To support our members, the Private Client Section has created templates for a client-focused probate questionnaire and a wills questionnaire.
We’re looking to hear from our Welsh members if they have seen a rise in accountants moving into probate work.
These seminars will help you keep on top of both the soft skills and the case law required to support elderly and vulnerable clients from a client care and SRA compliance perspective.
This April seminar will include information on the budget
These May and April seminars will cover what’s important in the budget for private client practitioners.
The conference will equip you with the very latest thinking on private client work, with parallel workshops covering current hot topics. This is an essential event for those who manage legal affairs on behalf of private clients in the UK and overseas.
Despite greater awareness and public understanding of gender identity, many transgender people still face discrimination. Alison Craggs and Debra Gers examine the key legal rights of transgender people – from management of wills and inheritance rights to equality in the workplace
A professional deputy is under a duty to protect P from financial abuse and spending unwisely, but when does this become overprotectiveness? Using practical examples, Holly Miéville-Hawkins and Asha Beswetherick explain how you can navigate this increasingly fine line