Private Client Section

magna carta

Ilott, Magna Carta, Brussels IV and the rights of spouses and heirsSubscription

24 February 2017

Martin Beard, partner at Dawson Cornwell, and Ray Beard, solicitor at the Head Partnership Solicitors, discuss topical issues concerning succession law and heirship. 


Guardianship of property & financial affairs of a missing person to be given legal status

15 February 2017

Following a recent consultation, the government has decided to proceed with the creation of the new legal role and status of guardian of the property and affairs of a missing person.


Reporting serious incidents in charities consultation - Law Society's response

17 January 2017

The Law Society responds to the Charity Commission’s review. 

Elderly hands

PII for professional deputies

12 December 2016

It is a requirement for professional deputies to hold sufficient Professional Indemnity Insurance (PII) to cover the whole estate of all of their deputyship clients. The vast majority of professional deputies do have adequate PII cover but the Office of Public Guardian (OPG) have become aware of some professional deputies who do not. 

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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.

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