By in Training Events, Management training | 15th February 2020
Tuesday 15th September 2020
10.00 am - 12.30 pm - this Webinar will be delivered using Zoom Web Conferencing
Speaker: Laura Barker, LeO
SRA Competence A, D
Part 1: Good complaint handling
The course will begin with an overview of our business process and an insight into our 2019-20 data. We will focus on our top tips for preventing complaints based on the most common complaints we investigate. In nearly a quarter of the complaints we dealt with during 2019-20, we found issues with the first tier complaint handling. This session will explore best practice in this area and the importance of recognising and responding to complaints appropriately.
Part 2 : Learning from complaints
In 49% of the cases we investigated between 2019-20, we found the service was unreasonable. This session will focus on how we determine the level of service provided – whether it was reasonable, what impact it had and what factors we take into account. We will then move on to explore the options for putting things right, looking at financial and non-financial remedies. Finally we’ll discuss case fees and managing challenging situations.
The Speaker: Laura Barker began her career as a paralegal in a family law firm. She then completed her training and qualified as a solicitor during which time she specialised in employment law. Laura joined the Legal Ombudsman as an investigator in early 2011 before her appointment to the role of Ombudsman, late in 2015.
FEES
No Charge to DASLS & PLS members/firms...
By in Training Events, Management training | 12th February 2020
Thursday 17th September 2020
10.00 am - 1.00 pm- this Webinar will be delivered using Zoom Web Conferencing
Speaker: Darren Whelan
SRA Competence D
Who is it for?
Those in legal practice or management, providing guidance and practical advice about key aspects of VAT compliance including treatment of disbursements.
What will you gain?• Confidence that you are prepared for a VAT inspection• Assertion that your accounting procedures are in order and are correct from a compliance perspective• Information to ensure you are fully compliant and up to date in accordance with the VAT Act 1994What will it cover?• Types of supply• Time of Supply and Tax Points• VAT rate change• Accounting for VAT• Reverse Charge• Bad Debt Relief• When to Account for VAT• How to Correct Errors• Disbursement -v- Recharge• Place of Supply• VAT Invoices/Bills etc
Speaker: Darren Whelan, Director of Education and Development, Institute of Legal Finance and Management
Darren has been a member of the ILFM since 2002 and has sat on the ILFM Executive Council since 2011 becoming Chair in 2018. During that time, Darren has been subject to many external audits including SRA, VAT, PAYE and has successfully defended many ILFM members during VAT inspections. Darren is also the author and trainer of the ILFM’s VAT for Legal Accounting workshop which offers guidance and practical advice about key aspects of VAT compliance, including the treatment of disbursements and recharges. Darren is also co-author and trainer for ILFM SRA Accounts Rules workshop and has recently co-written “VAT for Legal Professionals”, a publication about VAT and the practicalities within legal practice. Darren is also one of the examiners for the Institute.
Darren is a regular commentator on legal finance, compliance and change management topics. He writes regularly for the Institute’s magazine, Legal Abacus and is a regular contributor for ILFMConnect, the ILFM’s online fo...
By in Training Events, Management training | 11th February 2020
SRA Standards and Regulation
Wednesday 23rd September 2020
10.00 am - 11.30 am - this Webinar will be delivered using Zoom Web Conferencing
Speaker: Paul Bennett
SRA Competence A,D
The SRA’s new regime is settling in, have you adapted to the change and how are your peers adapting?
What are the new Principles and Code of Conduct;
Standards and Regulations – key risk areas
How are the new rules bedding in?
The problem areas?
The importance of record keeping
A hugely practical insight into the core duties and common issues emerging.
Speaker: Paul Bennett is a Solicitor, Mediator and Arbitrator who advises law firms and solicitors on SRA regulatory matters, Anti-Money Laundering, employment and partnership law at the specialist law firm Bennett Briegal LLP. Paul’s work is national, and his experience includes advising hundreds of law firms from High Street, niche firms and City and US Law Firms on legal issues and regulatory investigatory and enforcement matters. An experienced advocate across a range of Tribunals and Courts he has acted before the Solicitors Disciplinary Tribunal, (SDT), High Court and in the Court of Appeal. His book ‘A Practical Guide to the SRA Principles Individual Code and Firm Code 2019’ was published by Law Brief Publishing who also published his ‘A Practical Guide to Compliance for Personal Injury Firms working with Claims Management Companies’, September 2017.
