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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

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

Mental health

Vulnerable patients at risk under new Mental Capacity Act

4 March 2019

300,000 vulnerable people will see their rights stripped back every year by imminent changes to the Mental Capacity Act, the Law Society has said.

All Mental Capacity

Free drafting documents - pen dripping ink onto person holding umbrella

The write approachSubscription

14 May 2019

Alexandra Rogers and Robert Marshall present a best practice guide to free-drafting documents yourself

probate dictionary definition

What is happening with probate fees? HM Courts & Tribunals Service Q&A

26 April 2019

In March 2019, it was announced that the statutory instrument bringing the revised probate fee scheme into force would be delayed. HM Courts & Tribunals Service has published more information on what practitioners should be doing until the scheme is implemented.

All Wills and Probate

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

The small print

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

lisa mark bell 350x235

Seminar: Practical inheritance tax update (April/May 2019)

30 January 2019

Join us in London (24 April), Birmingham (30 April) and Manchester (9 May) for an inheritance tax update.

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.

All Tax and Estate Planning

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.

sra

Webinar: Reporting solicitors to the SRA - when are you obliged to and how should you report? (4 July)

28 March 2019

This webinar on 4 July will explore when you are obliged to report your concerns to the SRA.

All Contentious Probate

Philip Warford

Back to basics: Trusts for disabled and vulnerable peopleSubscription

14 May 2019

Philip Warford looks at trusts for disabled and vulnerable people

James King

Seal of approvalSubscription

12 February 2019

The Law Society has endorsed investment management firm Tavistock Law. Managing director James King discusses a new fund Tavistock has launched, well suited for private client solicitors with money in trusts or Court of Protection awards

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