Birmingham Law Society Bulletin October / November 2024

Ask. Draft. Analyse.

LEAP offers a fully integrated legal practice productivity solution, complete with premium, purpose-built legal AI tools. Ask any legal question and get it verified by a qualified lawyer with LawY, accelerate document drafting with Generator and find intricate details about your matters in seconds with Matter AI.

LEAP AI is included in all LEAP subscriptions at no extra cost.

CONTACT US

www.birminghamlawsociety.co.uk

info@birminghamlawsociety.co.uk

Tel: 0121 227 8700

Office 292, 2nd Floor, The Lewis Building, 35 Bull Street, Birmingham, B4 6AF

Twitter: @bhamlawsociety Insta: @birminghamlawinsta

Editor: Jonathan Fraser. Editorial enquiries to jon@fu-media.co.uk

ADVERTISE HERE

To advertise your business to Birmingham Law Society members call Fraser Urquhart Media on 0116 2533445 or you can email jon@fu-media.co.uk or kevin@fu-media.co.uk

4. Outgoing President’s Address.

6. AGM.

8. Incoming President’s Address.

10. Upcoming and Past Events.

12. Member’s News.

23. Elevate Your Legal Career with a ‘Bounce Mindset’

27. Career Focus: Becoming An In-House Lawyer

32. How The SRA Regulates Non-Authorised Individuals?

36. Climate Change And The Future Of Property: New Research Reveals Growing Industry Commitment

EXPERT WITNESSES

FOR:

l Mechanical and Process Engineering

l Manufacturing Industries

l Oil and Gas Industries

l Petrochemicals and Chemicals

l Pharmaceuticals

l Fertilizers and Pesticides

l Metallurgical Industries

l Safety and Environmental

OUTGOING PRESIDENT’S LETTER

It has been an honour to have been President of the Birmingham Law Society over the last year.

When I started my legal journey over a decade ago, I did not imagine that one day I would become the youngest President of the Birmingham Law Society in its 205year history. Having grown up in a working-class family, without access to careers advice or professional guidance, my early days in the legal world were at times difficult to navigate. However, I am incredibly

grateful that I persevered. I have now had the privilege not only of supporting clients as an employment lawyer, but also being able to fulfil this role and give back to the legal community in meaningful ways.

When I first put on my President’s chain of office 12 months ago, I was surprised to see that the chain had two sharp pins at either side. I later learned that the pins had been incorporated into the design of the chain in the early 1900s so that it could clip on to a man’s suit jacket.

At that time, when there were no female solicitors, the makers of the chain probably did not envisage that a century later, it would be worn by a 32-year-old woman.

At the time when I was first elected as incoming President, there may have been some who questioned whether a person like me would be the right fit for the role. Some may perhaps have wondered whether the President ought to be someone of a certain age, from a certain background, or with a certain job title. But if there is one thing I have learned over the last 12 months, it is that leadership of the Birmingham Law Society is not defined by any of these things. It is first and foremost about passion, commitment, dedication, and the desire to make a difference. One of the most important reasons why I chose to become President is because I believe in the power of representation. The Birmingham Law Society is a place for everyone, whoever we are and whatever background we come from. In the years that come, we must continue to embrace that sentiment.

During my presidency, I have strived to ensure that the Birmingham Law Society continues to be a welcoming, dynamic and progressive space where every individual can get involved and be supported. To achieve that objective, I have set my focus on two key themes – community and opportunity. Community has reflected my desire to foster connections and contribute to a stronger and more integrated city. Opportunity has represented my unwavering dedication to ensuring that everyone has the chance to achieve their aspirations, both within the legal profession and within the

Whilst being President has been demanding at times, it has without a doubt been one of the most rewarding experiences of my life. As the year draws to a close, it is important to take a step back and reflect on what we have achieved.

The focus on community has enabled our members to strengthen relationships both within the legal profession and within the wider business community. We have raised the profile of the legal profession in Birmingham by organising numerous successful networking events, including our Christmas and Summer Socials, which brought together new and longstanding members to build meaningful connections. We have also brought our networking events to the suburbs of Birmingham, so that those who are unable to travel to the

city centre can still get involved. We have reignited our Lunch Clubs to provide a more intimate setting for connections to develop and grow. We have hosted our first Sports Day and Netwalking Lunch to promote the importance of mental health and wellbeing.

I am delighted that this year, we have nurtured our relationship with the Greater Birmingham Chamber of Commerce and taken part in events alongside the Asian Chamber of Commerce and Future Faces. We have collaborated with the Institute of Chartered Accountants in England and Wales, the Chartered Institute of Building, and the Royal Institute of Chartered Surveyors to host the West Midlands Mayoral Hustings and discuss the core issues that influence the delivery of professional services in Birmingham. We have strengthened our longstanding relationships with the Bars of Paris and Lyon and formed a new relationship with the Young Bar of Luxembourg, which I hope will grow into a valuable connection for our junior lawyers to be developed further in the years to come.

One of my personal highlights came in June, when I hosted my President’s Dinner at the University of Birmingham Great Hall, the very place that I graduated from a decade ago. The evening was marked by an inspiring speech from Jess Phillips MP and a renewed sense of purpose and unity. The Great Hall, steeped in memories and history for many of our members, provided the perfect backdrop to honour our shared journey and set our sights on future endeavours.

The focus on opportunity has inspired many initiatives to break down barriers and empower individuals to pursue their aspirations, both within the legal profession and within our Society. We have celebrated the launch of our Social Mobility Pledge to call on individuals and organisations across the city to make a firm commitment to fostering meaningful change. We have completed our first Birmingham Law Society Vacation Scheme in collaboration with Higgs LLP and Browne Jacobson to enable students in our member universities from all backgrounds to gain meaningful work experience and develop soft skills. We have hosted a “Path to Partnership and Beyond” discussion to provide mid-level members with practical guidance to support their career progression. We have also brought members together to march in our first St Patrick’s Day Parade and our fifth Birmingham Pride, furthering

our commitment to inclusivity and community engagement, and held our second Social Mobility Conference to promote best practice amongst employers.

I am delighted that this year, we launched a new project around the theme of artificial intelligence to provide our newer members with the chance to learn more about our governance, present to our Council, and contribute to our future direction. I hope that many of those who were involved in the project will consider putting themselves forward for opportunities in the coming years. We have hosted our second Alternative Dinner at Villa Park, to increase the accessibility of our formal dinners to those who may not traditionally have been able to attend them. We have introduced three brand new categories into our Legal Awards – for Outstanding Student Contribution of the Year, Legal PA of the Year, and Junior Barrister of the Year, so that every area of talent in the local profession can be recognised and celebrated. We have also hosted two Legal Leaders Roundtables, to ensure that we hear the views of those that lead our member organisations. I hope that these initiatives will lay positive foundations for our future growth and development.

When I first began to plan my Presidential Year, there was no doubt that my chosen charity would be the Social Mobility Foundation. Whilst someone’s background should never determine what they can achieve, I have learned from my own experiences that it can and it does. Talent is everywhere, but opportunity is not, and throughout my professional career, I have made it my mission to do something about that. The work of the Social Mobility Foundation aims to ensure that talent from all backgrounds is nurtured, harnessed, and rewarded, and that employers can understand and break down the barriers that socio-economic background can create. I am delighted to have had the opportunity to complete the Manchester Marathon to raise money and awareness for the charity, and I am pleased that over the course of the year, we have raised £9,479.44 to support them in their endeavours.

Our many committees and subcommittees have continued to work hard on behalf of the Society in their respective areas. They have produced some excellent responses to numerous consultations and have put on a range of exciting and interesting events. Our newly established Council and

Board, formed after a review of our governance post-pandemic, continue to operate effectively, and we have welcomed our first permanent CEO, Nigel Hollett, to oversee our business strategy and lead our office team.

I have been grateful this year for the dedication and commitment of the Officers, Board and Council members who have volunteered their time and energy, and for the support of my colleagues at Bexley Beaumont. A special thank you also goes to Stephanie Perraton, Tony McDaid, and Ian Shovlin, who have mentored and guided me throughout. But most importantly, I would like to thank my partner Trystan, for his unwavering backing and encouragement.

But none of the Society’s achievements over the past 12 months would have been possible without the enthusiasm of our members, the work of our office team, and the support of our sponsors. Each of you has played a part in shaping the Society into the impactful organisation it is today, and together, we have created a community that is not only resilient and resourceful but also compassionate and inclusive.

I am immensely proud to have been your President this year, and I am confident that we can look forward to a future filled with promise, prosperity, and possibility. But we should always remember that leadership is not only defined by the title we hold, but the legacy we leave behind. Every action, every decision, every connection we make is an opportunity to shape the future – not just for ourselves, but for the profession and the communities we serve. So let us continue to build on our foundations, to push boundaries, and to create a legal landscape that reflects the very best of who we are and what we believe in.

Birmingham Law Society thanks our Gold Sponsors

RICHARD PORT MBE SWORN IN AS NEW PRESIDENT OF BIRMINGHAM LAW SOCIETY

Birmingham Law Society has sworn in its 2024/5 President, Richard Port MBE of George Green LLP, at its Annual General Meeting, which was held yesterday (26th September). Port succeeds Alice Kinder and is a passionate advocate for victims of domestic abuse.

With a Presidential campaign theme of “Voices,” Port’s focus, he explained at the AGM, will be firmly on empowering those who often lack a platform, both within the community and among Society members. By highlighting the exceptional work of those who might otherwise remain under the radar, Richard also aims to ensure that these voices are heard, acknowledged and celebrated.

As Richard takes on the role of President, he brings a clear focus on inclusivity, empowerment, and growth to the Birmingham Law Society and all its members. He encourages you to reach out and let your own voice be heard: connect with him at BLS events or through his various social media channels. Find him on LinkedIn: Richard Port MBE.

PROFESSIONAL OFFICERS FOR 2024/2025

President: Richard Port MBE; George Green Solicitors

Vice President: Matt O’Brien; Jonas Roy Bloom

Deputy Vice President: Guy Barnett; Acuity Law

NEW ELECTED COUNCIL MEMBERS 2024/2025

Victoria Zinzan; Irwin Mitchell

NEW ELECTED BOARD MEMBERS 2024-2025

Peter Brewer; Clarke Willmott LLP

Ian Jones; Spencer Shaw Solicitors

Will Lodder; Lodders Solicitors

Sana Saddique; Collective Law Solicitors LTD

Alice Kinder - Bexley Beaumont Limited

ANNUAL AWARD OF PRIZES 2024

The Society has made the following awards:Award for 50 years of practice:

Graham Ritchie 15/12/1973

Andrew Hill 01/12/1973

Roberta McDonald 01/12/1973

David Lodder 01/11/1973

TRAINEE PRIZES 2024

Gold Prize Winner +

Megan Walsh who holds a training contract with Shakespeare Martineau. Megan achieved a distinction with The University of Law.

Silver Prize Winner

Ryan Gardner who holds a training contact with The Wilkes Partnership. Ryan achieved a distinction with The University of Law.

Bronze Prize Winner

Chantal Elian has secured a training contract with Mills & Reeve. Danielle gained a mark of 80% in her Family Law module.

SQE 1 & 2 Results

Celia Gould has secured a training contact with Gaddu & Hall Solicitors. Celia achieved this whilst studying at BPP University.

INCOMING PRESIDENT’S LETTER

It is a new year for Birmingham Law Society, and I get the honour, as your new President, to address you on the exciting plans we have in store for our members and our community.

For those who know me, the West Midlands and Birmingham isn’t where I was brought up. My legal journey started in my hometown, Derby. I relocated to the West Midlands over 8 years ago and I am proud - due to the people, the spirit, the culture - to now call this place my home.

When looking back at my origins, I could tell you about my working-class background but to me that isn’t what defines me, it isn’t something that has driven me to succeed or the reason why I help others. Nor has my age. In writing this letter, it gave me time to reflect, as everyone should do from time to time, upon where my joy of people and my love for helping others came from which eventually led to my career in law, and I found the correlating point, my late mother.

If I omitted her from my origin story and gave you the typical PR blurb, I would be doing myself and yourself an injustice. Carol Port was a woman who loved people from all walks of life, who had unrecognised dyslexia but given a math sum could work

it out in her head without a second passing and an infectious enthusiasm to know and help everyone. She had no formal qualifications but was one of the smartest people you would have known because she had something better, people skills.

She was a market stall trader selling army supplies to the people of Derby, she was well loved, liked and respected and wanted to hear everyone’s story.

She was very loyal as well, to the point where the Police arrived at her market stall one faithful Saturday and asked her if she recognised a man in a picture and if she had sold him a balaclava the day before. But, as any criminal solicitor would advise, she firmly stated, without even looking at the picture “no comment”. I stress readers my mother was no Vito Corleone.

Carol Port was a huge character in her microcosm. She may not have played a major role in our society, changed laws, been recognised widely over LinkedIn, screaming and shouting her existence from the roof tops but to those who knew her, she played a major part, shaping, supporting and being there for them, in her community. To me, she taught me

relationships with people and helping others is more valuable than gold.

