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Private Client Section

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

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The 2016 Law Society Private Client Section annual conference will equip you with the very latest thinking on private client work, with parallel workshops covering topics such as elderly client, succession planning, digital assets, pensions and asset protection. 

You will also have the opportunity to explore business development opportunities. This conference provides a diverse range of expert speakers sharing their expertise on a range of topics that are critical to private client practitioners.

The conference will take place at the Victoria Park Plaza in London.

Programme 

Fraser and Fraser logo

Associate sponsor

09.00 - 09.30 Registration

09.30 - 09.35 Welcome

Gary Rycroft, chair, Private Client Section executive committee  

09.35 - 10.35 Capital tax planning after the 2016 budget

Chris Whitehouse, barrister, 5 Stone Buildings  

10.35 - 11.00 Refreshments, exhibition and networking

11.00 - 11.30 Keynote

Baroness Ilora Finlay

11.30 - 11.35 Transit time

New Certainty logo

Associate sponsor

11.35 - 12.50 Concurrent workshop session A 

A1. Elderly client issues 

Helen Clarke, solicitor, Private Client Section advisory committee

A2. Succession planning for business clients  

- Will drafting

- LPA for business clients

- Tax implications

Gill Steel, director, LawSkills 

A3. Digital assets  

Ian Bond, partner, private client, Higgs and Sons Solicitors

A4. Pensions

- New annual allowance rules

- New lifetime allowance rules

- Options on retirement

- Pension death benefits

Luke Brooks, director, chartered financial planner, Smith & Williamson 

A5. Asset protection / Pitfalls of co-ownership

Caroline Bielanska, solicitor, TEP, independent consultant, mediator, author and trainer, Dementia Friends Champion

A6. Inheritance update 2016

- Adult children: Ilott in the Supreme Court

- A new species of child 

- Divorce fiction update

- Wooldridge: wealthy widow

- Early neutral evaluation

- Tax tips for settlement

Miranda Allardice, 5 Stone Buildings

12.50 - 13.50 Lunch, exhibition and networking

13.35 - 13.50 Social media drop-in session

13.50 - 14.10 Interactive Q&A

14.10 - 14.15 Transit time

14.15 - 15.30 Concurrent workshop session B - repeat of the morning sessions 

15.30 - 16.00 Refreshments, exhibition and networking

16.00 - 17.00 Recent developments in private client practice 

Professor Lesley King, professional development consultant, University of Law

 

Price

Booking fees from 31 May 2016

  • Private Client Section member £300 + VAT = £360
  • PC holders £345 + VAT = £414
  • Non-PC holders £445 + VAT = £534
  • Members of the Law Society working in not for profit £195 + VAT = £234 (please email events@lawsociety.org.uk for this rate if you work for a not for profit organisation)

 

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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.

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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