Donate unclaimed client accounts

Since October 2014 residual client account balances of up to £500 can be donated to charity without prior SRA authorisation. Follow the steps below and take the hassle out of the whole process.  

Donate unclaimed client accounts

Dealing with unclaimed client accounts can be a nightmare. They take up extra time when reconciling accounts creating more administrative work as they must be accounted for and explained on an annual basis. You can help your firm by clearing these funds from your balance sheet.

We’ve made it easy for you to do in a way that means you support our work at the same time. 

But before you get started you need to make reasonable attempts to establish the identity and contact details of the money’s owner.