Now, I won’t lie and say that my mother wasn’t clueless about the world of law. When I told her, after obtaining my law degree, that I was going to train to be a barrister, she started crying. “Why would you waste your law degree and go and make coffees at Costa for a living”, however, that is a separate topic for another day. Despite the fact that I don’t come from a long legal line, with the support of lawyers I met along the way who wanted to help a young keen student, I got there in the end.

Now reader, this is not a eulogy to my late mother but one of millions of examples of those whose unsung presence in our lives, communities and our membership plays a huge role, in shaping us, supporting and pushing us forward, in every way.

I am known in the legal world and third sector for supporting domestic abuse victims and was even made an MBE for this by the late Queen; but I don’t forget the fundamental principle surrounding me, giving those without a voice a chance and opportunity to speak up.

Birmingham Law Society, with over 9,000 members, is the second largest Law Society in the United Kingdom. We are the “second city” and I can tell you without a doubt that some of our members have done extraordinary things - big, small, major, minor - that have influenced important decisions and supported the future change makers, whose ripple effect help countless people. All of this, in relative silence.

We are one Society, the cheesiest line I know but I want to hear from everyone - celebrating achievements, highlighting key important work, projects or ideas - we shouldn’t save these just for the legal awards.

Therefore, in my year, which I have fittingly called “voices”, I want to hear from everyone who plays a part in our Law Society from legal leaders to those who don’t have a platform to speak about the amazing things they do. I will be introducing in our Bulletin a section highlighting these outstanding members/organisations and groups we have and what they do. I invite everyone to think of and put forward themselves or others who deserve that platform. The more we promote the amazing work of our region, the more people that good work can reach.

With every voice we listen to, we must reflect on our past, present and our future. I plan on organising an event in the summer inviting as many

members/students as possible to celebrate the West Midlands and Birmingham legal community - our past, our present and our future. Without appreciating everyone who has played and continues to play a part in our Society, we cannot look to move forward. I want us to all celebrate what we have achieved as a whole Society, bringing everyone together and hearing everyone’s voices.

Bringing everyone together is a vital role I wish to take this year and I want to ensure that we expand and bring in firms/organisations from all over the West Midlands into our Society. Diversity is key in ensuring new ideas are brought in and that we are all heard. Everyone plays a major part in our Law Society which cannot be forgotten.

I will be continuing the ‘legal leaders’ lunches to explore and discuss new ideas, problems and solutions our legal community face. This is a perfect opportunity for you to engage in conversation with your leaders at your firms and organisations so that we can address points head on and make our legal community better.

Lunch and learns will continue with speakers addressing important issues to inspire us all, not just professionally but personally. We may be professionals, but we are also humans, with feelings, relationships and lives outside of the workplace. I also want to touch upon key issues our community faces, and address subjects overlooked as taboo subjects which you will discover further on. The one common feature with all our members is, we all used to be students. We all strived to learn, build our knowledge and experiences but as we get older, and time goes by, somehow we forget how daunting things were back then. A first interview, a room full of confident professionals huddled together in tight knit circles, drafting CV’s. These are probably simple scenarios for most of us now but back then it would have been like climbing Kilimanjaro.

Now one can think that, as technology has changed, opportunities have increased, the ease of learning is far greater and this should mean that students have no difficulty getting the roles, the chances or the skills to become a professional in law. As our Past President Alice Kinder touched on in her year, however, social mobility can be a factor that prevents this and, unfortunately, so many more factors come into play limiting students from achieving their dreams. I myself am a winner of the law lottery, the right place, right time and right people

around me; but students shouldn’t have to be the bookies’ favourite in order to achieve their aspirations.

As I said, we were all students once whether in our younger years or as mature students. Reading this, I want you to reflect on the achievements you have made personally, professionally and those achievements that have helped others in life. It is so important that we support our students, they are the seed from which we grow our next generation of law professionals. Without nurturing them and letting them flourish, our justice system and our Law Society withers in generations to come. I will be working closely with the local universities, providing what support they need to inspire our next generation of law professionals. Being President this year, it would be remiss of me, if I did not share my passion to help victims of domestic abuse with our society. This year, I have chosen two charities as my charities of the year, She Beast and Mankind which both support victims of domestic abuse, empowering female and male survivors to beat the cycle of abuse they are faced with. The money we raise will support more, from workshops empowering women physically through fitness and mental wellbeing and training, to professionals and phone lines for male victim support. It is vital for us to understand that victims come from all walks of life, domestic abuse is a great believer in equal opportunities, female, male, non-binary, all classes, all religions, young to old, any sexual orientation.

Domestic abuse is deemed as a taboo subject, something we don’t like talking about but in making it taboo, we empower the perpetrators because no one is willing to hear victims when they need our help. Let’s keep talking about the topic and revert the power back to the victims.

All past presidents strive to leave a legacy when they step down after their term, leaving the role having made change and hoping to have built on the work of the past president before us. For me, legacy means more than just leaving the society improved, I want the society to evolve. As in my own day to day role as a family solicitor and my own projects advocating for victims of domestic abuse, I won’t shy away from the difficult subjects, sit on the fence with troubling points and neither should our members. I want everyone to feel able to use their voice as members of this Society. For them to do that, I believe that they need to feel that they are involved in our legal community, and that they have what they need in life both

professionally and personally to give them the balance we all require. The Society can help provide that to its members, not only through all the networks of support we offer but also by ensuring that important issues our members face are not just the flavour of the month and then forgotten. We will listen to the voices of our members and do what we can to make proper change. Actions speak lounder than words and I hope my legacy will be that.

I want to say a big thank you. Like presidents before me, we are all grateful for those who have supported us over the years, in order to get to where we are now. As I keep referring to, it is through help, guidance and the people around us that lead us to where we want to be. I have so many people to thank, my list would be endless but I want to thank our now past President, Alice Kinder whose dedication to our Law Society has been never ending and I look forward to building on what she has achieved. Matthew O’Brien, our new Vice President, a great man I met around the time I moved to the West Midlands. I once referred to Matthew as my ‘lucky charm’, as he always seemed to pop up around milestone achievements in my career out of nowhere, what I really should have said was that Birmingham Law Society are lucky to have him. In advance, I am grateful for his support and excited to see what he achieves in his year as President. James Farmer, Catherine Edwards and Claire Darley all of whom have been great advisors to me with their wise words and support in my time at Birmingham Law Society and no doubt they will continue to be.

I am also grateful for the support from my firm George Green in particular our CEO David Stevenson and Head of Family Law, Mark Vandaele.

And of course, none of this happens without the amazing support of our team in Birmingham Law Society HQ, Nigel Hollett CEO, Becky Lynch, Jess Uppal, Shona Matson-Betts and Ashlee Traill.

I also want to thank you, our members, without you we would not be a successful Law Society, we would not have the skills, opportunities, and experience to drive and improve each and every year.

So, from all of us, thank you.

Richard Port MBE President, Birmingham Law Society

EVENTS

MEMBER’S EVENTS

In-House Lawyers Networking Social sponsored by Trowers & Hamlins LLP

3rd October, 5.45pm – 8.30pm, Trowers & Hamlins LLP FREE for all in-house lawyers to attend

BLS, BSG & BTSS Legal Eagles Quiz sponsored by Robert Walters

23rd October, 6pm – 9pm, Revolución de Cuba £125 +VAT for member team of 5 | £150 +VAT for non-member team of 5

In-House Lawyers Panel Discussion

6th November, Timings, Venue and Pricing TBC

BLS Pro Bono Week Event

8th November, 12pm – 3pm, Gowling WLG FREE for all to attend

REACH Sub-Committee Cinematic Event sponsored by Higgs LLP

11th November, 5:30pm - 8:30pm, MAC Birmingham £8 for all to attend

Membership Breakfast sponsored by Gleeson Recruitment

12th November, 8.30am - 10am, Gleeson Recruitment FREE for all to attend

LGBTQ+ Sub-Committee Trans Panel Discussion

19th November, 6pm – 9pm, Shoosmiths FREE for all to attend

Navigating Change: Networking and Legal Updates in partnership with No5 Barristers’ Chambers, Skills for English, Acuity Law and Black Country Women’s Aid

20th November, 4.15pm – 7pm, No5 Barristers’ Chambers £6.13 charity donation

In-House Lawyers Christmas Social

21st November, 5.45pm – 8.30pm, Venue TBC FREE for all in-house lawyers to attend

Newly Qualified Celebration 2024 in association with The Law Society of England & Wales

26th November, 6pm – 8pm, 3PB Barristers FREE for all to attend

To reserve your place and find out more, make sure that you visit www.birminghamlawsociety. co.uk

BLS GOLF DAY

BIRMINGHAM LEGAL LEADERS ROUNDTABLE

PAST PRESIDENTS’ LUNCH

BLS ALTERNATIVE DINNER

Be Part Of Pro Bono Week 2024!

Pro Bono Week takes place across the UK this year from 4 to 8 November 2024. Through events and comms it is an opportunity to recognise, showcase and discuss the voluntary contribution of the legal profession in giving free legal help to those in need.

For the latest updates follow @ ProBonoWeekUK on Linkedln or X

(Twitter).

Arrange an event

Pro Bono Week is a great time to arrange an event to promote or discuss pro bona. Many events are external occasions organised in partnership with others, while others are internal events for colleagues at an organisation. The overall theme for 2024 is “the Power of Pro Bono”, with some additional subtopics:

• Barred from justice: powerful, everyday stories

• Embedding pro bona in your organisation and career

• How technology can enhance access to justice

If you organise an event whether internal or external please do let us know! For help anning an event visit probonoweek.org.uk/event- ans

Share content on social media

Pro Bono Week is a perfect time to post on social media or your website

Birmingham Law Society 2025 Legal Awards Launched!

Birmingham Law Society has launched it’s 2025 Legal Awards, its annual search for the top talent within the region’s legal community. Richard Port MBE, incoming President of the Birmingham Law Society said about the launch “As the incoming President, I am so honoured for its 23rd year running to be launching the Birmingham Law Society Legal Awards 2025.

This is our chance to celebrate the excellence of our legal sector in Birmingham and the West Midlands, the outstanding law firms, excellent practitioners, driven students, essential volunteers and vital academics who play such an incredible role in ensuring that our community and our country’s justice system delivers now and in the future.

In line with my theme of “voices” and placing a spotlight on those who wouldn’t normally have a chance to shine or do not think their contributions make a difference, I encourage everyone to nominate for those who you think really are a diamond in our legal sector, nominate yourself and share your own accomplishments , to you it

maybe a small feat but to us we want to hear it.

This is the time for us to celebrate and be proud of what we do in Birmingham and the West Midlands and I couldn’t be prouder to help give a platform to do so. Nominations are open until 7th October so don’t wait, get nominating.”

The legal awards cover 14 award categories and all nominations are judged by an experienced panel of independent judges, brought together from the world of law, business and academia. Interviews will take place in mid-January with the awards taking place on Thursday 13th February.

We want to encourage our members and guests to join us at the ICC for this black-tie event. We encourage engagement across social media using #2025LegalAwards to share photos and well wishes for nominees, shortlisted and winners.

For more information, please click here

about your commitment to pro bono, or to thank your volunteers, or to showcase a particular pro bono lawyer or project. #ProBonoWeek

For a toolkit & resources such as #IDoProBono posters visit probonoweek.org.uk/mediaresources

Attend events in Pro Bono Week

Events you can attend are continually added to the calendar at probonoweek.org.uk/events

These include the hybrid launch event in London & Edinburgh, including with Lady Justice Simler of the Supreme Court and the Attorney General of England & Wales Lord Hermer KC.

Sign up to do pro bono

For lawyers or organisations not yet involved in a pro bona scheme, Pro Bono Week is an opportunity to sign up, see probonoweek.org.uk/ volunteering

Excello Law Expands ‘House Of Brands’

A team of five from Thursfields have partnered with legal disruptor Excello Law to launch DBA Law, a boutique property and property litigation firm in Birmingham.

DBA Law is the ninth firm to be launched in partnership with Excello Law as part of its ‘House of Brands’. The DBA Law team includes partners Helena Bannister, Terry Dickson and Anna Albini, along with associate Evita Svampane and experienced paralegal Louise Evans. They have worked together at three law firms – Buckles, Wright Hassall and most recently Thursfields.

DBA Law will be based in Excello Law’s Birmingham office and will advise a wide range of property clients, covering all aspects of transactional and contentious real estate law including site acquisition for development, landlord and tenant and asset management. The firm will also specialise in long residential leasehold matters, mixed use block management, lease extensions and enfranchisement.

CHARITY NEWS

She Beasts CIC: Empowering Women, Transforming Lives

Founded in 2021 by Sadie Jones, She Beasts CIC was born from a heartfelt mission to uplift women from all walks of life.

Inspired by Sadie’s own lived experience, She Beasts represents a beacon of hope for those facing similar battles. Sadie’s personal experience with trauma, resilience, and recovery fuels her commitment to helping other women reclaim their power.

Mission

She Beasts is dedicated to creating a community where everyday women hold each other accountable, offering empowerment and inspiration to others who share their journey.

Vision

They believe every female has the right to overcome adversity and rise to her fullest potential.

Values: F.A.C.E

• Fearless - Confronting fears head-on, knowing you’re never alone.

