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Annual Risk Management Review by Sponsor Aon

Posted by on 10th January 2018 in January 2018 |
      Any business planning for the future needs clear objectives and an understanding of the obstacles that may prevent those objectives being achieved.  Rarely do those threats, or risks, stand still.  Even though they may have been identified when the objectives were agreed, and even entered in a risk register, it is important to keep risks under review.   An annual risk Management review is an essential part of any risk Management strategy but it is often overlooked or is paid only lip service.  Done well, it enables you to assess your firm’s risk profile and to benchmark whether your performance is improving or deteriorating.  Identifying whe...
 

The lasting appeal of Powers of Attorney – safeguarding the vulnerable by Sponsor Brewin Dolphin

Posted by on 1st November 2017 in November 2017 |
...ationship Management – South West Professional Services, for Brewin Dolphin Wealth Management. Brewin Dolphin provides a range of financial planning and investment Management services for solicitors, accountants and mutual clients https://www.brewin.co.uk/solicitors-and-accountants...
 

Tax Matters and Compliance

Posted by on 10th January 2018 in January 2018 |
...One of my favourite principles from the current cache we have at our disposal is Principle 8. By way of reminder:   “You must run your business or carry out your role in the business effectively and in accordance with proper governance and sound financial and risk Management principles”   I describe it as the Management principle. It says it all as far as what managers, and compliance professionals must achieve. It gives us the foundation stone with which to build our compliance structure and it makes everyone a builder of the culture with its catch-all phraseology and inclusivity.   It’s a reminder to all managers/owners of what’s expected of t...
 

Court of Protection - Costs, Estimates and Top Tips by Sponsor bSquared

Posted by new user on 6th October 2017 in September 2017 |
...Court of Protection - Costs, Estimates and Top Tips by Sponsor bSquared   Costs estimates are nothing new in civil legal matters, although with the implementation of costs budgeting back in April 2013, they have become somewhat of a rarity in litigation claims.   This is not the case within Court of Protection matters, where practitioners are now expected to inform the Office of the Public Guardian (OPG) with their estimated fees for the forthcoming general Management year. Introduced in Spring 2016, the OPG105 provides the OPG with details of practitioners' costs for the previous year and the estimated costs for the forthcoming deputysh...
 

Jason Mitchell: partner and legal specialist at PKF Francis Clark - No ordinary accountant

Posted by on 2nd September 2019 in September 2019 |
...w Society Management Section’s benchmarking survey and currently the LawNet annual financial benchmarking report. Jason regularly speaks at legal events across the South West and says that it is the firm’s practical and wide-ranging specialist legal sector expertise that really sets it apart.   Jason says: “As specialists, we understand the issues that law firms face and find that many of our clients come to us because their previous advisers have lacked the sector specialist knowledge and the regulatory ‘know-how’ to assist them effectively. A very prominent current issue being Rule 14.5 of the SRA Accounts Rules, whereby law firms cannot provide b...
 

DASLS In-House Lawyers' Conference 2019 by Jon Eyres, Counsel at Pennon Group

Posted by on 31st October 2019 in November 2019 |
...ationship Management (Midlands and South West) for The Law Society); Phil Sampson (Director of Sampson Hall); Alex Fletcher (Barrister at Normanton Chambers); and Kate Gardner (Partner at Clarke Willmott).   As ever, should you wish to find out more about DASLS In-House Lawyers’ Group please email Tony Steiner at DASLS office – tony@dasls.com   Jon Eyres Counsel at Pennon Group   [1] Three Rivers District Council & Others -v- The Governor and Company of the Bank of England [2003] EWCA Civ 474...
 
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