SRA Accounts Rules Update - What’s New & What’s Next?

Introduction

The SRA Accounts Rules have been in place since 2019, but with several updates expected this year and a lot more to come, now is the time to review where we are, what has changed and what to expect in the future.

Presented by expert speaker Luke Dickinson, this invaluable update will include commentary on high-risk topics, such as acting as a bank and residual balances. Luke will also share his experiences from running an SRA Accounts Rules audit department.

What You Will Learn

This course will cover the following:

• The most recent consultation on disbursements, taking client money for costs and client’s own accounts
• Acting as a banking facility and the new case studies
• How to deal with residual balances and what the Law Society recent practice note has to say
• What changes are expected and what does the future look like