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Residual Client Ledger Balance Workshops

January 2017

In 2017 we will be hosting a series of two-hour long Residual Client Ledger Balance Workshops in several locations across the country.

The content has been carefully designed with the needs of a firm's Compliance Officer for Finance and Administration (COFA), legal cashiers and other finance staff in mind.

The most recent guidance published by the Solicitors Regulation Authority has reinforced just how important compliance in this area of the SRA Accounts Rules 2011 has become and their exacting expectations of firms in this regard. This workshop will cover all the relevant rules, namely rule 14.3, rule 14.4, rule 20.1(j), rule 20.1(k) and rule 20.2 of the SRA Accounts Rules 2011, to help you ensure that your firm is compliant. We will also provide you with practical advice which will help to avoid residual client ledger balances building up in the future, as well as looking at what can be done about any existing, and perhaps longstanding, residual client ledger balances which might currently exist.

To reserve your place on this workshop simply call us on 0330 223 5346, request a place by sending an e-mail to or book online using the links below.

The locations and dates of our Residual Client Ledger Balance Workshops are as follows:

Bury St. Edmunds - 4 April 2017 from 9.30 am to 12.00 pm
Cardiff - 6 April 2017 from 9.30 am to 12.00 pm
London - 22 June 2017 from 9.30 am to 12.00 pm

The format for each of the Residual Client Ledger Balance Workshops will be as follows:

09.30am - 10.00am Registration, with Tea, Coffee and Pastries being served
10.00am - 12.00pm Residual Client Ledger Balance Workshop

If you have been looking for a training course on residual client ledger balances attending one of our Residual Client Ledger Balance Workshops is just what need.

The cost per delegate is £75 + VAT and we offer a 15% discount against the total cost where more than one delegate from the same firm attends the same workshop.

If you are unable to attend this workshop but are interested in learning more about dealing with residual client ledger balances you might find our popular residual client ledger guidance document helpful, ‘Dealing with Residual Client Balances under the SRA Accounts Rules 2011’. Would you rather outsource this task? If so, why not let us do all the work for you by using our Residual Client Ledger Balance Clearance Service? It might not even cost you anything!

If you have any SRA Accounts Rules 2011 you wish to discuss, please contact Richard Lane on 0330 223 5346 for a confidential discussion.

Remember, if you would like to be kept updated on the latest legal regulatory and compliance news all you have to do is to sign up for our newsletter.

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