FEES
DASLS Members/Affiliates/Associates: £60.00 + VAT (£72.00)
Non-members: £75.00 + VAT (£90.00)
We will provide a VAT invoice for payment. (BACS payment preferred)
3 for 2 offer! Book 3 places on this webinar and get the cheapest FREE!
...
By in Training Events, Management training | 11th February 2020
Ethics for Solicitors
Wednesday 23rd September 2020
12.00 noon - 1.00 pm - this Webinar will be delivered using Zoom Web Conferencing
Speaker: Paul Bennett
SRA Competence A
Ethics over NDA’s, furloughing and client conflicts are rarely out of the legal press. What do you need to be aware of:
Is the only way ethics?
Why do firms struggle with ethical culture?
Developing ethical awareness?
Supervision ethics
What to report to the SRA
A practical insight into ethical decision making and ethical supervision.
Speaker: Paul Bennett is a Solicitor, Mediator and Arbitrator who advises law firms and solicitors on SRA regulatory matters, Anti-Money Laundering, employment and partnership law at the specialist law firm Bennett Briegal LLP. Paul’s work is national, and his experience includes advising hundreds of law firms from High Street, niche firms and City and US Law Firms on legal issues and regulatory investigatory and enforcement matters. An experienced advocate across a range of Tribunals and Courts he has acted before the Solicitors Disciplinary Tribunal, (SDT), High Court and in the Court of Appeal. His book ‘A Practical Guide to the SRA Principles Individual Code and Firm Code 2019’ was published by Law Brief Publishing who also published his ‘A Practical Guide to Compliance for Personal Injury Firms working with Claims Management Companies’, September 2017.
FEES
DASLS Members/Affiliates/Associates: £40.00 + VAT (£48.00)
Non-members: £50.00 + VAT (£60.00)
We will provide a VAT invoice for payment. (BACS payment preferred)
3 for 2 offer! Book 3 places on this webinar and get the cheapest FREE!...
By in Training Events, Commercial Property training | 09th February 2020
Thursday 24th September 2020
10.00 am - 11.30 am - this Webinar will be delivered using Zoom Web Conferencing
Speaker: Paul Clark
SRA Competence B
There has been little change to commercial SDLT since 2016, but three topics have raised significant practical issues in the past 12 months. Paul Clark will focus on these in a 90-minute webinar.
The economic effects of Covid-19 include deals struck between landlord and tenant, such as rent holidays, lease variations, and lease extensions. What SDLT impact do these changes have?
In 2006 an anti-avoidance section 75A was introduced. It has been used by HMRC very rarely. A S75A case in 2013 (whether SDLT was £40m or £50m) went to the Supreme Court, but virtually every judge had a different view as to what S75A meant. In 2019, however, the Hannover case changed everything. A seemingly innocuous series of transactions may be subject to unexpected SDLT.
Commercial transactions that have a residential element are usually dealt with by commercial practitioners – who need to involve their residential colleagues as the dwellings may be subject to 15% SDLT or the 3% residential surcharge. Not all such transactions are taxed at mixed-use rates. Some rules are uncertain.
Paul Clark has a commercial property background at Linklaters and DJ Freeman in London and, since 2003, as a consultant at the firm now known as Cripps Pemberton Greenish in Tunbridge Wells. Since 2003 he has specialised in SDLT, and he now trains hundreds of conveyancers and other professionals each year in that tax. He was for 14 years a member of two working parties at HMRC. He is also an active member of the Stamp Taxes Practitioners Group.
FEES
DASLS Members/Affiliates/Associates: £60.00 + VAT (£72.00)
Non-members: £75.00 + VAT (£90.00)
We will provide a VAT invoice for payment. (BACS payment preferred)
3 for 2 offer! Book 3 places on this webinar and get the cheapest FREE!...
Forthcoming DASLS Events