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Private Client Section

Announcing Collections – our new Private Client Section benefit

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Collections is our new benefit for Private Client Section members. We’ve gathered our top articles from past issues of the Section magazine, PS, to help private client practitioners build their skills and follow best practice.

Each Collection will cover a specific topic or area within private client practice, giving you a curated selection of articles by experts in the field. Collections will be accessible to all, so you can share them with colleagues and contacts.

Private Client - Practice Management Collection

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Our first Collection will cover management in private client practice, to support those in management roles in private client firms and practice areas. Articles cover a range of skills and knowledge including technology, building your business, succession planning, managing complaints, and profitability.

What do you think of Collections? Would you like us to publish a Collection on a particular topic? Please email us your thoughts.

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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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