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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

Mental health

New accreditation scheme for mental capacity representatives

13 June 2017

Floyd Porter explains why the Law Society’s new mental capacity (welfare) accreditation scheme is an important step forward for the protection of the vulnerable and others involved in Court of Protection hearings.

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Back to Basics: Drafting LPA clausesSubscription

9 May 2017

Craig Ward looks at how to draft clauses in lasting powers of attorney, including the importance of clarifying client instructions, being aware of current case law, and drafting with a practical outlook

All Mental Capacity

will

Law Commission consultation on wills a welcome step towards modernisation

13 July 2017

A public consultation by the Law Commission is a welcome step towards updating will-making laws to keep them fit for purpose.  

Penelope Reed

Webinar: Ilott v Mitson - 1975 act claims (10 July 2017)

12 June 2017

Join this webinar to understand the implications for probate claims following the Supreme Court judgment in Ilott v The Blue Cross and others (formerly known as Ilott v Mitson ).

All Wills and Probate

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Sign it overSubscription

10 May 2017

There are several reasons why clients may want to transfer ownership of their home to their children – avoiding its value being included in care fee assessments, for example. But, cautions Roz Wyeth, there are major tax implications when passing on property

sign pointing to different economic problems

Read the signs

9 May 2017

Would you recognise the signs if your client was being abused? Angela Johnson from the Office of the Public Guardian explains what to look out for, and what steps it takes once a solicitor has raised the alarm

All Elderly Client

present wrapped up full size

Sign it overSubscription

10 May 2017

There are several reasons why clients may want to transfer ownership of their home to their children – avoiding its value being included in care fee assessments, for example. But, cautions Roz Wyeth, there are major tax implications when passing on property

david thornber 140x96

What a reliefSubscription

9 May 2017

Business property relief is one of the most generous tax reliefs available in inheritance tax planning, but there are still several pitfalls to watch out for. David Thornber provides a guide

All Tax and Estate Planning

Penelope Reed

Webinar: Ilott v Mitson - 1975 act claims (10 July 2017)

12 June 2017

Join this webinar to understand the implications for probate claims following the Supreme Court judgment in Ilott v The Blue Cross and others (formerly known as Ilott v Mitson ).

Roman-Kubiak-new-black-and-white

Contentious Probate Update - 2017 (part 2)Subscription

3 May 2017

Roman Kubiak takes a look at some of the biggest and most relevant cases for practitioners to hit the legal headlines since the start of 2017, with claims under the Inheritance (Provision for Family and Dependants) Act 1975 appearing particularly heavily.

All Contentious Probate

Simon Leney

Back to Basics: Administering trustsSubscription

14 February 2017

In this Back to Basics, Simon Leney identifies some of the building blocks that are needed to do this work effectively. The article is in three parts: the take-on of a newly established trust, the take-on of an existing trust, and the conduct of a trust

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Wind it up

14 February 2017

In the second in a two-part series, Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust

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

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