• Authentic - Unleashing inner strength, whatever form it takes

• Committed - Dedication to your journey, the She Beasts community, and personal growth.

• Empathetic - Women supporting women to become the best version of themselves.

Centered on the pillars of mindset, nutrition, and movement, She Beasts offers a holistic approach to empowering females through transformative workshops - both in-person and online. Their services include one-to-one support and group-based activities designed to build transferable skills, boost confidence, and create lasting personal growth. For those looking to elevate their fitness journey, we provide Level 2 and 3 diploma qualifications with guaranteed employment opportunities upon completion. Soon, to be further enhanced by their safe housing initiative, offering a secure and nurturing space that fosters healing,

self-discovery, and the creation of a future shaped by the female’s own vision and the strength of a supportive community.

She Beasts CIC is more than just a support system—it’s a movement toward lasting empowerment and transformation.

Find out more at www.shebeastscic.co.uk or you can donate here.

The Mankind Initiative - Supporting Male Victims Of Domestic Abuse

According to the Government, one in three victims of domestic abuse are male. This equates to 750,000 men every year with two thirds of these being victims at the hand of partners or ex-partners. In the West Midlands, figures from the police state that 14,000 men report to them annually as victims of domestic abuse. It shows the scale of domestic abuse that impacts men – young men, old men, disabled men, gay men and men from all ethnic backgrounds.

Over two decades ago they had nowhere to turn until the ManKind Initiative charity was founded by several men and women – the men had been victims themselves and the women had brothers and sons who had been affected. The charity then set up a helpline, website and sought to ensure there was domestic abuse support for men and their children in every town, city and county.

Whilst these have now been achieved, the challenges continue. We hear this every day from the 2,000 men who call us anonymously every year, from the emails we receive and the challenges we see from a society that does not always take men seriously. Research published a few years ago showed that local magistrates felt that male victims of domestic abuse could bear more harm than women, even when the situation

was the same. That is why our work remains as important today as it did in 2001.

Our charity’s helpline and website which receives over 200,000 visitors every year and includes an online directory of support, is funded solely through donations and fundraising. All funds, including those kindly provided by members of the Birmingham Law Society, are ringfenced. This also provides the charity with the time and headspace to ensure the voices of male victims are heard with police and crime commissioners, mayors, police forces, the legal community and the CPS. With the latter, we have ensured that all CPS policies include male victims and we continually work with them regionally and at a national level. We still have more work to do as it remains unacceptable that all male victims of domestic abuse are officially classed as being ‘victims of violence against women and girls...’

The support from members of the Birmingham Law Society will help us continue to save the lives of men that call us. We listen to them, provide information and signpost them to the police, local support and of course, the legal community. Our popular law pages signpost men to those who have said they will support them. Please do visit https://www.mankind.org.uk

From all of us at The ManKind Initiative, and more importantly, from all those we help – thank you for your support of the coming year. It really will make a difference.

You can donate here.

Mark Brooks OBE Chair of Trustees, The ManKind Initiative

The Master Of The Rolls Addresses Birmingham Litigators About AI

Birmingham recently had the distinction of hosting an important speech by the Master of the Rolls, Sir Geoffrey Vos, on the use of Artificial Intelligence in commercial dispute resolution. Sir Geoffrey, who is the head of civil justice in the UK, gave his views at a Birmingham Business & Property Courts Forum (BBPC Forum) event hosted by Pinsent Masons LLP alongside an expert panel discussion chaired by its litigation partner, Andrew Herring.

The BBPC Forum has been created this year to help foster the commercial dispute resolution community in the Midlands and provide a networking forum for Business and Property Court users such as solicitors, barristers, in-house lawyers, accountants, litigation funders, expert witnesses and litigation technologists. Its events are free to attend. It is supported by the Birmingham Law Society’s Dispute Resolution Committee and the MCCBA (the Midlands Chancery and Commercial Bar Association). Networking drinks sponsored by TrialView after the event provided an excellent opportunity for court users to network and meet the High Court Judges in attendance. TrialView is a digital platform for litigation and dispute resolution, which allows

fascinating perspectives about

the ability of AI to drive productivity

conducting quicker and more accurate disclosure exercises and streamlining existing legal workflows. The panel also identified opportunities for AI to improve client service in ways which are already being experienced in the retail sector. AI is likely to accelerate the adoption of other new technologies and working practices into the legal profession as developers seek to unlock its potential.

lawyers prepare, present and conduct their case digitally.

During his speech, Sir Geoffrey highlighted the dramatic changes in the legal landscape over the past 25 years, moving from analogue to digital legal services. He highlighted significant changes in the types of disputes that are now coming before the courts, the process of giving legal advice, and the delivery of legal services due to AI. Sir Jeffrey also stressed the importance of maintaining the principles of justice, fairness, and the rule of law while integrating AI into the legal system before concluding that the legal sector needs to quickly work out the parameters of the appropriate use of AI so that practitioners can provide reliable and accurate legal advice and dispute resolution services.

Sir Geoffrey’s comments about AI hastening of the development of a digital justice system and changing the work of lawyers, judges and commercial parties chimed with the expert panel comments about the advantages and disadvantages of the anticipated technological revolution in legal services. The panel comprised Tracey McDermott (Chief Technology Officer at Pinsent Masons), David Blayney KC (Serle

For balance, the panel also identified some key risks relating to increased use of AI for legal services including data security, client confidentiality, the current high expense of using specialist AI applications, and the use of AI driving the trend of increasing commercialisation of commercial litigation claims.

The event was closed by Mr Justice Zacaroli, who will shortly complete his tenure as the Midlands Presiding Judge following which he will become a Lord Justice sitting in the Court of Appeal. Mr Justice Zacaroli described this event as not only the best panel discussion he had attended on the subject of AI, but the best panel discussion he had ever attended. Hopefully future BBPC Forum events will live up to these high standards!

The BBPC Forum is planning a number of future events involving senior judiciary for the benefit of the whole commercial dispute resolution community. Events will be promoted through the Birmingham Law Society’s website. Its events are hybrid, so attendance can be remote as well as in person. We would encourage everyone with an interest in this area of work to try and attend its events and build on the success of this event.

2025 Legal Awards

NOMINATIONS NOW OPEN!

Entries are now open for the Birmingham Law Society Legal Awards 2025.

Firms and individuals practising in Birmingham and surrounding areas are invited to submit nominations in one of the 14 award categories. Please see below for a full list of award categories. Nominations will be judged by an experienced panel of independent judges, comprising leading figures from law, business and academia. The winners will be announced at an awards ceremony on Thursday 13th February 2025 at The ICC.

TO SUBMIT A NOMINATION JUST FOLLOW THESE THREE EASY STEPS.

STEP 1:

• Please put forward just ONE name of an individual or practice in each of the categories below. Only firms and individuals practising in Birmingham and surrounding areas are eligible to enter.

• Consider the reputation, experience, acumen, professionalism, commitment to clients and others with whom individuals or firms work, including involvement in the community, leadership and contribution.

• Please complete legibly and include your name/ organisation.

• Further copies of this form can be downloaded from www.birminghamlawsociety.co.uk . Photocopied nomination forms will be accepted. To enter online go to https://birminghamlawsociety.co.uk/ members/legal_awards_nominations.php.

• Nomination forms must be returned to Birmingham Law Society by 7th October 2024.

• The easiest way to enter is on the website using the online form: www.birminghamlawsociety.co.uk Alternatively entries can be submitted by email to

awards@birminghamlawsociety.co.uk or post to Rebecca Lynch, Birmingham Law Society Legal Awards, Office 292, 2nd Floor, The Lewis Building, 35 Bull Street, Birmingham, B4 6AF.

• Full award criteria is available on the website, for all categories: https://birminghamlawsociety. co.uk/legal-awards/awards-criteria/

STEP 2:

• Once all entries have been received, nominees will be contacted and asked to supply further detailed information to support their nomination.

STEP 3:

• Shortlisted nominees will be required to attend an interview with the judging panel week commencing 20th January 2025.

A date and time will be allocated in December 2024. (Due to a very tight schedule, please note the interview time allocated will be fixed and therefore no alterations to the allocated slot can be requested)

If you require further information please contact us at: awards@birminghamlawsociety.co.uk or Tel: 0121 227 8700.

2025 LEGAL AWARDS CATEGORIES

• Outstanding Student Contribution of the Year

• Apprentice of the Year

• Trainee Solicitor of the Year

• Paralegal of the Year

• Legal PA of the Year

• Solicitor of the Year

• Junior Barrister of the Year (10 years’ call and under)

• Barrister of the Year (over 10 years’ call)

• Partner of the Year

• In-House Lawyer of the Year

• Equality, Diversity and Inclusion Award

• Pro Bono Award

• Law Firm of the Year (1-49 Employees)

• Law Firm of the Year (50+ Employees)

2025 LEGAL AWARDS CATEGORIES

COMMITTE NEWS

In-House Committee - Get Involved!

Join our newly formed committee with our online communities and upcoming events! With roughly 1 in 4 Solicitors across England and Wales currently In-House, this is an exciting and growing area of the profession.

Get in touch with Committee Chair Bal with any questions using the following links

LinkedIn Group WhatsApp Group https://birminghamlawsociety.co.uk/ in-house/

LGBTQ+ Sub Committee Update

It was with great disappointment that troubling national events led us to cancel our first casual networking event at Loft Lounge in August. We wanted to take the opportunity to send our well wishes to those affected by the disorder. We, alongside many of you no doubt, stand shoulder to shoulder with those peacefully showing that there is no room for fascist bigotry in our city.

As the dust settles, let us look forward to more positive times. We as a committee are excited to announce a number of events geared at bringing us all closer together.

On 19 November, we will be hosting a charity panel event in support of Trans Awareness Week at Shoosmiths office at 103 Colmore Row. We hope this will be a great opportunity to get together in the name of solidarity and a tremendous cause. The event is expected to be a sell-out so save the date and keep your eye out for the ticket sales!

On the topic of hotly anticipated events our co-Chair Shereen Johal has gathered some of the heavy hitters of industry to discuss how we harness the LGBTQ+ community in our city. This is ‘Pride in Leadership’ and sees Andy Street, former Mayor of the West Midlands, as a key note speaker.

Get your ticket here, while they last.

In other news, we have to commend the incredible work that Birmingham LGBT are doing for the community, with a particular focus on their exciting new home on Hurst Street which is due to open early next year. Co-Chairs Shereen and Marc and the Sub-Committee’s newest member Shannon (pictured here) attended the networking event at the Birmingham Grand Hotel where they learnt more about the Centre’s work and those who dedicate their time.

Finally 11th October is National Coming Out Day. Remember that sometimes, just being there means the world.

Remember: “nothing here is promised, not one day. And love is love is love is love is love is love is love is love” Lin Manuel- Miranda Best, Shereen.

Law Firm Grows Midlands Reach With New Wolverhampton Office Hub

Social purpose law firm, Anthony Collins, has increased its Midlands presence with the opening of its new private client office in Wolverhampton.

The decision to establish the hub came from the firm’s desire to increase the number of families it supports with specialist legal expertise and will build on the extensive work carried out by the firm’s award-winning childcare team across the region.

The launch of the Wolverhampton office follows the firm’s success in being awarded an additional family legal services contract by the Legal Aid Agency. This complements the equivalent Legal Aid contract successfully held by Anthony Collins in Birmingham since the firm’s inception 50 years ago.

Located on Salop Street, in the heart of Wolverhampton, the new office has extended the firm’s reach to families and individuals based in the city and across the Black Country, Shropshire and Telford.

Anthony Collins partner, Madhur Sharma, a longstanding childcare solicitor who has worked in the Wolverhampton and Black Country area for more than two decades, will lead the new office.

Reflecting on the launch, Madhur said: “One of our main goals as a clientcentric, social purpose law firm is to make our support as accessible as possible. This new office hub is essential to furthering this, bringing our services one step closer to more people and families to change their lives for the better. “

The Therapeutic Benefits Of Having A Therapy Dog At Work – Meet Miss Darcey

The presence of therapy dogs in the workplace is gaining popularity as more companies recognise the numerous benefits they bring to employee well-being and overall workplace morale. Therapy dogs, unlike service dogs, are trained to provide comfort and support through their gentle and friendly demeanour.

Miss Darcey is a trained therapy dog, volunteering at the weekends in care homes with residents that have advanced Demetia and/ or Alzheimer’s. St Philips chambers were looking at ways to assist with the wellbeing of their members and staff at the time and agreed to have Miss Darcey in Chambers once a week to begin with. Miss Darcey was an instant hit and occasionally even went into difficult conferences to help clients that had anxiety or were nervous coming into chambers.

Chambers had a member of staff that had a fear of dogs but fast forward 9 months and that member of staff and Miss Darcey are now best friends. Miss Darcey’s owner is head of HR for St Philips and has noticed that employees frequently come for a cuddle or chat with Miss Darcey.

Having a therapy dog at work encourages social interaction among employees. Dogs can act as social catalysts, prompting conversations and interactions that might not otherwise occur. This can enhance team cohesion and improve communication, fostering a more collaborative work environment. Some employees even have treats in their draws for Miss Darcey and she is often seen performing tricks to get these treats (sit, lie down, roll over, Ballerina dance, Meercat pose, to name but a few). She is a big hit on St Philips LinkedIn profile too.

