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
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
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)
