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

clasped hands

Law Society launches new mental capacity accreditation

24 March 2017

The Law Society launched a new mental capacity accreditation for legal representatives serving the Court of Protection.

Elderly hands

Streamline and strengthen safeguards for the vulnerable, Law Society urges

13 March 2017

A simpler set of safeguards is needed to protect the growing number of vulnerable people unable to give informed consent when they are confined to hospital or a care home to receive the care they need, the Law Society said today. 

All Mental Capacity

Henrietta Mason

Spotlight: Ilott v The Blue Cross and others [2017] UKSC 17

17 March 2017

Henrietta Mason comments on the long-awaited Supreme Court decision on whether a will failed to make reasonable provision for the deceased’s daughter and the grounds upon which a claim for provision can be brought.

ministry of justice exterior

Probate fee guidance from the Ministry of Justice

17 March 2017

In February, the Ministry of Justice (MoJ) announced it would be taking forward the new probate fees scheme it consulted on in spring 2016. The Law Society responded to this ...

All Wills and Probate

Elderly hands

Streamline and strengthen safeguards for the vulnerable, Law Society urges

13 March 2017

A simpler set of safeguards is needed to protect the growing number of vulnerable people unable to give informed consent when they are confined to hospital or a care home to receive the care they need, the Law Society said today. 

elderly couple on beach

Professional attorney guidance published

3 March 2017

The Office of the Public Guardian (OPG) has published guidance for professionals who are appointed to act as an individual’s attorney under a lasting power of attorney. 

All Elderly Client

pound sign

UPDATED Spring budget 2017: the private client perspective

8 March 2017

Patrick Connolly of Chase de Vere provides commentary on the private client aspects of the chancellor’s spring 2017 budget.

person standing on clock hands 1000x1000

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 Tax and Estate Planning

Henrietta Mason

Spotlight: Ilott v The Blue Cross and others [2017] UKSC 17

17 March 2017

Henrietta Mason comments on the long-awaited Supreme Court decision on whether a will failed to make reasonable provision for the deceased’s daughter and the grounds upon which a claim for provision can be brought.

two people in a row boat 1000x1000

Working it out

14 February 2017

Mediating may not make an unhappy family happy, but it can be a useful way of helping you sort out sensitive private client issues before they escalate. Andrew Hildebrand explains

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

person standing on clock hands 1000x1000

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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