The benefits and impact of Miss Darcey being in chambers have been overwhelming and she is now in chambers 2-3 days a week. She has been made an official member of staff and is even on their website as the ‘Paw-sonal Therapy Assistant’. One of the most significant benefits of having a therapy dog like Miss Darcey in Chambers is the reduction of stress and anxiety among employees.

Interacting with dogs has been shown to lower cortisol levels, the hormone associated with stress. The simple act of petting a dog can trigger the release of oxytocin, a hormone that

promotes feelings of relaxation and bonding.

Therapy dogs can significantly boost the mood and morale of employees. The presence of a friendly dog such as Miss Darey can create a more relaxed and enjoyable atmosphere, leading to happier employees. This uplift in spirits is especially beneficial during high-pressure periods or after stressful meetings.

Employees who are less stressed and happier are generally more productive and creative. The calming presence of a therapy dog can help employees maintain focus and energy throughout the day. Breaks to interact with the dog can also serve as mental resets, allowing employees to return to their tasks with renewed concentration and creativity.

Therapy dogs can play a crucial role in supporting mental health at work. Employees dealing with depression, anxiety, or other mental health issues can find comfort and solace in the non-judgmental companionship of a dog. This can make the workplace a more supportive environment for those struggling with mental health challenges.

Promotion of Physical Activity

Dogs need regular walks, which can encourage employees to take breaks and get some physical exercise. This can be particularly beneficial in sedentary office environments, promoting healthier lifestyles and reducing the risk of health issues associated with prolonged sitting. Improvement in Employee Retention and Recruitment

Companies that offer unique perks such as therapy dogs can stand out in the competitive job market. This can help in attracting top talent and improving employee retention rates. A therapy dog in the workplace can be seen as a progressive and caring environment, appealing to potential hires.

Conclusion

The incorporation of a therapy dog into the workplace can offer a multitude of benefits, from reducing stress and improving mental health to enhancing productivity and social interaction. As more companies recognise these advantages, therapy dogs are likely to become an increasingly common and beloved fixture in workplaces around the city.

Fast, Accurate Drug, Alcohol & Dna Testing From Alphabiolabs’ Uk Laboratories

AlphaBiolabs is a leading UKASaccredited and award-winning provider of Drug, Alcohol and DNA testing services to family law professionals across Birmingham, the Midlands and the UK.

From professional sample collection to analysis at our accredited UKbased laboratories, and timely delivery of Expert Reports, we offer an exceptional standard of service throughout the testing process, performing thousands of tests inhouse every year.

Reasons to choose us:

• One of the few testing providers with UKAS ISO 17025 accreditation in all three areas of analysis

• Rapid results – 5-7 days for drug testing, 3-5 days for alcohol testing and next-day DNA testing

• Lab 51 extension for analysis of toxicology samples

• Member of Society of Hair Testing

• Ministry of Justice approved for DNA relationship testing

• All prices within Legal Aid Agency rates

• UK-wide network of walk-in centres including Birmingham and Coventry – unique to AlphaBiolabs – with

• FREE sample collection for legallyinstructed tests

• Our Price Promise means we will beat any like-for-like quote by a further 10%.

Drug testing

We test for the widest range of drugs across a variety of sample types including head hair, body hair, nails, urine, and oral fluid.

We also offer a FREE Drug Screen Plus service to tell you if any additional substances were present that you did not initially ask us to test for.

Alcohol testing

Our alcohol testing options include hair, nail, and blood tests for alcohol biomarkers. We also offer breath testing, and the SCRAM® bracelet, for real-time, continuous alcohol monitoring.

DNA testing

Our DNA testing is the most powerful in the industry, analysing up to 45 DNA markers, with tests including paternity, sibling, grandparent, avuncular, Y chromosome and extended family (including cousins).

We are the only lab to hold UKAS ISO 17025 for prenatal paternity testing and are Ministry of Justice approved to provide parentage testing. Next-day results are provided as standard, with same-day results

available if required, and are accepted by Family Court, the UK Visas and Immigration Service and the Home Office.

End-to-end support

As soon as we receive your instruction, you will be assigned a dedicated Case Manager, who will act as your main point of contact throughout the testing process. We schedule sample appointments 7 days a week, make first contact with the Sample Donor within 24 hours, and can attend any location in Birmingham or the wider region within 24-48 hours, including homes, hostels, hospitals, prisons, workplaces and council offices.

We also offer FREE sample collection for legal DNA, drug and alcohol tests from our Birmingham and Coventry walk-in centres.

Our network of professional Sample Collectors operate across the UK, are DBS checked, adhere to RCN regulations, and are comprehensively trained in safeguarding.

We also:

• Follow strict chain of custody procedures

• Employ expert geneticists and toxicologists

• Provide clear, concise, easy-tounderstand Expert Reports within the framework of Family Law, that follow Part 25 of the Family Procedure Rules (2010)

• Provide expert witnesses to attend court if required

Get a quote

Members of Birmingham Law Society can get 10% off DNA, Drug, and Alcohol testing from AlphaBiolabs until 31 October 2024 with code BLS10. Our New Enquiry team are always available to discuss requirements and provide you with confirmation of agreed testing and pricing for each case, including agreed volume discounts.

Our Price Promise means we will also beat any like-for-like quote by a further 10%.

For more information visit https:// www.alphabiolabs.co.uk/legal-testforms/ call our New Enquiry team on 0333 600 1300 or email testing@ alphabiolabs.com

Irwin Mitchell Appoints Birmingham Partner As New Head Of Manufacturing Sector Group

Irwin Mitchell has announced that commercial partner, Pete Maguire, has been appointed to head up its national manufacturing sector group.

Pete is based in the Birmingham office and joined Irwin Mitchell earlier this year from Wright Hassall where he co-led the Advanced Manufacturing and Engineering Sector Group.

He advises businesses, including manufacturers, with their commercial contracts, including drafting and negotiating contracts for both suppliers and end customers at all tiers of the manufacturing supply chain, together with logistics, outsourcing, and commercial agreements. In his new additional role, he’ll lead a multi-disciplinary team of commercial, real estate, ESG, employment, corporate, insolvency, regulatory and IP lawyers who all specialise in advising manufacturing businesses.

Fergal Dowling, managing partner of Irwin Mitchell’s Business Services

Birmingham Growth Vindicates ‘Best In Class’ Claim Say Hall Brown

Hall Brown has boasted that it its ambition to be Birmingham’s leading family law firm is within sight.

Following strong growth since it opened its office in the city late last year, the boutique practice has announced the appointment of two lawyers from rivals.

Janine Hobday has been named Senior Associate and will head up Hall Brown’s office in the city, where she will be joined by Solicitor Harriet Williams.

Senior Partner Sam Hall said that both hires were the first phrase of a recruitment drive which will eventually see the award-winning firm double its staff numbers over the course of this summer.

He added that the expansion was evidence of the determination to repeat in Birmingham the success which Hall Brown has seen elsewhere.

“When we opened in Birmingham, we made clear that we saw the office as a key part in a national operation, offering the sort of high quality client care for which we have become renowned.

“It’s extremely heartening, therefore, to see that we have been exceptionally busy since.

“An important element in delivering excellence is being able to attract individuals who are not only incredibly capable lawyers but who are familiar with this region and every other area of the country in which we work.”

Hall Brown said the decision to take up residence at the Colmore Building in Birmingham city centre in December was a “logical step” for the firm.

Hall Brown’s Birmingham growth comes after 12 months which have seen the firm reveal that it is on course for new record turnover figures and moving to new, larger premises in Leeds.

The increase in workload across all five of its offices - Birmingham, Manchester, London, Sheffield and Leeds - has been complemented by a string of senior appointments and promotions within its legal and support teams.

Group, said:“Since joining Irwin Mitchell in May, Pete has made a significant impression with his expertise and dedication. His leadership is already proving to be an asset and I look forward to seeing Pete take his extensive knowledge and experience to further enhance our capabilities in the manufacturing sector.”

Pete Maguire added: “The UK manufacturing sector still faces significant challenges, including rising inflation, supply chain disruptions, and a skills gap.

“Irwin Mitchell works with a strong portfolio of manufacturing businesses and has a solid reputation in the sector. I’m looking forward to the opportunities ahead and providing proactive advice to ensure our clients in the sector can flourish.”

City Firm Welcomes Trainees & Apprentices

Shakespeare Martineau has welcomed its latest cohort of trainees and graduate apprentices.

Freya Whiteside, Justin Clegg, Afrin Nanavatti, Jakub Mikulecky, Govind Johal, Jonah Cooke, Lisa Bauroth, Maria Sharpe, Rebecca Sault and Sinead Pow will undertake four sixmonth seats in a variety of specialist practice areas, including education, insolvency, dispute resolution, infrastructure and contentious probate.

Emily Labbate and Eleanor White have also enrolled in the firm’s SQE Graduate Apprenticeship programme with the University of Law.

Emily Cupi, early ambitions development adviser at Shakespeare Martineau, said: “Our trainees and apprentices are our future and make a valuable contribution to the firm. We are proud to support them on their journey to becoming qualified solicitors”

Elevate Your Legal Career with a ‘Bounce Mindset’

Recently, I have been asked what makes a career bounce forward?

What leads to the 1 in 3 promotion success rate we have from our programme. I want to say it is a mindset, a performance mindset which I have renamed writes Rebecca Mander of GuruYou.

Success in the legal profession requires more than just technical expertise, it demands a mindset geared towards continuous improvement and personal growth. A mindset that, when faces disappointment, bounces up again! As the legal industry evolves, professionals must seek new ways to stay ahead. Adopting a bounce mindset can be the key to unlocking long-term success.

What is a Bounce Mindset?

A bounce mindset is the belief that your abilities can be developed through hard work, learning, resilience and persistence. This concept builds on growth mindset developed by psychologist Carol Dweck, which focuses on personal development. A bounce mindset when linked to your professional life, promotes excellence and growth in your career.

Rather than settling for routine practices, a bounce mindset encourages constant evaluation and adaptation. It’s about learning from setbacks, embracing challenges, and continuously seeking ways to improve your skills. This mindset fosters resilience, creativity, and a commitment to reaching new professional heights.

Why Does a Bounce Mindset Matter in Law?

A bounce mindset helps legal professionals stay competitive by

fostering qualities essential for career advancement.

• Effective Productivity: Constantly reviewing and refining work habits and delegation skills improves efficiency. Instead of sticking to traditional routines, those with a bounce mindset actively seek out innovative methods for better results.

• Enhanced Problem-Solving: With a bounce mindset, challenges become opportunities for growth. Facing difficulties with creativity and determination sharpens your problem-solving skills—qualities that are essential for success in legal practice.

• Resilience: In a demanding field like law, setbacks are inevitable. Professionals who adopt a bounce mindset view these setbacks as temporary and manageable. This resilience allows them to bounce forward not back and more stronger to continue thriving in their careers.

• Commitment to Learning: Lawyers must stay current with legal trends, technologies, and evolving regulations. A bounce mindset drives a continuous quest for knowledge, making you more adaptable and better equipped to take on leadership roles.

How to Cultivate a Bounce Mindset

• Take on Challenges: Embrace difficult cases and projects as opportunities to learn and grow. Stepping out of your comfort zone allows you to develop new skills and gain confidence.

• Seek Feedback: Regularly reviewing your own performance or asking

for feedback from colleagues and mentors helps identify areas for improvement and keeps you on track for growth.

• Review your performance: Athletes don’t finish a race and think “that went well” do they? They review footage and feedback over and over in a bid to improve performance for next time.

• Break Down Big Goals: Set ambitious goals, but break them into smaller, manageable steps to maintain focus and motivation.

• Prioritise Wellbeing: Growth isn’t about burnout. Prioritise mental and physical health by scheduling self-care the way you would a work event. Maintaining a healthy balance is crucial for long-term success.

Take the Next Step

Developing a bounce mindset is a transformative step for any legal professional. It enhances how you approach your work, deal with challenges, and bounce forward in your career. By adopting this mindset, you’ll position yourself for leadership roles and long-term success.

Are you ready to embrace the mindset that will elevate your legal career? Start today by seeking out opportunities for growth, continuous learning, and resilience-building practices. The leadership path begins with the mindset you choose to adopt.

Get in touch at hello@guruyoucoach. com for more information or join our wonderful Facebook Group to support your bounce mindset. https://bit.ly/ C0NF1DENCE

24th Commonwealth Law Conference 2025, Malta

Join the Commonwealth Lawyers Association for the 24th Commonwealth Law Conference 2025, Malta 6th-10th April 2025

Register for one of the most prestigious events in the Commonwealth legal calendar.

Visit Commonwealth Law Conference 2025 Malta to browse the 5-stream program, view the stellar speaking faculty and register. This biennial congress will attract practicing lawyers, senior justice leaders, members of the judiciary and academics and we look forward to five days of lively debate, diverse networking and an opportunity to

reconnect in the vibrant surroundings of the Hilton Hotel and Conference Centre, St Julian’s Bay. Colleagues are warmly invited to join us and discuss a range of issues under the overarching conference theme of “Commonwealth Lawyers – fit for the future!”.

