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Private Client Section

The Private Section covers wills and probate, estate administration, elderly client, mental capacity, trusts and tax and estate planning. We also cover other areas as they relate to private client law and practice, from practice management in private client firms to charity law, and from state benefits to international law and practice

Analogue clock showing ten minutes to six.

Payment protection insurance and private client practitioners

20 June 2019

The cut-off date for payment protection insurance claims is 29 August 2019. Lesley King looks at what this means for private client practitioners

Dr Elisabeth Alton

A meeting of mindsSubscription

14 May 2019

GPs are sometimes reluctant to carry out mental capacity assessments if a solicitor requests one for a client. Dr Elisabeth Alton explains how your legal knowledge and experience can be key to changing their minds

All Mental Capacity

Paperwork

Statement of truth: common errors to avoid

29 May 2019

HMCTS has provided a list of common errors it has found in statement of truth applications.

online probate

Law Society challenges HMCTS on delays to the probate service

28 May 2019

We asked HM Courts and Tribunals Service to explain the ongoing delays to the probate service and confirm the steps being taken to address the problems.

All Wills and Probate

Care home industry small print: person holding pen over terms and conditions

The small printSubscription

14 May 2019

The Competition and Market Authority’s recent market study into the care home industry found that people are not being treated fairly. Caroline Bielanska presents a guide to the care home contract terms that are likely to be unfair, and what you can do if you encounter them

David Mulholland

Meeting expectationsSubscription

12 February 2019

Regulators have been taking a keener interest of late in how professional services firms protect their vulnerable clients. What level of service should you expect from financial advisers in this area? David Mulholland explains

All Elderly Client

Ian Bond

Podcast: Online probate system - cause for grave concern?

29 March 2019

This podcast explores the new online probate service introduced by HM Courts and Tribunals Service and what this means for solicitors.

David Mulholland

Meeting expectationsSubscription

12 February 2019

Regulators have been taking a keener interest of late in how professional services firms protect their vulnerable clients. What level of service should you expect from financial advisers in this area? David Mulholland explains

All Tax and Estate Planning

Roman Kubiak

Screaming out for a judge-led process – contentious probate updateSubscription

19 June 2019

Roman Kubiak comments on Lomax v Lomax [2019] EWHC 1267 (Fam), an Inheritance Act claim where the court refused to force parties to early neutral evaluation.

India flag

Probate update: disputed domicile and Inheritance Act claimsSubscription

23 April 2019

Roman Kubiak looks at Kohli v Proles [2019] EWHC 193 (Ch), where the court dismissed an application to appeal the finding of an England and Wales domicile in Inheritance Act claim.

All Contentious Probate

handshake networking

Library FAQ: bare trusts and declarations of trust

18 June 2019

The Law Society Library explains where you can find precedents for bare trusts and declarations of trust.

Philip Warford

Back to basics: Trusts for disabled and vulnerable peopleSubscription

14 May 2019

Philip Warford looks at trusts for disabled and vulnerable people

All Trusts

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

Join today