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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Do I have to give the oath fees I receive to my new firm's partners?

I’m an assistant solicitor. The partners in my new firm want me to account to them for all oath fees I receive in the course...

I’m setting up a new firm. What should we include in our client care letters?

Our new firm is preparing anti-money laundering policies and procedures. Are there any sample or precedent client care letters we can use?

I’ve received a subject access request. What should I do?

I’ve received a subject access request (SAR) from a former client. Am I obliged to provide any documentation containing the client’s personal data?

Who’s responsible for the cost of setting up a remote hearing?

Is there any guidance on who’s responsible for the costs involved in setting up a remote family hearing?

Can my firm sign a contract on behalf of an overseas partner?

Can my firm sign a contract on behalf of a partner who is temporarily overseas?

Should I report a minor AML breach to the SRA?

We did not carry out customer due diligence on the beneficial owner of a company for a straightforward matter with no AML concerns. Should I...

I’m a sole practitioner. Do I need to appoint a money laundering officer?

I’m setting up a new firm as a sole practitioner. Will I be required to appoint a nominated officer under the Money Laundering Regulations 2017?

Is there a de minimis amount for sanctions?

We offer fixed fee consultations for litigation work and undertake electronic verification, including sanctions checks, before the appointment. Is there a de minimis amount for...

Is there guidance on time limits for preparing wills?

We get requests for new wills from clients in hospitals and care homes who may be very sick. Is there guidance on the time limits...

Can I charge for routine communications?

I’m preparing a bill for detailed assessment of costs. Can I charge for perusal of letters in?

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