Why we stand out

The Solicitors Regulation Authority has recently published their findings on a very small thematic review of probate files across all types of legal practice and it evidences lack of supervision being a problem.

The study consisted of a meeting with the head of the firms’ private client teams and at least one legal adviser as well as a review of training records and accounts.

The findings, while seemingly stark, were based on the review of just 30 files across 25 law firms. Still, it will absolutely be enough to cause concern within the wider public. Mayo Wynne Baxter was not one of those firms reviewed.

Mayo Wynne Baxter prides itself on the levels of supervision, guidance and mentoring provided to all members of the Private Client team, whether they are starting out in their careers or leading teams. Our files are reviewed regularly as part of our firm’s accreditations from the point of view of both financial regulation compliance, and the advice provided and progress being made. Corrective action is recorded and time limited and help ensure client expectations and needs are met if not exceeded.

The team also provides an open and honest file amnesty option – the ability for advisors to “hit reset” on files and ask colleagues to help manage them if they feel they need the support. The system is designed to ensure our clients get the best service from us and prevent our advisors from becoming overwhelmed if matters become more complex than initially considered, so there is always a suitably qualified advisor ready to step in and assist for the benefit of our clients.

Our advisors are highly trained in their field, often achieving additional qualifications/accreditations including STEP awards and Association of Lifetime Lawyers membership. Many are recognised as leaders in their field and have years of experience to draw on and assist colleagues.

Our solicitors comply with ongoing continuing competence requirements and record their development needs regularly. They are required to challenge themselves to acquire new skills and undertake training to meet those needs as part of their ongoing personal development.

Our Private Client team were thrilled to win the “Most Client Focused Solicitors 2024 – Sussex” at the Southern Enterprise Awards; Tax and Trusts Team of the year 2024, and Private client Practitioner of the year 2024 from the British Wills and Probate Awards a reflection of the efforts we put into to ensuring clients come first.

So while the message from the SRA is not entirely positive, you can be assured that Mayo Wynne Baxter is ahead of the curve and our team of probate specialists have all they need to support you.