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Private Client Section

Seminars and Workshops

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Private Client Section seminars: Recent developments in private client practice (September)

This one-hour seminar will provide a review of current issues in Private Client Practice.

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Private Client Section seminars: IHT and Death: A tax update (April/May 2018)

This seminar will highlight recent changes affecting Inheritance Tax. 

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Private Client Section: regional elderly client double seminars - Jan/Feb 2018

These seminars will help you keep on top of both the soft skills and the case law required to support elderly and vulnerable clients from a client care and SRA compliance perspective.

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Seminar: Current issues in private client practiceSubscription

In September, Professor Lesley King talked about the recent developments coming from judgments and statutes throughout 2017. Login to your account to listen to the audio of her seminar. 

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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