Under 40 years of age? Young lawyers are invited to a dedicated conference day for all young lawyers on 6th April 2025, with a bespoke programme of interactive workshops, keynote presentations and skills training. The day is an outstanding opportunity for young lawyers to network, learn and work with an international panel of presenters.

The 5-star Hilton Hotel is offering exclusive preferential accommodation rates for delegates and is an ideal base for those who wish to stay at the conference venue, in the heart of the vibrant Portomaso Marina. Just 15 minutes from the ancient capital city of Valletta, the Hilton offers sea, harbour or garden views and is a short walk from the many bars and restaurants that blend fishing village charm with sophisticated waterfront development.

Join the CLA today as a member to gain access to significant discount on conference registration rates https://

www.commonwealthlawyers.com/ membership/

Birmingham Law Society is an institutional member of the CLA and supports our work to promote and maintain the rule of law throughout the Commonwealth, by ensuring that an independent and efficient legal profession, with the highest standards of ethics and integrity, serves the people of the Commonwealth.

Our committed, growing and dynamic membership includes law practitioners, senior justice leaders, members of the judiciary, academics and emerging young talent who are united by a shared interest in promoting the rule of law throughout the Commonwealth. The CLA regularly engages with other Commonwealth organisations in working groups and projects and is an accredited partner organisation of the official Commonwealth.

The CLA looks forward to welcoming you to Malta next year where the legal community will celebrate together the warmth and diversity that are the keynotes of the Commonwealth fraternity.

For more information or queries, please contact the CLA Secretariat on info@commonwealthlawyers.com

Nearly Two-Thirds Of Adults Without An Up-To-Date Will

Solicitors now have the chance to help the staggering 62% of adults in the West Midlands who either don’t have a Will or have one that’s out-ofdate, by taking part in this year’s Will Aid campaign.

The poll by the Will-writing charity, which surveyed more than 2,000 people across the country, found 49% in the region haven’t made a Will, and 13% admitted theirs did not reflect their current wishes.

OPEN FOR SIGN-UPS

Now’s the time for solicitor firms to sign up to participate in this year’s Will Aid campaign – which brings a host of opportunities including helping thousands of people who don’t have a Will, attracting new clients, boosting their reach and helping seven of the UK’s best-loved charities too.

Will Aid is an annual charity Willwriting scheme that sees hundreds of solicitors volunteer their time and expertise during the month of November to write basic Wills. Instead

of charging their usual fees, they invite clients to make an upfront donation to Will Aid. Donations raised through the campaign support the vital work of the seven Will Aid charities.

It has been running since 1988 and has encouraged more than 350,000 people to write their Will with a regulated and insured solicitor and, in so doing has raised more than £24 million in donations, and many millions more in pledged legacies.

WORRYING FIGURES

Will Aid’s latest poll showed financial pressures seem to be holding people back. Of all those polled, 21% cited the cost of instructing a solicitor as the reason they haven’t sorted a Will.

Other reasons included believing they had nothing worth leaving (27%), never finding the time (18.5%), feeling uncomfortable talking about death (16%) and concerns about the process being too complicated (16%).

Nationally, the average time since people last updated their Wills is six years, with nearly 20% admitting they’ve never updated theirs.

Will Aid is a partnership between the legal profession and seven of the UK’s best-loved charities.

The initiative, which has been running for more than 30 years, sees participating solicitors waive their fee for writing basic Wills every November.

Instead, they invite clients to make a voluntary donation to Will Aid – a suggested £100 for a single basic Will and £180 for a pair of basic ‘mirror’ Wills.

Will Aid is a win-win initiative for solicitors. For more information on how to join, visit the Will Aid website at www.willaid.org.uk/register or call 0300 0300 013.

ENDS

How to Choose the Right Case Management System

Selecting the ideal case management software for your law firm can feel overwhelming, but with a structured approach, you can simplify the process and find a solution tailored to your firm’s needs. Here’s a streamlined guide to help you navigate through identifying requirements, evaluating solutions, and overcoming challenges effectively.

1. Identifying your firm’s requirements

Before exploring case management software options, clearly define your firm’s specific needs. This step is crucial for finding the right fit. Start by asking:

• What are your business objectives for the next 2-3 years?

• What processes are currently working well?

• Where are the pain points in your workflow?

For instance, if you aim to reduce physical mail, prioritise systems with strong digital communication features. If boosting productivity is key, look for systems that automate routine tasks and enhance collaboration.

2. Evaluating case management solutions

With your requirements in hand, it’s time to compare solutions. Consider two options: Access Legal Proclaim and Access Legal Case Management, each catering to different needs:

• Access Legal Proclaim: A hosted system suited for firms seeking a comprehensive on-premises solution with extensive customisation options.

• Access Legal Case Management: A browser-based system ideal for firms valuing flexibility and remote access.

During evaluation, engage in a discovery call with providers to understand features, integration capabilities, and alignment with your goals. For example, if automation is crucial for handling routine tasks, Access Legal Proclaim might be the better choice.

3. Addressing challenges and setting objectives

Transitioning to a new system can be disruptive. To manage this, involve everyone from the start and prepare for potential challenges:

• Get buy-in: Ensure all departments understand the benefits and are involved in the decision-making process.

• Focus on training: Invest in thorough training to facilitate smooth adoption.

• Set clear goals: Define measurable success criteria, such as reduced turnaround times or improved client satisfaction.

4. Assessing business impact

Evaluate the potential impact of new case management software beyond just costs. Consider:

• Cost savings: Estimate savings from reduced physical mail and increased

efficiency. Use tools like our cost-percase calculator

• Productivity gains: Measure improvements in work output, both by individuals and teams. Our efficiency calculator can help with this.

• Client retention: A better system can enhance client interactions, potentially leading to higher retention rates.

Having a single source of truth across all departments prevents conflicts and ensures everyone works with the same data, leading to better decisions and outcomes.

5. Choosing between Access Legal Proclaim and Access Legal Case Management

To make an informed choice between Access Legal Proclaim and Access Legal Case Management:

• Access Legal Proclaim: Best for firms needing a comprehensive, hosted solution with extensive customisation.

• Access Legal Case Management: Ideal for firms with a remote workforce or those preferring the convenience of a browser-based system.

Both systems handle documents, manage accounts, and streamline case management. Your choice depends on specific needs and goals, such as whether robust automation is crucial for your paralegals.

Key takeaways

Choosing the right case management software is a significant investment, but the benefits can be substantial. By clearly identifying your needs, evaluating solutions, and addressing potential challenges, you can find a system that not only meets your current requirements but also supports your firm’s long-term goals.

For additional tips on transitioning to a new case management system, check out our blog. Remember, this decision is more than just software; it’s about enhancing how your firm operates and delivering better client outcomes. Whether you select Access Legal Proclaim or Access Legal Case Management, ensure it aligns with your vision and supports your growth.

See our solutions in action

Interested in our case management software? Book a free, no-obligation demo to discuss your requirements and see our solutions in action.

St Ives Chambers Reflects On An Exceptional 2024: A Year Of Achievement, Growth, And Innovation

St Ives Chambers is delighted to announce that 2024 has been another remarkable year, further cementing our reputation as one of the Region’s leading Sets. Our continued success is a testament to our unwavering commitment to excellence and delivering the highest standards of client service across all areas of our mixed common law practice.

After the recent Chambers refurbishment, we remain at the forefront of promoting hybrid working practices whilst delivering exceptional service to our clients. Our forwardlooking approach seamlessly blends the well-established traditions of the Bar with innovation in order to meet the evolving working practices of our clients and members.

The 2024 edition of The Legal 500 confirmed St Ives Chambers’ position as a top-tier Set across all areas of our practice in family law (children and domestic violence) and social housing crime (general and fraud), property & construction, and family (divorce and financial remedy). These rankings reflect the breadth of talent across all teams, ranging from silks and leading juniors to rising stars.

We are incredibly proud of this achievement. The family team was praised by The Legal 500 as “the

leading family set in Birmingham” with “the strongest offering of barristers” in the City. The social housing team was commended for providing “a fantastic, approachable service with exceptional barristers,” while the criminal team was recognised for its “strong body of juniors handling heavyweight work.” Our clerking team was also rightly commended for their unparalleled client service.

We eagerly anticipate the 2025 edition of The Legal 500.

St Ives Chambers is committed to promoting diversity and inclusion within the legal profession. In 2024, we intensified our efforts to address racial inequality at the Bar, hosting impactful events such as the Birmingham Black Lawyers’ ‘Approach the Bench’ event and a ‘Networking and CV Workshop’ to mark Black History Month. In September, we proudly supported the 10,000 Black Interns Initiative by welcoming an intern, furthering our collaboration with the Bar Council Steering Group. We also continue to be a signatory to the Women in Law Pledge and FreeBar, reflecting our dedication to fostering a more equitable and inclusive legal landscape.

Our commitment to nurturing talent and promoting education and training to students is underscored by the

continued success of the 2023-2024 ‘Cooper Lohmus Prize,’ an annual advocacy competition which ran for its second successive year. This competition saw 56 candidates deliver a criminal Defence plea in mitigation judged by two Circuit Judges at Birmingham Crown Court.

This moot is extremely popular and remains a cornerstone of our commitment to help train the next generation of legal practitioners. Looking ahead, St Ives Chambers is pleased to host our signature annual events, including the Housing Conference, Child Care Conference and Family Finance and Private Law Conference. At these events, members of Chambers together with expert guest speakers will address the key legal issues, developments and trends confronting practitioners across a host of different practice areas.

They are always extremely popular events and provide an invaluable opportunity for colleagues to come together and discuss pressing legal topics.

Finally, 2024 has been a year of growth for St Ives Chambers. Our three pupils have completed their second six and are now taking on their own instructions, while five new pupils commenced their training in October.

In early 2025, St Ives Chambers will be opening a new second premises in Nottingham, after recently welcoming eleven new members who joined us from KCH Garden Square in Nottingham and Leicester. St Ives Chambers will be the only set of chambers on the Midland Circuit to offer a comprehensive service across the East and West parts of the circuit.

As we look to the future, St Ives Chambers remains committed to welcoming applications from skilled and dedicated practitioners in our core practice areas. We are eager to continue building on our successes and advancing our mission to provide exceptional legal services to our clients.

We extend our gratitude to our clients and community for their continued support and look forward to an even more successful year ahead.

Career Focus: Becoming An In-House Lawyer

Becoming an in-house lawyer is a career choice that offers a unique blend of challenges and rewards. Unlike traditional law firm environments, inhouse counsel work directly within a company or organisation, providing legal guidance tailored to that entity’s specific needs writes Josh MCConnell of BCL Legal.

If you are considering making the move in-house, or you feel that you would like more information on the route to doing so, then please do get in touch with us.

For now, as a whistlestop tour on the “world of in-house”, here is a look at the day-to-day responsibilities, required skills, and the career path to becoming an in-house lawyer.

Day-to-Day Responsibilities

1. Legal Advisory: In-house lawyers provide ongoing legal advice on a range of issues including contracts, corporate governance and compliance with laws and regulations. They ensure that the company’s operations adhere to legal standards and mitigate risks.

2. Contract drafting and negotiation: They draft, review, and negotiate contracts, ensuring they are legally sound and align with the company’s interests. This includes everything from supplier and customer agreements to employee contracts.

3. Compliance: Ensuring that the company complies with relevant laws and regulations is a key part of the job. This involves staying updated on changes in legislation and implementing policies to address compliance issues.

4.Dispute resolution: In-house lawyers handle disputes involving the company, whether through negotiation, mediation, or litigation. They often coordinate with external counsel for more complex cases.

5. Risk management: They identify potential legal risks and work proactively to address them, which can involve conducting internal audits and implementing risk management strategies.

6. Training and education: Providing training to staff on legal matters, such as compliance issues or intellectual property rights, is also part of their role.

Skills Required

1. Legal Expertise: A thorough understanding of the law is fundamental. This includes knowledge of corporate law, contract law, employment law, and industry-specific regulations.

2. Communication Skills: Effective communication is essential. In-house lawyers must be able to explain complex legal concepts in a clear and accessible manner to non-legal professionals.

3. Negotiation Skills: Negotiation is a key part of drafting and finalizing contracts and resolving disputes. Strong negotiation skills help achieve favourable outcomes for the company.

4. Problem-Solving: The ability to identify legal issues and develop practical solutions is crucial. In-house lawyers often deal with novel and complex issues that require creative problem-solving.

5. Business Acumen: Understanding the company’s business operations

and strategic goals allows in-house lawyers to provide relevant and effective legal advice.

6. Attention to Detail: Precision is critical in legal work. In-house lawyers must pay close attention to detail in contract drafting, compliance, and legal research.

7. Adaptability: The ability to adapt to changing circumstances and legal environments is important, as the legal landscape and company needs evolve.

Career Path

1. Experience: Gaining experience in a law firm or another legal setting is often necessary. Many in-house lawyers start their careers in private practice to build expertise and credibility before transitioning to an in-house role.

2. Specialisation: Developing expertise in a specific area of law relevant to the industry of interest can be beneficial. For example, a lawyer specialising in intellectual property might pursue an in-house position at a tech company.

