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Private Client Section

Practice management

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Recent Features and Opinion

Daphne Perry

Writing wrongs

12 February 2019By

Daphne Perry offers some simple writing techniques to improve client service and business returns

craig ward 140x96

Protect and serveSubscription

12 February 2019By

The GDPR aims to give the individual control over their personal data. So what happens when a beneficiary to a will or trust asks for disclosure of their data? Craig Ward considers what you can do, as a trustee or executor, to remain compliant but maintain client confidentiality

rachel brushfield 126x86

One of a kindSubscription

12 February 2019By

A distinctive personal brand helps you to stand out in the minds and hearts of your target audience. Rachel Brushfield explains what a personal brand is, why you need one, and how to think about your own

Robot hand drawing a graph - legal tech

Shock of the new

6 November 2018By

The business of death is changing, as technology alters the way people are living their lives. How long before blockchain technology, e-signatures and chatbots become common on the private client stage? What else is waiting in the wings? Grania Langdon-Down investigates

Sue Bramall

Nothing but a numberSubscription

6 November 2018By

There are now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated. Sue Bramall explains some key points to consider, and the mistakes to avoid

Emma Kilburn

Leading the chargeSubscription

6 November 2018By

EU legislation requires financial advisers to disclose all costs and charges relating to their retail client recommendations. Emma Kilburn explains what to look for in investment reports to make sure your adviser is compliant

kim tasso

Get the message

10 August 2018By

It doesn’t matter how good your work or client service is if you’re not getting your name out there. Kim Tasso provides a brief guide to marketing private client work, with a guide on digital marketing tools and techniques. 

Raised voices complaints in balloons

Raised voices

7 August 2018By

Communication is a critical factor in many complaints relating to legal services, according to a recent report by the Solicitors Regulation Authority. Fiona du Feu examines 10 common communication areas that can make a difference

Private Client - Practice Management Collection


In 2018, we rounded up some of our most popular articles on practice management in private client practice, in our first PS Collection.

Read the Collection

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