Webinar: The Key Trends in the UK Wills, Probate and Trusts Market with IRN Legal Reports
As an estate planning professional, it’s important to know what’s happening in your market right now and the predictions for the future. 15th March 10:00AM Join us as we talk with David Mort, author and Managing Director of the famous IRN Legal Reports, about the trends and insights we can gleam from his latest research. […]
Upcoming training courses with CTT Group
Estate Planning Foundation Course 14th March The course will be consolidated across 5 sessions remotely: Tuesday 14th March 2023 Wednesday 15th March 2023 Thursday 16th March 2023 Friday 17th March 2023 Tuesday 21st March 2023 9:30am to 1:00pm This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the […]
More case studies added on banking facilities rule
The Solicitors Regulation Authority (SRA) has added further case studies to those published online to help firms remain compliant with the rule prohibiting use of the client account as a banking facility. The SRA Accounts Rules include Rule 3.3, which states solicitors “must not use a client account to provide banking facilities to clients or […]