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file notes

woman's hands going through filing cabinet

File notes: when to take them and when to use them

The real value of file notes in defending professional indemnity claims.

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Ready to defend yourself? The power of the file note

A lack of file notes is a significant handicap in presenting a successful defence on behalf of an insured. By JANICE PURVIS.

man writing on a financial chart

The risks of mixing legal and financial advice

Solicitors must be conscious of the difference between financial and legal advice and know when to advise a client of the need to obtain independent…

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