20th December 2016 | Paralegal & Support Staff training

Residential Conveyancing for Paralegals & Support Staff Date:  Monday 3rd & Tuesday 4th November 2026Time:  10:00am - 5:00pm each day Venue:  TBC, Exeter Speaker:  Ian Quayle SRA Competency B This two day face to face training course will provide delegates with an in depth examination of the law and procedure in the conveyancing process .   The course is designed for secretarial staff, paralegals, conveyancing support staff, qualified lawyers wanting to retrain in residential conveyancing and anyone engaged in the residential conveyancing process who needs or desires an insight into the mechanics and legal principles involved in modern residential conveyancing.   DAY 1 - Monday 3rd November  Getting started - Taking instructions, Money laundering, Dealing with residential clients   Acting for the Seller - Obtaining and checking the title, dealing with the TA forms and drafting the contract, preparing the contract bundle Acting for the Buyer - Checking the contract bundle, searches, enquiries, client inspection , and acting for lenders  Exchanging Contracts - Preparing for Exchange ,the mechanics of exchange , protecting the contract Preparing for Completion - Acting for the seller - completing TA13, approving the transfer, preparing completion statements, dealing with notices and restrictions.   Acting for the buyer – drafting the transfer, pre-completion searches, dealing with the lender, preparation of completion statements and advising the client    Completion and completion day problems - The Law Society Code for completion by post, dealing with undertakings , practical issues including the transmission of funds, advising clients and what to do if things go wrong – notices to complete, rescission and other steps  DAY 2 - Tuesday 4th November Post Completion - Acting for the seller – discharging charges, compliance with undertakings.  Acting for the buyer – SDLT returns, registration of dispositions   Land Registration Issues - Boundaries, notices, restrictions, adverse possession,  and problem areas  Residential leases 1 - An overview of leasehold transactions   Residential Leases 2 - Leasehold enquiries , service charge issues, key clauses in residential leases  Drafting Residential Conveyancing Documentation - Drafting contracts, transfers and leases  Avoiding Negligence Claims - Tips and traps for the unwary   Fees for both days: DASLS Members/Affiliates: £299 plus VAT before 02.10.26 then £330 plus VAT  Non Members: £375.00 plus VAT  3 for 2 offer! Book 3 places on this course and get the cheapest FREE!   Speaker: After many years in private practice Ian Quayle has spent the last 14 years delivering training courses in connection with property law for a number of the leading training providers to the legal profession. Ian has spoken at a number of conferences dealing with negligence in conveyancing transactions and has designed and delivered a number of courses on this subject. In addition he has undertaken consultancy work for a number of law firms and organisations looking at conveyancing systems, claims and complaints. His relaxed, informative, and engaging style, combined with extensive legal and practical knowledge ensures his courses are always well attended.   ...

16th December 2016 | Paralegal & Support Staff training

Introduction to Commercial Property for Support Staff & Paralegals Date:  Monday 23rd November 2026Time:  10:00am - 5:00pm Venue:  The Courtyard Marriott Hotel, Exeter Speaker:  Ian Quayle Course Outline:   This one-day face to face CPD event is suitable for new recruits, secretarial, paralegal and other support staff.  It will explore: Taking instructions in commercial property transactions.  An overview of the difference between a residential conveyancing and a commercial property transaction. The legal issues arising from CPSE's and Commercial Property Contracts. Commercial Leases - an introduction.  Extensive notes will be provided and time allocated for delegate questions.    Fees: Members/Affiliates: £95 plus VAT before 23.10.26 then £135 plus VAT  Non Members: £165.00 plus VAT  3 for 2 offer! Book 3 places on this course and get the cheapest FREE!   Speaker: After many years in private practice Ian Quayle has spent the last 14 years delivering training courses in connection with property law for a number of the leading training providers to the legal profession. Ian has spoken at a number of conferences dealing with negligence in conveyancing transactions and has designed and delivered a number of courses on this subject.  In addition he has undertaken consultancy work for a number of firms and organisations looking at conveyancing systems, claims and complaints.  His relaxed, informative and engaging style, combined with extensive legal and practical knowledge ensures his courses are always well attended.    ...

17th February 2026 | Management Training

STUDIO BASED MEDIA SKILLS TRAINING Are you ready?• Your Client asks you to give a televised statement to the Press.• You are to be interviewed by the local radio station about a data leak in your firm. This training will give you the skills and experience to confidently deal with the pace and pressure of media situations. Led by David ‘Fitz’ Fitzgerald, the day is set in a working broadcast environment where delegates step into authentic TV, radio and press conference scenarios. CLICK HERE FOR MORE DETAILS Contact tony@dasls.com to arrange a booking....

02nd January 2017 | Management Training

SRA Account Rules - Your Essentials Date:  24 September 2026 Time:  9:30am - 12:30pm Venue:  TBC, Exeter Speaker:  Janet Taylor   Course Outline:  Why you and your staff should attend these sessions? We’ve had lots of recent consultations on/discussions around these Rules, some changes are coming, some are still being considered. It is vital that firms are fully up to date, including on current principles and best practice. The protection of client money remains is the joint and several responsibility of all principals in a law firm. This responsibility extends not only to their own compliance but that of all employees. Effective compliance depends upon everyone in the firm understanding their role and responsibilities, the firm’s own procedures and communicating information effectively. These two sessions are designed for everyone in a law firm to keep up to date, with a good understanding of the key rules and common pitfalls. The sessions will be practical and participative and will use case study exercises and examples.   Morning session - Your essentials Aimed primarily at staff with little or no knowledge of the Accounts Rules and those who are returning to this area and need to get back ‘up to speed’ and will cover: The SRA Standards and Regulations Where are we now? Where the SRA Accounts Rules fit in Areas of the Codes of Conduct which impact on the SRA Accounts Rules? Who is covered by the Rules The Accounts Rules Fundamental principles All the key definitions Client versus non-client money. Disbursements Holding and dealing with client money Bank accounts Receipts and payments Transferring money for costs Dealing with balances Accounting records requirements Client account reconciliations an overview Fees: DASLS Members/Affiliates:  Half Day:  £145 plus VAT  Full Day:  £225 plus VAT (discounted rate applied if you also book the afternoon session) Non Members: Half Day:  £165 plus VAT  Full Day:  £250 plus VAT (discounted rate applied if you also book the afternoon session)    Janet Taylor FCA, Partner Taylor Mowbray LLP and Consultant, PKF Francis Clark Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a PKF Francis Clark as part of their specialist solicitors group. A highly experienced presenter of over 20 years’ experience, she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author with Andrew Allen of the current version of the Law Society Solicitors and the Accounts Rules manual.    ...

