Accounts Rules and Financial Management

Accounts Rules and Financial Management
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  • Released 6th Mar 2023
  • Trevor Hellawell
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Session 2 in a suite of regulatory updates the session will focus on up-to-date revisions to the SRA Accounts Rules with a particular focus on upcoming clarifications to some awkward areas that were left vague and unaddressed in the original version. The session will also feature some thoughts on the freedoms still offered by the lighter-touch regulations and the rigidities that are still expected.

Learning Objectives:

  • The basics of the Accounts Rules
  • Specific thoughts on disbursements and VAT
  • New changes to the rules to clarify certain points
  • What amounts to banking facilities
  • Enforcement – the use of the integrity principle


Your CPD Certificate can be found in your Account.

Trevor Hellawell

CEO • ExL Practice Development

Trevor Hellawell is a solicitor and legal training and management consultant working with major law firms, local law societies, many legal training providers and other clients. Until going freelance in 1999 he was a full time lecturer with the University of Law, ending his career as a Principal Lecturer at the York Branch. Until recently returning to the freelance arena, he was Head of Law Programmes at BPP.

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