Can I pass the cost of taking credit and debit card payments on to clients? Date: April 19, 2023 Categories: AML, Billing, COFA/HOFA, SRA Accounts Rules Read More
We have a residual balance where the rightful owner was a company registered in England and Wales that has now been dissolved? What do we do with the balance? Date: April 14, 2023 Categories: COFA/HOFA, SRA Accounts Rules Read More
Banking Facilities? Paying a child’s legal fees Date: March 4, 2023 Categories: COFA/HOFA, SRA Accounts Rules Read More
Banking Facilities? Lender’s condition on mortgage offer to pay off certain debts and credit card balances owed by the borrower Date: March 4, 2023 Categories: COFA/HOFA, SRA Accounts Rules Read More
Banking Facilities? Sale of the matrimonial home as part of divorce proceedings Date: March 4, 2023 Categories: COFA/HOFA, SRA Accounts Rules Read More
Can I pass on the cost of bank charges such as TT/Faster Payments on to my clients as ‘Disbursements’? Date: February 10, 2023 Categories: Billing, COFA/HOFA, SRA Accounts Rules, VAT Read More
We carry out a lot one-off transactions for clients. However, instead of opening an individual client ledger for each client, we have a general ledger card on which we record the details of each client and the bills and costs received. Is this permissible under the SRA Accounts Rules? Date: November 25, 2022 Categories: COFA/HOFA, SRA Accounts Rules Read More
We’ve taken money on account of costs from a client. Does the sending of a bill automatically ‘earmark’ any money held in client account towards part or all of the bill? Date: November 25, 2022 Categories: COFA/HOFA, SRA Accounts Rules Read More
What constitutes to be a serious breach of the SRA Accounts Rules? Date: September 22, 2022 Categories: COFA/HOFA, SRA Accounts Rules Read More
Who should check and sign the client bank reconciliation? Date: September 15, 2022 Categories: COFA/HOFA, SRA Accounts Rules Read More
Is it permissible to issue the client with a bill of costs for an unpaid, not yet incurred, disbursement? Date: September 14, 2022 Categories: COFA/HOFA, SRA Accounts Rules Read More
Can we place client money on fixed-term client deposit account? Date: September 7, 2022 Categories: COFA/HOFA, SRA Accounts Rules Read More
