Private Client


“Catalogue of mistakes” – STEP makes case for will-writing regulation

8 September 2023

Nearly half of consumers who have a will either wrote their own or obtained it through a cheap online service, with hardly any checking the credentials of the provider.


Solicitor failed to spot conflict in property deals for vulnerable client

22 August 2023

A solicitor failed to spot a conflict of interest when a vulnerable client’s attorneys bought five properties using her money but gave themselves a 50% ownership stake in each.


SRA to toughen up on compliance with continuing competence rules

4 August 2023

The Solicitors Regulation Authority is to step up efforts to ensure compliance with continuing competence obligations, particularly among conveyancers and probate specialists.


SRA happy with standards of law firms handling LPAs and deputyships

13 July 2023

Law firms are maintaining a good standard of service despite increased demand for lasting powers of attorney and deputyship work, an SRA review has found.


Cryptocurrency and digital assets in estate administration

14 June 2023

Cryptocurrency and digital assets are the assets of the future. But how can they be valued, regulated and retained? In this new online world, solicitors must understand how these assets will affect Wills and how to value them and include them in final estate accounts.


Court upholds Covid will witnessed through car window

22 May 2023

The High Court has praised the “ingenious arrangement” of witnessing a will through a car window in the early days of the pandemic.


Solicitor who forged trustees’ signatures struck off

26 April 2023

A solicitor who used forged cheques from trustees or money from another client to cover up the fact she had failed to submit tax returns on time has been struck off.


Firm ordered to pay wasted costs for “inexplicable” error

21 April 2023

A law firm which started proceedings when its client did not have standing to bring them has been ordered to pay wasted costs because it failed to check this.


Co-op to offer wills through Amazon as it unveils soaring finances

5 April 2023

Co-operative Legal Services recorded a 19% increase in revenue and 60% rise in profit in 2022 as it became the first law firm to strike a deal to offer services through Amazon.


Solicitor who misled clients over LPA forms is struck off

4 April 2023

A solicitor who told clients that the Office of the Public Guardian was to blame for what were actually her own errors in registering lasting powers of attorney has been struck off.

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Blog


Regulate sole practices on evidence, not turnover

For a sole practice, the SRA’s plan that I cannot hold a compliance role if my firm has more than £600,000 of turnover is not a measure of risk. It is a ceiling on growth.


Is Google becoming pay-to-play for law firms?

For years, law firms have been told that SEO is the long-term alternative to paying for every click. That principle hasn’t disappeared but search results have changed significantly.


Material information and the case for intelligent client onboarding

Upfront information means work traditionally undertaken after an offer is accepted will need to happen earlier. And that fundamentally changes the role of client onboarding.


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