3. Networking: Building a professional network is important. Networking with industry professionals, attending relevant legal and industry events, and joining professional organisations can open doors to in-house opportunities.

4. Transitioning in-house: Transitioning from a law firm to an in-house role can involve applying directly to companies or working with recruitment agencies that specialise in in-house legal positions.

5. Continuous learning: The legal field is dynamic, so ongoing education and professional development are important to stay current with legal trends and developments.

Conclusion

Becoming an in-house lawyer offers a unique and rewarding career path. It combines legal expertise with a deep understanding of business operations, providing the opportunity to make a significant impact within a company.

By focusing on developing the necessary skills and gaining relevant experience, aspiring in-house lawyers can build a successful and fulfilling career in an in house role. Whether advising on complex legal issues or helping navigate the intricacies of corporate governance, the role of inhouse counsel is integral to the success and sustainability of a business.

Young Talent Continue To Be Backed Through BLS Diversity And Inclusion Scheme

Three talented young people are on the road to forging a successful career in law, thanks to the ongoing BLS scheme launched to improve diversity in the legal sector.

Higgs LLP and Gateley Legal, along with The University of Law and The College of Legal Practice, are supporting Birmingham Law Society’s Diversity Inclusion Scheme, which helps law degree graduates from disadvantaged backgrounds or underrepresented groups.

This year’s successful candidates were Aaliyah Evodia Simms-Grinter, Gurpreet Chaggar and Furqaan Dad. Aaliyah Evodia Simms-Grinter has secured a fully funded scholarship to complete the Legal Practice Course (LPC) at The University of Law’s Birmingham campus and has also been offer offered a vacation scheme placement and mentoring support at both Higgs LLP and Gateley Legal. Aaliyah Evodia Simms-Grinter, 24, recently completed her LLB at the University of Birmingham and is currently working as a Thematic Engagement Officer for the Solicitors Regulation Authority.

“Being selected for the Birmingham Law Society’s Diversity Inclusion Scheme is like a dream come true for me; it hasn’t sunk in yet! It is an incredible opportunity that I intend to use to the fullest. I was very apprehensive about applying, and my eventual selection shows that individuals should not self-exclude. I’ve always had a passion for Law as far back as Secondary School. Despite the competitive nature of the industry making me disenfranchised at points, I’ve remained determined and completed my Law degree while working and volunteering.

Receiving this scholarship is both humbling and overwhelming. I feel

deeply grateful for this incredible opportunity, and I am committed to working hard to honour the trust that has been placed in me. This chance will allow me to grow, learn, and give back to the community in ways I never imagined.

As an adopted, first-generation student, I cannot wait to build connections and pursue my dream career. Getting to this point has been difficult, but this scholarship will provide a springboard for me to build networks and gain an excellent education that would have been immensely more difficult and improbable otherwise.”

Gurpreet Chaggar secured fullyfunded scholarship to complete SQE1 and SQE2 preparation courses with The College of Legal Practice.

Gurpreet Chaggar, 22, studied his LLB Law at Aston University where he was President of Aston Law Society (2022-2023); Shortlisted for Outstanding Student Contribution of the Year (BLS Awards 2024) and is the current Junior Representative for Birmingham Solicitors’ Group.

“I’m incredibly grateful to Birmingham Law Society and The College of Legal Practice for awarding me this scholarship. This support is a significant step towards achieving my career goals. Studying the SQE Courses at the College will allow me to focus on developing both my legal knowledge and skills, enabling me to pursue my career in law with greater confidence and competence. I hope that I am able to replicate the success of previous recipients and give back to the legal community that has given me so much in such a short amount of time.”

Furqaan Dad has secured a vacation scheme placement and mentoring support at both Higgs LLP and Gateley Legal.

Furqaan, 21, who studied Law at Coventry University said “The Birmingham Law Society’s Diversity and Inclusion Scheme is an excellent opportunity for aspiring lawyers in Birmingham. It offers a valuable platform to gain legal experience, build confidence, and develop essential career skills.

While the interview process was initially challenging, the interviewers fostered a supportive environment that allowed me to share my experiences. I am proud to have been selected from a pool of strong candidates across the city.

I am eager to participate in this scheme and make the most of the learning opportunities, particularly through the vacation schemes at Higgs LLP and Gateley Legal. I am also thankful for the mentoring I will receive throughout the year, which will be instrumental in helping me achieve my goal of becoming a solicitor.”

Birmingham Law Society’s Diversity Inclusion Scheme was first launched in 2020.

Sophie Wardell, People Director at award-winning firm Higgs LLP, said: “Higgs remain committed to inclusion and to helping people overcome the social and economic disparities they may face when seeking to pursue a career in law.

As a business we believe in providing opportunity to all and the DIS scheme is just one of many important initiatives which represents this intention. We hope by providing vacation scheme placements and first-class mentoring to the successful candidates they will go on to achieve their ambitions. There were a number of strong applications this year and I look forward to watching each of them succeed in their careers.”

Aaliyah Evodia Simms-Grinter

Gurpreet Chaggar

Furqaan Dad

Claire Alderson, Early Careers Manager at Gateley Legal, said: “It’s been a privilege for Gateley Legal to support this incredible scheme and continue our commitment to helping those from a wide variety of diverse backgrounds to access the legal profession.

As a business we are committed to creating a diverse and inclusive workforce and meeting these impressive individuals from all walks of life, who all showed a keen interest in pursuing a legal career, was a humbling experience.

All the candidates had unique strengths and I’m sure will go on to have long and fulfilling careers.”

Alice Kinder, Birmingham Law Society President and Chair of the Birmingham Law Society Social Mobility subcommittee said: “I am delighted that Birmingham Law Society has been able to run the Diversity and Inclusion Scheme for a fifth year. An individual’s background can have a significant impact on their ability to access and progress in the legal profession. Social mobility and equal opportunities has been a key focus during my Presidential Year and it is important that the Birmingham legal community works together to break down barriers.

I would like to thanks Higgs LLP, Gateley Legal, the University of Law and the College of Legal Practice for their continued support with the scheme.”

Sarah Ramsey, Dean of The University of Law Birmingham Campus said: “The University of Law is delighted to continue to support this scheme for the 5th year running. Increasing diversity in the profession and providing opportunities to those who would otherwise face barriers is something that we are passionate about at the University of Law. The standard of applications was incredibly high this year, and all the shortlisted candidates should be congratulated. The winners have shown that they are truly outstanding individuals and we look forward to supporting Aaliyah on the next stage of her legal journey.”

Dr Giles Proctor, CEO of The College of Legal Practice added: “We are delighted to be part of this scheme for a further year, and congratulations to all the successful applicants. We are very pleased to be able to offer Gurpreet this unique opportunity to support his SQE preparation. Improving access to the profession runs through everything that we do at the College, and we look forward to supporting his journey to becoming a solicitor.”

FUNDING AVAILABLE FOR TRAINEE SOLICITORS

Under the recent amendments by the Solicitors Regulation Authority (SRA), graduates from this year onwards who aspire to qualify or pursue a training contract as a solicitor are required to follow the newly established Solicitor Qualifying Exam (SQE) route.

There's excellent news for trainee solicitors, funding is now available through the Education Skills Funding Agency (ESFA) and our latest partnership Datalaw will be explaining how your legal practice can take advantage of this funding through the Graduate Solicitor Apprenticeship.

SQE Examination Costs

The SQE comprises two key parts - SQE1 and SQE2, with total examination fees amounting to around £4,564. This sum represents a significant financial factor for those aiming to become solicitors. Alongside the exam fees, candidates also face extra costs for SQE preparation courses at £7,200. These expenses include study materials, preparatory courses, and other necessary resources to ensure exam readiness.

Availability of Government Funding

The good news is that apprenticeship funding can offset these expenses. Programs like the Graduate Solicitor Apprenticeship, provided by training providers such as Datalaw, cover the costs for both the SQE exams and the preparation courses.

Detailed Funding Overview

The funding available varies across different apprenticeship levels:

• Level 7 Solicitor Apprenticeship: £25,650

• Graduate Solicitor Apprenticeship: £19,237

These figures represent the extensive support provided by Datalaw for the various solicitor apprenticeship levels.

Apprenticeship Levy or Education & Skills Funding Agency

The Apprenticeship Levy, instituted in 2017, finances these apprenticeship initiatives. Large employers with an annual payroll exceeding £3 million contribute to this levy. Smaller firms, or non-levy payers, are also eligible for government-supported apprenticeships, with the Education & Skills Funding Agency subsidising up to 95% of the training costs.

To learn more about the Apprenticeship Levy please view Datalaw’s useful infographic here.

A Financially Supported Route to Legal Qualification

The availability of financial aid for legal apprenticeships, particularly covering SQE fees and preparatory costs, makes the pursuit of a legal career through apprenticeships more attainable. With government backing taking on a major part of the financial load, aspiring legal professionals can concentrate on their educational and professional growth, laying the groundwork for a successful solicitor career.

Protect Your Wealth Against Potential CGT Changes

“The art of taxation consists in so plucking the goose as to obtain the largest possible amount of feathers with the smallest possible amount of hissing.” Jean-Baptiste Colbert, French finance minister under Louis XIV.

The UK government has paved the way for tax increases at the upcoming Autumn Budget, scheduled for 30 October, and speculation is mounting that capital gains tax (CGT) could be one area targeted to close a claimed £22bn fiscal hole. Sir Keir Starmer recently said that he “did not want to raise taxes on ordinary working people” and that “those with the broadest shoulders should bear the heaviest burden” in a speech that many observers believe strongly hinted at an imminent CGT increase writes Nadia Johnstone-Smith, Financial Planner, Quilter Cheviot Financial Planning.

What is CGT?

CGT is a relatively new tax, created in the mid-1960s, and a levy on the profit when you sell (or ‘dispose of’) an asset that has increased in value. It only applies to gains, not the amount of money you receive and is levied on various assets, including, shares, property (not your main home) and business assets. It does not apply to capital growth of UK government bonds, qualifying corporate bonds or any holdings in tax efficient products, such as ISAs. The rates of CGT can vary depending on your total taxable income and the type of asset sold but crucially the highest rates are currently 20% on conventional investments like shares and mutual funds, 24% on rental properties and 28% for carried interest —well below the 45% top rate of income tax.

Why target CGT?

Around the time of the previous budget this spring, the Office for Budget Responsibility — the UK’s fiscal watchdog — projected an £87bn (3.1% of national income) deficit for the 2024/25 fiscal year. Deficits are not uncommon in the UK and you have to go back over 20 years to find a year where a surplus was recorded. Labour was aware of this forecast before taking office, but it has since claimed public finances are in an even worse position with a further £22bn unaccounted for.

While this figure has been fiercely disputed, with opponents pointing to above inflation public sector pay rises among other things, the government has stated that it will reduce spending in some areas (such as cutting the winter fuel allowance for pensioners) and also seek to raise taxes. To put the figures in some perspective, the deficit of over £100bn is equivalent to

roughly £4,000 per household. The Chancellor has announced public spending cuts of approximately £8bn, leaving somewhere in the region of £14bn to be raised.

Whilst electioneering, Sir Keir Starmer promised not to hike income tax, national insurance, VAT or corporation tax –revenues that account for almost 80% of taxes in the UK. These taxes raised a combined £580bn in 2022-23, dwarfing the £16.9bn raised from CGT. A significant reason for this disparity is the number of people impacted, as around 34m paid income tax, whereas fewer than 400,000 paid CGT. Economists, including the Institute for Fiscal Studies, estimate that aligning CGT rates with those of income tax could increases revenue by high single-digit billions of pounds per year.

Should we expect a major hike?

Substantially raising the CGT rate may seem the obvious solution to increasing revenue from this tax but there is evidence that higher rates do not automatically mean a commensurate increase in the tax take. This is because people behave differently under different circumstances, for instance those sitting on sizable gains may be less inclined to sell an asset if the rate has just been substantially raised.

There is a theoretical optimal point for raising the highest amount of revenue from a given tax, and increases beyond this point are detrimental. This concept, known as the Laffer curve, may weigh on decision making and encourage Labour to stop short of aligning CGT with the top rate of income tax. There are two other options available to the government: removing or adjusting existing reliefs to make them less generous or overhauling of the entire system.

CGT was targeted by the previous Chancellor, Jeremy Hunt, through a reduction in the annual exempt amount (AEA). The £12,300 AEA for 2022/23 was reduced to £6,000 for 2023/24 and is at £3,000 from 2024/25 going onwards.

A complete overhaul of the system appears the least likely option given the time and preparation that it would require. We believe the most likely option is an increase in the CGT rate and some further reductions to existing reliefs. The worst-case scenario for those impacted would be an equalising of the CGT rate with income tax (top rate 45%), but we believe the government may refrain from going this far given the potential adverse effect it would have on revenues.

When should we expect changes?

Should CGT changes be announced in the Autumn Budget, when will they come into effect?

There are two options:

1. Straight away: if they are announced as anti-forestalling, that means they will either come in with immediate effect or from midnight on the day of the announcement.

2. Next tax year: most tax changes after an announcement are often scheduled to take effect from the start of the next tax year, or 6 April 2025.

