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
Denotes premium member-only content. Existing members just need to register using the link above to gain access. Please note you must use the email address associated with your membership.

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Private Client Section: Cross border conference (9 March 2017, London)

The full-day conference will feature panel discussions, plenary sessions and networking with expert leading practitioners to provide advice and guidance on the growing and changing trends in international private client work. 

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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

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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

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Survivorship clauses and the commorientes ruleSubscription

7 December 2016By

Lesley King disucsses survivorship clauses in wills following death and the recent judgment in Jump v Lister. 

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Contentious Probate Update - December 2016 (Part 2)

7 December 2016By

Roman Kubiak rounds up significant probate cases in recent months, including solicitor facing prison sentence for ignoring court orders. 

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

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.

Lucy Obrey

Webinar: Effectively managing digital assets for wills and estates (15 September 2016)

As most people now own a smartphone or other electronic device, much of our clients’ lives, both professional and personal, is finding its way into the digital sphere. This webinar, the third inclusive in Section membership, will explain how to deal with digital assets after death

Private client seminars

Private Client Section e-lecture: IHT and death - A tax update from Eason Rajah QC

Missed out on the recent Inheritance and death: A tax update regional seminar? Here’s a second chance to benefit from this CPD learning opportunity in the form of an e-lecture

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. 

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

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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

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

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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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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 www.lawgazette.co.uk

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Private Client Section: Elderly client care conference (14 October 2016, London)

This popular event is tailored for private client practitioners dealing with the unique challenges of elderly clients. We are bringing together lawyers, health and social care experts, policy makers, academics and charity representatives to share their expertise on this complex area. 

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. 

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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

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