Private Client Section

Welcome to the Private Client Section - the community for practitioners in wills, probate, financial and tax planning, trusts, mental capacity and estate administration
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Current issues in private client practice (September, various dates and locations)

These regional evening seminars have been designed by the Private Client Section advisory committee and the Law Society to provide private client solicitors with a comprehensive review of current private client issues, focusing on best practice and how practitioners can avoid problems and pitfalls.


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

Latest Spotlights

Our Spotlights are concise, expert-authored updates giving you the information and guidance you need to address the practical impact of recent case law, legislation and practice developments

Henrietta Mason

Spotlight: Ilott v The Blue Cross and others [2017] UKSC 17Subscription

17 March 2017By

Henrietta Mason comments on the long-awaited Supreme Court decision on whether a will failed to make reasonable provision for the deceased’s daughter and the grounds upon which a claim for provision can be brought.

john bunker

Spotlight: Budget 2016Subscription

24 March 2016By

John D Bunker, head of Private Client Knowledge Management at Thomas Eggar, brings you up to speed on the key private client measures in this year’s budget

All Spotlights

Latest Commentary

Leading commentator Lesley King analyses the most important cases, legislation and practice updates and provides a concise summary of the issues in practice

shattered glass

Managing a missing person's financial affairs

9 June 2017By

The Guardianship (Missing Persons) Act 2017 Act received royal assent in April, establishing a new legal mechanism to deal with the property and financial affairs of a missing person. Lesley King looks in greater depth at the provisions within the act.


Contentious Probate Update - 2017 (Part 2)

3 May 2017By

Roman Kubiak takes a look at some of the biggest and most relevant cases for practitioners to hit the legal headlines since the start of 2017, with claims under the Inheritance (Provision for Family and Dependants) Act 1975 appearing particularly heavily.

All Commentary

As a Section member, you're entitled to four webinars as part of your membership, available live and on-demand

Penelope Reed

Webinar: Ilott v Mitson - 1975 act claims (10 July 2017)

Join this webinar to understand the implications for probate claims following the Supreme Court judgment in Ilott v The Blue Cross and others (formerly known as Ilott v Mitson).

richard circle crop

Webinar: Pricing strategies to attract clients and minimise compliance issues for private client practitioners

This webinar provides guidance on how private client firms can  grow their profits and client base while also complying with the regulators direction on pricing transparency.

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Webinar: Court of Protection update 2016 (9 December 2016)

This one hour webinar will provide a review of recent Court of Protection developments. 

Simon Leney

Webinar: A practical guide to trust administration (7 September 2016)

The next webinar inclusive in Private Client Section membership will focus on best practice in trust administration, accompanied by case studies looking at practical day-to-day trust administration issues.

All events

Section members receive our bi-monthly magazine, PS. Read sample articles exclusively here or find out more about the magazine

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Read the signs

9 May 2017By

Would you recognise the signs if your client was being abused? Angela Johnson from the Office of the Public Guardian explains what to look out for, and what steps it takes once a solicitor has raised the alarm

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Wind it up

14 February 2017By

In the second in a two-part series, Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust

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New habits

15 November 2016By

Philip Giles explains how private client, property and family departments can best work together when advising co-habitees, highlighting the risks and opportunities involved

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A family affair

23 September 2016By ,

With 42 per cent of marriages ending in divorce, it is important when advising wealthy clients to put mechanisms in place to protect family assets. Jenny Cutts and Rosie Schumm provide a guide

man stealing jars of probate

A run for your money?

18 July 2016By

Since 2014, accountants and alternative business structures have had the right to undertake non-contentious probate work. Grania Langdon-Down explores the reality of an increasingly competitive probate market

More taster features from our magazines

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 and will focus on key issues including:

  • NRB Changes
  • LPA Changes
  • Digital Assets
  • Cross Border Tax
  • IPFDA Cases
  • Care Act
  • Elderly Client
  • HMRC Disputes
  • Inheritance Tax
  • Trusts
  • Estate Administration
  • Capital Gains Tax

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

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The links below will take you to

  • Futures market - Private client

    Helping people navigate their lives can be immensely rewarding, hears Grania Langdon-Down, but where is the next generation of private client solicitors?