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Private Client Section

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

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New for 2015, the Private Client Section will be running a series of regional workshops this November in London, Leeds and Portsmouth, focusing on problems and solutions for professional PRs, trustees and attorneys. 

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, including the regulatory and compliance implications for solicitors.

Our speakers, Henrietta Mason and Holly Miéville-Hawkins, will use fictional case studies to cover everyday but challenging issues such as:

• what should you do when a professional PR or trustee retires from practice?

• how should professional PRs or trustees respond to requests to retire?

• what do you do when a trustee or attorney loses capacity?

• who is your client in these situations? To whom do you owe your duties?

Attendees will break into groups to debate and discuss potential solutions for the case studies, and the speakers will share their own solutions to identify best practice, to help you, if and when you face these challenges in practice.

Why attend?

If you are familiar with the above problems or want to be prepared for them, this workshop is for you. This workshop will identify practical solutions to help improve your everyday practice and provide clarity on the regulatory and compliance implications.

Who should attend?

  • Senior professional support lawyers
  • Private client specialists
  • Head of private client departments
  • Managing partners


12 November 2015 – Leeds Becket University, Leeds

16 November 2015 – The Law Society, London

18 November 2015 – University of Portsmouth, Portsmouth


Registration fees

Private Client Section members: £32 + VAT = £38.40

0 to up to 3 years’ PQE and PC holders working for not for profit organisations = £35 + VAT = £42

PC holders = £75 + VAT = £90

Non PC holders = £175 + VAT = £210PR

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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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