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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

Charlotte Pisuto

Cash backSubscription

15 May 2018

Charlotte Pisuto addresses the practical implications of obtaining a refund for a registered enduring or lasting power of attorney from the Office of the Public Guardian

elderly hands

Deprivation of liberty safeguards to be reformed

23 March 2018

Legislation will be brought forward to reform safeguards covering people detained under the Mental Capacity Act 2005, the government has announced, accepting several recommendations made by the Law Commission.

All Mental Capacity

digital services

Get involved in the government's online probate pilot

19 March 2018Updated: 26 March 2018

The HM Courts & Tribunals Service (HMCTS) Probate Reform Team provides an update on the online grant of representation service, and how solicitors can get involved in the next stage of testing. 

Artists' wills

Artistic legacySubscription

15 May 2018

The estates of artists, writers and other creative people throw up many issues, from the division of rights to preserving their reputation after death. Helen Citron and Robert Craig describe how the will-drafter can play a crucial role in ensuring things go smoothly

All Wills and Probate

Charlotte Pisuto

Cash backSubscription

15 May 2018

Charlotte Pisuto addresses the practical implications of obtaining a refund for a registered enduring or lasting power of attorney from the Office of the Public Guardian

Fiona Heald

Under reviewSubscription

15 May 2018

Private Client Section committee chair Fiona Heald reviews a new title on the financial abuse of the elderly

All Elderly Client

Sheep farming at Coulaghailtro, Scotland

Back to basics: Working with farming accountantsSubscription

15 May 2018

Julie Butler and Fred Butler offer advice on the farm ownership structure and providing for strong succession planning. 

Stephen Kavanagh

Take my adviceSubscription

15 May 2018

Huge changes are afoot in the financial advice industry; it is becoming more difficult to keep up with regulatory change and identify the right advice firm for your client. Stephen Kavanagh lists the issues you should consider to ensure you make the best choices

All Tax and Estate Planning

Roman-Kubiak-new-black-and-white

Be reasonable: estate admin fees and financial provision for cohabitantsSubscription

12 April 2018

This month, Roman Kubiak looks at a case where beneficiaries of an estate challenged the reasonableness of fees incurred by executors in instructing two different firms, and a recent claim by an elderly cohabitee for reasonable financial provision who was awarded an outright transfer of property and capital lump sum.

gambs14096

Under the influenceSubscription

14 February 2018

The Law Commission’s recent proposals for electronic wills in its consultation on wills reform made the headlines. Chris Gambs argues the commission’s recommendations on reforming the law on undue influence are far more significant – and have a better chance of being implemented

All Contentious Probate

tax evasion

New draft guidance on Finance (No 2) Act 2017

10 April 2018

New draft guidance has been published to assist those advising non-UK domiciled clients on the important tax changes introduced by the Finance (No 2) Act 2017.

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