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

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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

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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 Mental Capacity

Who's complaining?

Your questions answeredSubscription

9 May 2017

The Practice Advice Service answers your frequently asked questions on wills and the administration of estates

gary rycroft

Not over yetSubscription

9 May 2017

The government may have dropped its planned hike in probate fees, but Gary Rycroft suspects it is not the last we’ll hear of the proposals

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

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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

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Contentious Probate Update - 2017 (Part 2)

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.

Henrietta Mason

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

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.

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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