm thinking of becoming a freelance solicitor and understand that if I want to provide reserved legal services I need to have ‘adequate and appropriate’...

When is an executor entitled to the original will of a deceased client?

My firm drafted and holds the will of a recently deceased client. When is an executor named in a will entitled to the original will?

What do we need to include in our policy on handling cash?

We limit the amount clients can pay in cash at the office, but how can we deal with the risk of clients paying cash directly...

Do I have to identify and verify all the beneficial owners of a trust?

I act for trustees buying a property for a trust. Do I have to identify and verify all the beneficial owners to the same standard?

How should I certify a copy of an original document?

A residuary beneficiary has requested a certified copy will. Can I certify a scanned will as a true copy of the original?

Can a club refer a complaint to the Legal Ombudsman?

My firm advised the management committee of a golf club on constitutional changes. The chair was unhappy with the service and complained. The client wants...

What should I do if a client pre-signs mortgage documents?

My client has come into the office with pre-signed mortgage documents. Are there any steps I need to take?

My client’s deeds have been lost in the post. Who’s responsible for the replacement?

I act for a buyer. The seller’s solicitor claims the property deeds they posted have been lost in transit. Who is responsible for the cost...

What’s the procedure for executing a deed of transfer?

I’m acting for a couple in the sale of a property. Both clients signed the transfer in the same attestation clause. Their signatures were witnessed....

My client wants to end a damages-based agreement. Are they liable for costs?

I'm acting under a damages-based agreement. The client wishes to end the retainer and believes they are not liable to pay costs. A clause in...

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