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Private Client Section


Exclusive to PCS members: client-focused probate and wills questionnairesSubscription

19 February 2018

To support our members, the Private Client Section has created templates for a client-focused probate questionnaire and a wills questionnaire.  

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PAS FAQ: Wills and Inheritance Quality Scheme accreditation

20 August 2018

The Law Society’s Practice Advice Service explains what standards your firm needs to uphold in order to receive Law Society accreditation.


RTC: are you ready for the September deadline?Subscription

16 July 2018

A new legal obligation, the ‘requirement to correct’ (the RTC) requires taxpayers with outstanding offshore tax non-compliance to correct the position before 30 September 2018. Stuart Adams explains what action you need to take.


Non-dom reforms: Offshore trustees survey

25 June 2018

We invite off-shore trustees to complete a brief survey to help identify potential issues with proposed changes to offshore trusts.

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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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