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Private Client Section

Join today Welcome to the Private Client Section - the community for practitioners in wills, probate, financial and tax planning, trusts, mental capacity and estate administration. We provide you with support and guidance including through our magazine, webinars, events, and commentary.

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Write to your MP about the new probate fees

8 February 2019Updated: 11 February 2019

The government is attempting to raise probate fees – we are calling on our members to write to their local MP to urgently raise concerns regarding this stealth tax

E-commerce sector inquiry

Keep track of your professional learning

30 January 2019

The Private Client Section have compiled a list of competency codes in a new training tracker, to help you record your professional development.

All news and updates

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Regional seminars: Elderly client double bill (January/February 2019)

Our popular regional seminars are back for 2019, focusing on how to support your elderly clients.

Piggy bank

Webinar: Pensions update - demystifying the current regime (OnDemand)

Join Luke Brooks’ update to gain a better understanding of the current private and state pension systems.

Elderly and vulnerable client conference

Elderly and vulnerable client care conference (12 October, London)

Booking is now open for our elderly and vulnerable client care conference 2018, which will take place on 12 October at the Law Society in London. 

family lawyer

Webinar: Family business succession - how to advise your clients (OnDemand)

This webinar identifies the issues particular to family businesses, why they arise and how to best protect against failing to survive beyond the third generation.

All events

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Shock of the new

6 November 2018By

The business of death is changing, as technology alters the way people are living their lives. How long before blockchain technology, e-signatures and chatbots become common on the private client stage? What else is waiting in the wings? Grania Langdon-Down investigates

Raised voices complaints in balloons

Raised voices

7 August 2018By

Communication is a critical factor in many complaints relating to legal services, according to a recent report by the Solicitors Regulation Authority. Fiona du Feu examines 10 common communication areas that can make a difference

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Meet our committee

private client section committee 2018 small

The committee supports the development of the future strategy of the Section and enhancement of the services already offered to members.

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Daphne Perry

Writing wrongs

12 February 2019By

Daphne Perry offers some simple writing techniques to improve client service and business returns

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Take control

6 November 2018By

The EU GDPR magnifies the data privacy obligations of deputies and attorneys in relation to donors and people lacking mental capacity. Craig Ward provides a guide to the new requirements

More about our magazine

Section supporters

Endorsed services for Trusts and Court of Protection

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Endorsed services for wills and associated documents

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Benefits of Membership*

Private Client Section renewals

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current Section Engagement programme has been created in consultation with the Section Advisory Committee

These issues will be addressed through a range of activities including: workshops, seminars, conferences, webinars, website, e-newsletters, magazines and a LinkedIn group.

*See Section terms and conditions

Join today