While the last significant change to the CGT rate (George Osborne’s 2010 increase) came in immediately we believe the government is more likely to be swayed by the prospect of a near term boost to revenue that could come with opting for a 6 April 2025 implementation date. Giving people time to dispose of assets at the current rate is a strong incentive for them to sell, thereby boosting revenues, whereas raising CGT immediately would in fact disincentivise selling.

Navigating potential changes to CGT

The most important thing to remember is that it is better to sell

an asset that does not fit into your optimal portfolio, than hold on to it to avoid tax implications. Do not let the tax tail wag the investment dog. Ultimately everyone’s financial position is unique, so it is always worth seeking advice before making decisions.

Here are some ideas you can consider to combat potential CGT changes:

Tax deferral strategies

Tax deferral options can help shield from potential higher CGT rates, assuming rates eventually go down or are washed out. Here are some examples:

• Investment bonds (onshore and offshore): defer paying personal tax on the investment growth until there is a chargeable event. This can be particularly useful for additional and higher rate taxpayers and if you expect to be in a lower tax bracket in the future.

• Trusts: transfer assets into relevant property trusts, delaying the point at which CGT is payable. Depending on individual circumstances there may be a benefit of assigning assets to a lower taxpayer who you would want to benefit.

• Holdover Relief: defer CGT when gifting business assets or shares until the recipient disposes of the asset.

• Roll-Over Relief: defer CGT if you sell a business asset and reinvest the proceeds in another qualifying business asset.

Utilise allowances

Make sure to take advantage of any available allowances and reliefs, such as the annual CGT allowance, to reduce your taxable gains, and ensure that any losses are recorded, so they can be carried forward.

Register to a Quilter Cheviot exclusive event

Taking Stock after The Bell: Live webinar budget update with Adam Smith.

When: Thursday 31 October | 2pm

Join us for a live webinar where Quilter Cheviot investment experts Jonathan Raymond and James Hughes will be joined by former Chief of Staff to the Chancellor of the Exchequer, Adam Smith. Adam will share some words of wisdom from his time in Whitehall, while breaking down the Autumn Budget and discussing what it really means for your money.

Click here to secure your spot.

Seek professional advice

The UK tax code is one of the longest in the world and can prove confusing – particularly as we sit in the unknown. That is why seeking professional advice can make all the difference when making major financial decisions.

At Quilter Cheviot Financial Planning, our planners work alongside clients like you to navigate tax implications and deliver the best possible outcome.

To find out more about our services or to book a no-obligation complimentary initial consultation with a financial planning specialist email enquires@quiltercheviot.com.

IMPORTANT INFORMATION This is a marketing communication. Offshore Bonds and Trusts are not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.

Quilter Cheviot Financial Planning is a trading name of Quilter Private Client Advisers Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Registered number: 06201261. The representative member of the VAT group is Quilter Business Services Limited. VAT registration number: 386 1301 59. Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd 10/09/2024

legal information AI assistant.

DeeDee is an always-on AI assistant available 24/7 to streamline tasks and boost law firms’ productivity. Powered by the latest models from OpenAI, DeeDee makes it easy to generate first drafts of documents, summarise legal principles, and start legal research. DeeDee is designed to help law firms get an edge in the coming “AI Age” of legal services.

DeeDee is now available within Dye & Durham’s Unity® Global Platform and Unity® Practice Management.

In addition to DeeDee, Unity® Practice Management features instant AML checks including PEP, Sanction, Adverse Media, Law Enforcement, and Disqualified Director checks for improved risk management.

Integrated Conveyancing Searches

Unity® Practice Management users also have integrated access to residential conveyancing searches that make due diligence on property transactions quick, easy, and accurate. And now, with Dye & Durham’s Best Value Search Packs, conveyancers can save time, effort, and money on every transaction. Comprised of Dye & Durham’s premium conveyancing reports, these Best Value Search Packs deliver all the data and insights needed for a typical property transaction, at marketleading prices.

Visit Dye & Durham’s website to learn more or contact their team at salesteamuk@dyedurham.com.

How The SRA Regulates Non-Authorised Individuals?

An area of solicitor regulation which can sometimes be overlooked is the regulation of nonauthorised individuals writes Jayne Willetts Solicitor Advocate at Jayne Willetts & Co Solicitors Limited.

Non-authorised in SRA terms means those individuals who are not directly regulated by the SRA. Authorised persons are solicitors, registered European lawyers and registered foreign lawyers who are subject to their own specific SRA Code of Conduct for Solicitors, RELs & RFLs.

Non-authorised persons are those who are not solicitors, RELs & RFLs so this covers everyone else within a firm. The category includes those qualified with other legal regulators such as barristers and legal executives and also a wide range of employees from finance directors to office juniors to secretaries to catering staff to marketing assistants. As we know, the number of nonauthorised colleagues with whom we work and upon whom we rely as an integral part of our law firms far exceeds the number of authorised individuals. It is therefore essential for the compliance and the human resources professionals within firms to be au fait with the regulatory framework. The SRA can fine or rebuke a non-

authorised person as well as publishing the decision on the SRA website. It can also impose a Section 43 Order ( Solicitors Act 1974) to prevent the person from working in a law firm regulated by the SRA without its prior permission. A Section 43 Order can only be imposed upon an employee of a firm. The SRA does not have the power to discipline a self-employed consultant in this way.

Section 43 provides two situations where an order can be imposed as follows:-

s43 (1) (a) - where you have been convicted of a criminal offence which is such that in the opinion of the SRA it would be undesirable for you to be involved in a legal practice

s43 (1) (b) - in our opinion occasioned or been a party to, with or without the connivance of a solicitor, an act or default in relation to a legal practice which involved conduct on your part of such a nature that in our opinion it would be undesirable for you to be involved in a legal practice.

The first limb above covers all criminal convictions whether in professional or private life. The second limb above is restricted to conduct within the workplace. The regulatory decision can be taken by the SRA or by the Solicitors Disciplinary Tribunal to control where

and how the individual can work. The majority of Section 43 Orders are issued by the SRA. Between 1 January & 31 August 2024 the SRA issued Section 43 Orders against 36 non-authorised persons. On occasion the SRA will refer cases to the SDT such as where a non-authorised person is involved in the same case as solicitors and/or where oral evidence needs to be tested before the SDT.

A separate provision applies to licensed bodies or Alternative Business Structures as they are more commonly known. The SRA can make an Order under Section 99 of the Legal Services Act 2007 to disqualify individuals from roles including Head of Legal Practice, Head of Finance & Administration, or as a manager or employee. The decision is published by both the SRA and the Legal Services Board. A material change in circumstances is required before an individual who has been disqualified can apply to the SRA seeking a decision that the disqualification should cease to be in force.

What type of conduct should be reported to the SRA? If the misconduct relates to the delivery of legal services and is client facing, then it should be reported – obvious examples are misleading clients or backdating documents. If it involves dishonesty

or lack of integrity then it should be reported – for example claiming false travelling expenses from the firm or taking payment direct from clients for legal work. These are circumstances where the SRA may decide that it is undesirable for the individual to be involved in a legal practice. The conduct must relate to legal practice as the SRA does not have power to impose a restriction if the conduct is outside of the workplace. However, if it is a criminal conviction, it should be reported whether it is connected to legal practice or not so that the SRA can decide whether to impose a Section 43 Order. Also bear in mind that in the interests of fairness and transparency it can often be appropriate to share a copy of the SRA report with the individual who is being reported.

A Section 43 order imposes a restriction upon the future employment of the individual concerned so that the individual cannot be employed without the permission of the SRA. In some cases, the employer is obliged to report the conduct to the SRA but does not wish to lose the employee. In other words, the employer values that employee and wishes to retain their services notwithstanding the imposition by the SRA of a section 43 order. In such circumstances there is provision for the employer to apply to the SRA for approval or permission to continue to employ the individual concerned but this must be done before the employment commences. Alternatively, where an employee is

dismissed, a new potential employer needs to be encouraged to apply to the SRA for approval of the individual’s employment.

A recent published decision might prove instructive as to how this works in practice. A paralegal was found to have misled three clients into believing their divorce petitions had been issued by the court when she had no honest belief that they had been. In addition, she advised clients that there were delays with the court in replying to correspondence on their cases when she had no honest belief that this was true. The SRA decided that it was undesirable for the paralegal to be involved in a legal practice without the SRA’s prior approval. This was because of the serious nature of conduct which lacked integrity and was dishonest. She was dismissed by her employer in October 2021, the Section 43 order was made by the SRA in November 2023 and by March 2024 she was employed by a different law firm. The SRA imposed 10 strict conditions upon the permission granted to her new employer – which included close supervision of her work, no responsibility for holding or receiving client money, no representation of clients and no responsibility for training or supervising staff.

In the example given above, the paralegal was successful in persuading a new employer to give her a second chance notwithstanding the SRA’s concerns about lack of integrity and dishonesty. Other individuals may

not be so fortunate and might be tempted not to disclose the Section 43 Order in their search for alternative employment. Potential employers therefore should always make preemployment checks with the SRA for all non-authorised staff and that means everyone from office juniors to finance directors. Should any solicitor knowingly act in breach of a Section 43 order then the SRA can refer that person to the SDT under Section 43 (2). It would be a criminal offence for the individual concerned to seek employment and not to notify the potential employer of the Section 43 order – see section 44 (1).

Do non-authorised members of staff especially the more junior ones understand the understand the obligations that they become subject to when they take up an offer of employment with an SRA regulated firm? Do they know they need to inform the firm of any criminal convictions however minor? Possibly not. It is incumbent upon firms to organise appropriate training especially for those involved in the delivery of legal services. Also bear in mind that nonauthorised individuals (just as authorised individuals) may need steering towards independent legal advice should they become embroiled in an SRA investigation.

The duties of employer firms are just the same whether an employee is an authorised or non-authorised individual. It is the SRA powers to regulate that are the differentiating factor.

Renters’ Rights Bill – A Brief Summary Of The Proposed Changes

Keir Starmer’s Labour has put forward their version of the Renters’ Reform Bill, calling it the “Renters’ Rights Bill.”

According to Housing Minister Matthew Pennycook, the bill aims to “decisively level the playing field between landlords and tenants.” Landlords have expressed concerns with the proposed changes in the past, fearing that the changes would ultimately favour tenants. However, the Housing Minister has tried to ease concerns, noting that “good landlords have nothing to fear.”

George Chrysanthou, Pupil Barrister at The Barrister Group provides a brief overview of some of the proposed changes.

Abolishing Section 21 Evictions

Arguably the most impactful of the proposed changes is the removal of Section 21, commonly known as “no fault eviction.” This allows landlords to evict tenants without reason.

The aim of the change appears to be to provide tenants with greater stability and confidence that they can challenge unfair practices without the looming threat of being evicted for no reason.

In light of the proposed change, new grounds for eviction will be introduced, such as when the landlord needs to sell the property or when the landlord or a family member needs to move in. Tenants will be protected from this in the first 12 months of tenancy.

The change also includes simplifying the tenancy structure, meaning assured tenancies will be periodic, with protections from eviction provided to tenants in the first 12 months of tenancy.

Introduction of Decent Homes Standard

The Decent Homes Standard has already been applied to public housing, and the new legislation aims to introduce it into the private rented sector.

The goal is to ensure that rented properties are safe, habitable, and properly maintained. This will include requiring landlords to meet certain minimum safety and maintenance standards, tackling issues such as mould, damp, and structural hazards. Failure to comply with the standards could result in serious

penalties, such as a fine of up to £7,000, and there is potential for prosecution.

Rent Increases and Bidding Wars

The bill sets limitations on rent increases, capping them to once per year and to the market rate. This would prohibit landlords from implementing rents that are too high midtenancy, with the aim of preventing tenants from being priced out of their homes through excessive rent hikes.

Rental bidding wars would also be banned. Landlords and letting agents would be required to list properties with a set asking price and would ultimately be prohibited from asking for or accepting bids above that price.

This proposed change aims to prevent prospective tenants from being forced to compete for properties by offering more money. It has also been stated on the Government website that they would be “cracking down on those who make the most of the housing crisis by forcing tenants to bid for their properties.”

Extension of Awaab’s Law

The bill will extend the protections of Awaab’s Law to private rentals. This law sets legal deadlines for landlords to resolve serious health and safety hazards, such as mould and damp, within a certain period.

Awaab’s Law was initially implemented after a high-profile case involving a toddler’s death from exposure to mould. Its extension to private rentals aims to address poor housing conditions in the private rented sector.

Ending Discrimination Against Certain Tenants

Reducing discrimination in the rental market appears to be a key aspect of the bill. The proposed rules would prohibit landlords from imposing a blanket ban on renting to tenants who are on benefits or have children.

Private Rented Sector Database

The proposed database aims to offer tenants an avenue to verify whether landlords are compliant with regulations. The change aims to highlight landlords who demonstrate their adherence to the law, with the added benefit of enabling local authorities to target enforcement more efficiently.

The Right to Request Permission to Keep a Pet

Under the proposed legislation, tenants will have the right to request permission to keep a pet, and landlords will no longer be able to refuse such requests unreasonably. In light of this proposed change, the legislation also allows landlords to require tenants to take out pet insurance to cover any potential damages caused by pets.

