1
Type Speaker CPD Hours Level
Webinar
1.25 UpdateInformation
Accreditation Information
SRA Competency A D

Introduction

Since 2008, when the rules around dealing with residual balances first appeared, this has been a hot topic with both the SRA and a common source of breaches for the reporting accountants.

This webinar will cover recent guidance released by the SRA, and the speaker will share his experiences from his years as a reporting accountant.

What You Will Learn

This webinar will cover the following:

  • Applying to donate small balances to charity - what the SRA means by ‘prescribed circumstances’
  • How to deal with larger balances and making an application to the SRA
  • What the SRA are likely to view as ‘reasonable steps’ to trace the owner of client money
  • How to stay on the right side of the reporting accountant and avoid a qualified accountant’s report

This webinar was recorded on 19th March 2021

Quick Quiz - Test Your Knowledge: Solicitors Accounts Rules

New: Enjoy unlimited 24/7 access to over 1126 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

Book now Information

Added to basket

Webinar | On Demand

Unlimited Viewers | 1hr


Solicitors’ Accounts Rules - Dealing with Residual Balances

Checkout
Continue Shopping
ON DEMAND
1hr
Unlimited viewers
at your organisation
Prices (ex VAT)
Smart
Plan Information
Season
Ticket Information
Standard
Unlimited User Licence
£99
£198
£396
New: Enjoy unlimited 24/7 access to over 1126 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

Related Events