Problem Solving For Professional Advisers
A Problem Lurking In The Files
From time to time, most firms will have a case that causes the partners concern. The danger is spotted but the resources are not there to take prompt corrective action. Whilst it goes without saying that the partners will make every effort to put matters right, others may be the judge of that effort. It is particularly important to avoid any suspicion of negligence.
This is, perhapes, of greatest concern with old probate and trust cases. A small error, missing accounts or tax returns or even inaccurate distribution, can quickly make an old file into a very difficult case. Fixed penalties can easily be incurred under self assessment for being late with tax returns
Resolution of the problem case can be time consuming. What busy partners can find five or ten uninterrupted hours? Can the task safely be left to the newly qualified, however willing?
The Solution
The solution is the discreet engagement of a specialist who can turn a file round, fill in the gaps in accounts, update the tax situation and put the whole case in order.
The problem of the missing partner
If a senior member becomes ill or takes a sabbatical, that can leave a gap in the expertise of the firm. Worse, if there is a sudden illness, incapacity or evidence of dishonesty, the partners may need to act very quickly. In this sort of situation, it is unlikely that a traditional locum will be up to the job.
The Solution
The answer can be found in a specialist of partner standing who has the experience to solve problems quickly and put the trust and probate department back on its feet.
A discreet service
Our work is done in the background - even away from your office if you choose.
Unless you specify otherwise, all communication will be through you as the professional adviser. Only at your specific request will we deal directly with any third party.
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