Empowering Local Councils

The bill strengthens the powers of local councils, providing them with new investigatory and enforcement powers. This includes the ability to issue fines and take legal action. This aspect is designed to ensure that landlords are held accountable and to protect tenants from exploitation.

Private Rented Sector Landlord Ombudsman

The bill also introduces a new Ombudsman service which would provide tenants with an alternative route to going to court when trying to resolve disputes with their landlord.

Conclusion

The proposed changes are, of course, at a very early stage, with the Commons having only just completed the first reading at the time of writing. Amendments are likely to be suggested, and we are a long way from a final version of the bill.

New Partner in Birmingham Continues

Expansion of UK Litigation Practice

Squire Patton Boggs is further strengthening its UK Litigation Practice with the addition of Victoria Callicott, who joins the firm in Birmingham as a partner from Eversheds Sutherland. Ms. Callicott is the latest partner to join the Litigation Practice following the arrival of Ellie Pinnells, who joined the firm in May to lead the Birmingham team.

Noted as a ‘Rising Star’ by Legal 500, Ms. Callicott is a commercial litigator with expertise in complex, high value domestic and cross-border corporate, commercial and contractual disputes (including fraud, warranty claims and business protection disputes), with particular experience in the industrials, automotive, aerospace and utilities sectors. Her experience also includes advising on supply chain risk management and guiding clients successfully through alternative dispute resolution.

UK head of Litigation, Stephen Sampson said: “We have sought to broaden and diversify our practice as client demand for our services across a wide range of disputes has increased. Victoria has a reputation for her technical ability and strategic nous, and she will be a real asset working with Ellie Pinnells, our head of Litigation in Birmingham, as we continue to grow and develop our practice across the UK.”

Tom Durrant, managing partner in Birmingham, added: “We are building a formidable Litigation team in Birmingham under the leadership of new partner Ellie Pinnells, and we are excited to welcome Victoria to the firm. Victoria brings fresh connections and relationships, along with an appetite for developing new business.

Verify 365: Proud To Be An Innovative Local Business Elevating Birmingham Law Firms

We are extremely proud of our heritage as an innovative legal technology company elevating the legal sector and especially helping local businesses within the local Birmingham area and wider West Midlands. As a Birminghambased business, we want to continue building strong connections with local businesses from across the legal, property and finance sectors.

Our stature within Birmingham and the legal sector has recently seen us begin working with the respected, award-winning Wildings Solicitors, who are a forward-looking, modern law firm striving for excellence. A winning combination of strong skills and resources enables the Wildings team to offer an extensive range of services to individuals and businesses.

Wildings Solicitors were looking for a local and trusted AML & KYC client onboarding platform that’s innovative and solves the common challenges of the legal sector, making the client onboarding process much smoother for both solicitor and client.

The Importance of a Local Birmingham Business

A significant factor for Wildings Solicitors choosing us to help streamline their onboarding processes, enhance due diligence protocols, and ensure regulatory compliance was the fact that we are Birmingham-based, meaning we can build and maintain a strong working relationship.

Being local means we can offer extensive services, including face-toface training sessions and support, which Wildings' previous supplier couldn't offer. This service ensures the Wildings team feel fully comfortable using our technology, and we can regularly check in with them and offer further sessions where necessary.

Wildings wanted a local, established legal technology business that have a clear, innovative product roadmap. Verify 365 ticked all the boxes, and we are pleased to welcome them and give them tools to further enhance their stance as a modern, forward-thinking law firm.

The Benefits of a Complete Client Onboarding Platform

In addition to needing a trusted local business, the Wildings team wanted a complete client onboarding platform that allowed them access to a range of tools in just a few clicks. The Verify 365 platform ensures the Wildings

team can complete fast biometric identity checks and verify their client's identification documents within just a few minutes. Using facial recognition, liveness scanning and NFC technology, our DynamicID technology built within the Verify 365 platform ensures they can fully validate their client's identity.

Our complete onboarding platform also enables the Wildings team to complete address verifications, source of funds checks, KYB checks, access document templates and send documents digitally to be signed electronically. Our innovative technology and platform meet the requirements demanded of modern, forward-thinking law firms like Wildings Solicitors.

Law firms strive for excellence and efficiency, and they demand the same from their technology. The Verify 365 onboarding platform ensures firms are functioning more efficiently because everything they need is available in one unified piece of software. The Wildings team will also save time, given the efficiency and speed of the platform, because our checks are fast, and all information submitted is then available in a comprehensive report. A winning combination of efficient workflows and reduced time means the Wildings team can focus on their core legal work while also increasing the capacity to take on more clients.

We're Proud to Support Birmingham and Wider West Midlands Law Firms

Our product is crafted by legal experts who have been through and understand the challenges modern law firms of all sizes deal with on a daily basis. It is our mission to ensure all law firms can tackle those challenges with efficient and transformative technology while also focusing on the things that matter, like your clients.

We're proud to represent Birmingham's legal technology sector, and we’re even more honoured to help elevate law firms across Birmingham and the wider West Midlands with efficient, effective, and compliant legal technology. We are changing the game, and we have the respect and stature as industry leaders in legal technology to continue elevating and helping even more law firms streamline their client onboarding processes and create an easy, relaxed client experience.

Climate Change And The Future Of Property: New Research Reveals Growing Industry Commitment

At a glance planning due diligence

Climate change is no longer a ‘next generation’ threat; it’s on our doorstep impacting many different aspects of our lives, not least within the property sector.

Buildings are a major contributor to greenhouse gas emissions, and the effects of climate change are posing considerable risks to property values and future habitability. It is now undeniable that our sector needs to adapt.

To understand how the property industry is starting to adapt, Landmark conducted comprehensive market research of 150 senior level employees working in estate agency, residential conveyancing, and mortgage lending across England, Scotland and Wales.

are currently on track to meet carbon emission targets. This highlights the need for continued efforts to reduce the industry’s environmental impact.

Our unique polygon data provides an accurate representation of a development’s potential impact for easy analysis and communication.

Landmark products now incorporate daily updates to planning data providing the most current view of planning across Great Britain.

Our findings have helped us gauge the growing commitment towards sustainability, and how we can help support and nurture this further.

RiskView Residential is Landmark’s gold standard, all-in-one environmental search report, used by property lawyers to assess a wide range of potential hazards on behalf of prospective purchasers. These include flooding, ground stability, contaminated land, energy and infrastructure and now includes daily planning application updates and constraints data.

The consensus from the industry Our report, “Climate change in the property sector: a cross-market perspective,” takes a thorough dive into the findings:

Growing concern

Climate change is no longer a distant threat. A significant majority of property professionals (72%) recognise the urgent need to address its impacts. This growing awareness is driving a shift towards sustainable practices within the industry.

“The property sector is a big part of the problem, as today, 40% of greenhouse gas emissions come from our buildings. If left unchecked, this is set to double by 2050.”

Landmark Planning allows you to understand any nearby residential planning applications which might impact the property transaction. All the data within the report is supported by easy-to-understand guidance and next steps.

Encouragingly, more businesses have created net zero strategies (76%, up from 52% in 2023). Conveyancers have made significant progress, with 48% having published their own strategies. This is a demonstrable sign at just how much positive momentum towards solutions the industry is taking when it comes to the fight against climate change.

To find out more contact your Landmark Account Manager or search provider.

– Chris Loaring, Group Sustainability Director, Landmark Information Group

Shifting practices

The property industry is adapting to

To gain a deeper understanding of the trends and insights from our research, download your copy of ‘Climate change in the property sector: a cross-market perspective‘ here

Are you ready to help your firm transition into a better future?

As the UK’s leading provider of property insights and expertise, Landmark’s in-house sustainability consultants are not only driving net zero and supply chain due diligence in our business but are also helping property professionals achieve the same goals.

Where do you need to start?

• Helping your firm reduce GHG emissions and start their net zero journey?

• Advice on the impact of climate change for law firms and your clients?

• Support with supply chain due diligence?

Landmark Information empowers property professionals to navigate sustainability challenges, wherever they are on their journey.

The Legal Cashiering Edit: Utilising People, Processes And Technology For Compliance

Legal cashiers perform the most important back-office role in any law practice. The criticality of keeping your accounts pristine and compliant cannot (and should not) be overstated.

Stories proliferate on law firms making grave legal accounting errors and facing the wrath of industry regulators.

There’s an alarmingly common thread running through news articles, this being legal cashiers or those performing legal cashiering duties making mistakes –accidentally or deliberately. In the vast majority of cases, accounts breaches are entirely intentional. They’re entirely avoidable too.

A series of internally directed queries

To improve your practice’s accounting procedures and meet regulatory obligations, ask yourself the following questions…

#1: Have I hired the right staff in key accounts-related jobs?

There are several strands to this element – skills, experience, qualifications and trustworthiness.

To clarify, individuals responsible for your business’s cashiering should possess essential skillsets spanning double entry bookkeeping, client and office accounts, SRA Accounts Rules (or equivalent guidelines), banking and reconciliations, internal and external reporting, annual audits and inspections, VAT returns, invoicing and credit control, and proficiency with legal accounting software.

In terms of experience, your recruitment exercises should hone in on candidates who’ve spent sufficient time bookkeeping in a legal setting, with knowledge of solicitors’ accounting rules in various jurisdictions, as well as awareness of wider accounts and anti-money laundering regulations and requirements.

Qualifications to look out for are those pertinent to law, finance and legal cashiering, ideally accreditations from the Institute of Legal Finance & Management (ILFM), Chartered Institute of Legal Executives (CILEX) or similar, however, these certifications can be gained on the job. It’s a bespoke career path and people may not arrive in full possession of requisite attributes.

As you’re placing your finances in this person’s ministration, seek reliable applicants with a strong track record and first-rate recommendations. Consider

the not-insignificant sums of money held in your office and client accounts. These are monies you’re mandated to safeguard. The pressing need to appoint someone who’s dependable with moral standards and a clean history is absolutely crucial.

#2: Do I have the proper software security permissions?

The fact you’ll have software to manage your accounts is a given. Echoing the earlier hint about staff being the weakest link in your financial protection armoury, are you maximising the security functionality in your legal accounting software as an extra deterrent against fraud?

The slightest chink in your application defences is all it takes for a deviant employee to obtain funds from your bank illegally. You’d be surprised (and shocked) by how easy it can be for money to go astray. It doesn’t have to be this way.

Review your software features which introduce greater conservation measures. This could be anything from anti-money laundering reports during new client onboarding, to proof of bank details when submitting payment requests, to setting up authorisation levels and cross-referencing checks on particular accounting activities – all of which combine to create boundaries and stop corruption from happening.

#3: Am I investing in ongoing staff training and regular software audits?

Even with the best employees in situ and optimal software configuration in place, make it your mission not to simply sit on your laurels thereafter. It’s a constant work in progress necessitating training (of your teams) and tweaks (to your software) for ultimate financial control always.

It’s worth noting how third-party trainers and consultants such as Jayva can assist hugely by enabling you to refocus on the human factor, realign processes and harness the power of technology for robust legal accounting outcomes.

At Jayva, we offer services ranging from cashier mentoring and financial health checks, to super user training and workflow design, plus everything in between. Browse our extensive service options at www.jayvaglobal.com/ services

We’re recommended by law firms globally for overcoming accounting challenges and introducing mechanisms

to recover from messes in the present day while simultaneously averting issues arising in the future.

A shout out to Jayva’s credentials

If you’re in any doubt about our team’s abilities, we’d like to highlight our respected reputation fuelled by acclaimed competences in the field of legal accounting. These begin at board level with our chief executive officer Nicola Moore-Miller being a chartered accountant by trade and having 20+ years of experience in the law sector, and filter down to our multiple cashiering experts and trouble-shooters whose SRA Accounts Rules know-how is truly exceptional.

For clients, this is reassurance that their accounting function is healthy and secure – thanks to Jayva’s valuable input from a training and consultancy perspective. Access client stories to learn how businesses the same as yours have used our services for accounts-themed projects at www.jayvaglobal.com/clienttestimonials

A final word about cashiering and compliance

In conclusion, it’s imperative to recognise your accounts team as the integral element of the smooth financial running of your law office, with techniques and systems assuming close second. Employ carefully, compose processes prudently and configure applications thoughtfully –and invest in them continually by tapping into training and consultancy support from the likes of Jayva.

By doing so, you’ll never find yourself in the unfortunate situation of a staff member abusing his/her position to steal money and your business subjected to regulatory investigation with ensuing sanctions and punishments, the result of which could force your law firm to shut down forever.

For further guidance on this urgentand-critical topic, visit our earlier blogs titled ‘SRA Accounts Rules compliance: A how-to guide’ and ‘Master client trust accounting. Avoid violations. Your license is at stake’ (amongst others) at www.jayvaglobal.com/news

training

Harness the power of your technology

Realise ROI from your software investment

Thrive in today’s challenging legal space

Benefit in many more, expansive ways

“The training of super users was a genius stroke. It spreads the technical know how around and prevents one sole person being inundated with system queries.”

Andrew Horwich, Symes Bains Broomer Solicitors

“Our Jayva trainers showed us around the software features relevant to our diverse roles in practice. The staff are friendly and efficient which is a formidable combination.”

Andrew Gray, Truth Legal