02nd January 2017 | Management Training

SRA Account Rules - Key Risks & Common Problem Areas Date:  24th September 2026 Time:  1:30am - 4:30pm Venue:  TBC, Exeter Speaker:  Janet Taylor   Course Outline:  Why you and your staff should attend these sessions? We’ve had lots of recent consultations on/discussions around these Rules, some changes are coming, some are still being considered. It is vital that firms are fully up to date, including on current principles and best practice. The protection of client money remains is the joint and several responsibility of all principals in a law firm. This responsibility extends not only to their own compliance but that of all employees. Effective compliance depends upon everyone in the firm understanding their role and responsibilities, the firm’s own procedures and communicating information effectively. These two sessions are designed for everyone in a law firm to keep up to date, with a good understanding of the key rules and common pitfalls. The sessions will be practical and participative and will use case study exercises and examples.   Afternoon session – Key Risks & Common Problem Areas While the SRA Accounts Rules allow some ’flexibility’ this can bring its own challenges. This session will look at some of the high risk areas and common problems.  Aimed at those with or needing a wider knowledge of and responsibility for compliance, particularly partners and COFAs, and will cover: Latest Guidance from the SRA Responsibility for compliance and the role of the COFA (and those who support them) Higher risk areas and the latest SRA guidance on these issues, including: The prohibition on providing banking facilities through the client account Dealing with residual balances; Reviewing reconciliations; Money held in the Client’s own bank account ‘Suitable’ systems and procedures and written policies Changes we have seen so far Fees: DASLS Members/Affiliates:  Half Day:  £145 plus VAT  Full Day:  £225 plus VAT (discounted rate applied if you also book the morning session) Non Members: Half Day:  £165 plus VAT  Full Day:  £250 plus VAT (discounted rate applied if you also book the morning session)    Janet Taylor FCA, Partner Taylor Mowbray LLP and Consultant, PKF Francis Clark Janet has been joint owner of Taylor Mowbray LLP for over 15 years. Prior to that she spent over 10 years with a top 20 accounting firm heading up their specialist solicitors’ group. She currently acts as a consultant to a PKF Francis Clark as part of their specialist solicitors group. A highly experienced presenter of over 20 years’ experience, she has also become known as a specialist on the SRA Accounts Rules. She presents to a wide range of law firms through in-house and public seminars. Clients have included several major international and national law firms as well as accountants. Janet is the current Subject Matter Expert for the ICAEW’s Solicitors Community Advisory Group and co-author with Andrew Allen of the current version of the Law Society Solicitors and the Accounts Rules manual.    ...

02nd January 2017 | Management Training

Time recording and Pricing Masterclass  Date:  Tuesday 29th September 2026 Time:  9:45am - 1:00pm Venue: Exeter Racecourse, Exeter Speaker:  Robert Mowbray Course Outline:  Attending this seminar will provide you with simple and practical advice on how you can charge for more of your time and at higher rates.  Time recording The many benefits of recording all of your time Grey area questions to illustrate best practice Writing narratives that show “the value delivered to the client” Using billing notes to deal with a range of things including out of scope work Pricing strategies How will AI impact on pricing?” Understanding pricing windows and recognising that you can charge more and have happier clients Understanding the full range of pricing mechanisms and when they should be used Learning from other industries with fierce price competition Identifying ways of quoting that are better for the firm and the client Learning how to negotiate fees with greater confidence Managing discounts and asking for something in return Trading instead of discounting Using conditional offers Setting a walkaway point Action planning Fees DASLS Members/Affiliates:  £130 before 31/08/26 then £145 plus VAT  Non Members:  £165.00 plus VAT  3 for 2 offer! Book 3 places on this seminar and get the cheapest FREE!   Robert Mowbray BSc FCA Robert is an accountant who has worked in and with professional service firms for 30 years and who is an expert on law firm profitability and management. He has provided training and consultancy services to over 1,000 firms across 40 countries. His clients have included everything from the largest City and Global firms, through large regional firms and down to the most entrepreneurial smaller firms. He is regularly asked to help with a wide range of issues including time recording, pricing and fee negotiation, project management, accelerating cash flow, strategy, profit sharing arrangements and improving the quality of management information. He also helps lawyers to understand the financial statements of their clients. Robert is the author of “Maximising the profitability of law firms” and was the author of the Law Society’s annual financial benchmarking survey from 2006-2009. He is also the author of the annual NatWest financial benchmarking survey which is done for both solicitors and accountants. He has been voted “Trainer of the year” by the Legal Education & Training Group and is an Industrial Fellow of the Business School at Kingston University. Robert trained in the early 1980s with PWC and spent 20 years as a partner at Macintyre Hudson LLP before setting up Taylor Mowbray LLP with Janet Taylor in 2009 to be a niche and independent advisor to professional service firms.  ...