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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.

digital services

Get involved in the government's online probate pilot

19 March 2018Updated: 26 March 2018

The HM Courts & Tribunals Service (HMCTS) Probate Reform Team provides an update on the online grant of representation service, and how solicitors can get involved in the next stage of testing. 


Exclusive to PCS members: client-focused probate and wills questionnairesSubscription

19 February 2018

To support our members, the Private Client Section has created templates for a client-focused probate questionnaire and a wills questionnaire.  

All news and updates

pcs manchester with helen clark 2017

Private Client Section: regional elderly client double seminars (Jan-Feb 2018)

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.

Amanda Hardy

IHT and death: a tax update (4 April 2017, London)

This April seminar will include information on the budget

Sarah Harrison

IHT and death: a tax update (19 April 2017 (Manchester) and 9 May (Birmingham))

These May and April seminars will cover what’s important in the budget for private client practitioners. 


Private Client Section annual conference 2017 (SRA competence A2) (30 June 2017, London)

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.

All events

a fine line14096

A fine line

21 February 2018By ,

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


Don't get in the red

7 November 2017By

Richard Dew explains the complexities of administrating insolvent estates

More about our magazine

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