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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Solicitors’ Accounts Rules – Update

Date: 20 November 2019 13:30 - 16:30

Type: Audit Assurance and Financial Reporting, Course

Organiser: Tyne and Wear

This course will be of benefit to anyone advising solicitors in practice, including those involved in the work of reporting accountants under Solicitors Regulatory Authority’s Accounts Rules.

The course will focus on the changes to the SRA’s Accounts Rules and the issues involved. It will ensure delegates are aware of the recent and anticipated changes in enough detail for them to be able to implement the changes as well as converse confidently with their clients about the changes and their impact.

Course information

We aim the course at those who are experienced in dealing with solicitor clients and acting as reporting accountants. At the end of the course, delegates can:

  • Appreciate the recent and expected changes made to the Rules
  • Demonstrate an awareness of the regulatory changes effecting solicitors in practice
  • Understand the commercial outlook for the legal profession.

The exact content might change depending on technical issues that arise before the course, but we expect the material to include:


  • Update on recent changes, including ICAEW authorisation of legal services
  • Changes to the SRA Accounts Rules, including:
    – the use of third-party-managed accounts
    – the Transparency Rules
  • Areas of risk
  • Solicitors and money laundering cases
  • Recent disciplinary cases involving Accountants and the Accounts Rules
  • Recent SAR Disciplinary Tribunal Cases
  • Other news and future changes to the Rules
  • Current performance and outlook for the sector
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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Newcastle Gateshead Marriott Hotel Metro Centre

Metro Centre
NE11 9XF

Tel No: 0191 493 2233


Stephen McAlpine

Stephen McAlpine is a Chartered Accountant with considerable practical and training experience. He has been responsible for accountancy training to a variety of organisations, including open courses; ranging from small businesses to major quoted companies. Stephen had almost ten years’ experience as training manager in two medium size firms of Chartered Accountants before becoming a freelance trainer and independent reviewer of files for technical standards for about 60 firms of accountants. As a complement to his training and technical commitments, Stephen is a partner in an audit and accountancy practice which he founded in 1993. The firm’s clients are owner managed, and Stephen provides them all the routine professional services they require from an accountant.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.