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Private Client Section

Practice management

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Recent Features and Opinion

Free drafting documents - pen dripping ink onto person holding umbrella

The write approachSubscription

14 May 2019By ,

Alexandra Rogers and Robert Marshall present a best practice guide to free-drafting documents yourself

Andrew Graves

Winning waysSubscription

14 May 2019By ,

Cheshire firm Rowlinsons Solicitors took home the 2018 Excellence Award for Private Client Practice. Andrew Graves and Donna Eland explain the secrets of their success

Julian Hall

Emotional rescueSubscription

14 May 2019By

Private client practice can take its toll. Warring families, watching clients succumb to ill health and, of course, death are all parts of the job. Julian Hall explains how you can build your emotional resilience to better manage times of stress

Howard Hackney

The great escape

14 May 2019By ,

Howard Hackney and Mark Briegal look at the practicalities of succession planning for private client firms, either through selling the firm or bringing in new partners – and what retiring partners need to do to plan their own future

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

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