Register of licensed bodies (ABS)

Personnel

Head of legal practice

Helen Wynne Downes (authorised by the Solicitors Regulation Authority)

Head of Finance and Administration

Judith Phillips

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Reserved activities

The firm is licensed to undertake the following reserved legal activities:

• Rights of audience
• Conduct of litigation
• Reserved instrument activities
• Probate activities
• Administration of oaths

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Terms and conditions of the licence

The general conditions which apply to licensed bodies contained in Rule 8 of the SRA Authorisation Rules for Legal Services Bodies and Licensable Bodies as applicable.

Any obligation which may from time to time be imposed on [The Firm] or a manager, employee, or non-authorised interest-holder in [The Firm] by or under the SRA's licensing rules or by or under the LSA, or any other enactment.

[The Firm] may carry on exempt regulated activities under Part XX of the Financial Services and Markets Act 2000 provided that such activities arise out of or are complementary to the firm’s reserved legal activities or other legal activities.

Licence

Licence number : 632134

Granted on 19 October 2016

Effective from 1 November 2016

Registration details

CLA Trust & Legacy Planning Limitedted

Telynfa
Main Road
Gwaelod Y Garth, Cardiff
CF15 9HJ
Company no. 08594769

Quoted company

CLA Trust & Legacy Planning Limitedted is not a quoted company or a subsidiary of, or part owned by, a quoted company.