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Private Client Section

Practice management

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Recent Features and Opinion

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now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated.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

Charlotte Pisuto

Cash backSubscription

15 May 2018By

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

robert rutherford 140x96

Safe from harm

12 April 2018By

Law firms are an increasingly attractive target for cybercriminals – and private client solicitors, who often hold data on high-net-worth clients, are obvious prey. Robert Rutherford explains how you can stay safe, and remain one step ahead of the scammers

fiona heald 0218

Charm offensive

6 March 2018By

Fiona Heald muses on how to attract more young solicitors into private client work

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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