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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Private Client Section new artwork 2014

Private Client Section Annual Conference, London (1 July 2016)

The 2016 Law Society Private Client Section annual conference will equip you with the very latest thinking on private client work. Early bird discounts apply!

Engaged audience at PCS conference

Private Client Section seminars: February-September 2016

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

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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

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

Patrick Connolly

Spotlight: Autumn Statement 2015Subscription

26 November 2015By

Patrick Connolly explains the key financial planning points from this year’s autumn statement

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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


The biggest contentious probate cases of 2016 so far

8 April 2016By

Roman Kubiak, partner at Hugh James, takes a look at some of the most notable cases in the contentious trusts and probate field over the last few months.

Lesley King new

Costs of trust litigation: Blades v Isaac & Alexander

8 April 2016By

Lesley King discusses Blades v Isaac & Alexander [2016] EWHC 601 (Ch), which raises some some interesting points on the role of executors and trustees of discretionary trusts.

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

Alberto Pérez Cedillo

Webinar: Brussels IV

This pre-recorded webinar inclusive in Private Client Section membership focuses on the Brussels IV Regulation, and discuss its impact on a number of jurisdictions including the UK, Spain, France, Italy, USA and Germany. 

Lesley King

Webinar: Inheritance tax on residential property: Examining the new residence nil-rate band (21 January 2016)

This webinar, offered inclusive as part of 2015 and 2016 Private Client Section membership, will explain the implications of the new residence nil-rate band on inheritance tax planning

Lisa Vanderheide

Webinar: Dealing with HMRC’s clampdown on tax evasion and non-compliance (11 September 2015)

In one of the four webinars inclusive in 2015 Private Client Section membership, tax manager Lisa Vanderheide will deliver practical insights in how to deal effectively with an HMRC investigation. 

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

Henrietta Mason

Back to Basics: Removing and retiring trustees and PRs

19 May 2016By ,

Holly Mieville-Hawkins and Henrietta Mason look at the process for removing a fellow professional from a position of fiduciary duty

bird with eggs ps magazine

Line of duty

22 March 2016By

Charles Holbech discusses some recent cases that provide useful guidance on the scope of trustees’ duties when faced with decisions as to whether to sell or retain land, incur expenditure on repairs, or take legal action

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Casing the joints

16 March 2016By ,

Joint bank accounts can cause serious problems for personal representatives after the death of one of the account-holders. Fiona Lawrence and Julia Hardy explain

taxing issue

A taxing issue

26 November 2015By

The global tax landscape is increasingly complex and constantly changing. As compliance and reporting obligations become more rigorous, ignorance is no longer an option. Jo Summers explains the UK’s current position, and what advice you need to be giving to your clients.

Mike Hodin

Silver linings

22 September 2015

Michael Hodin, executive director of the Global Coalition on Aging, talks to Elizabeth Noone about the profound challenges we face as our population ages – and why he’s so positive about the future

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

building blocks

Workshops: Professional PRs, trustees and attorneys (November 2015)

New for 2015, the Private Client Section will be running a series of regional workshops focusing on problems and solutions for professional PRs, trustees and attorneys

cross border conference 2016

Private Client Section: Cross border conference 2016 (3 March 2016)

This one-day event will deliver an in-depth examination by lawyers from various jurisdictions on the leading issues in international private client law, with a particular focus on the Brussels IV regulation

Audience at Elderly Client Conference 2015

Private Client Section: Elderly Client Care Conference 2015 (16 October, London)

On 16 October 2015, the Law Society brought together lawyers, doctors, academics and representatives from the charity sector at this annual event at Chancery Lane, explaining what solicitors need to know when dealing with the unique challenges of elderly client law. Angela Rippon OBE spoke as ambassador of the Alzheimer’s Society

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