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Private Client Section

Tax and Estate Planning

christopher eriksson lee

Back to Basics: Managing stocks and shares as part of an estateSubscription

15 November 2018By

Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson Lee explains

Person picking a digital bitcoin from a tree

Swim with the currencySubscription

6 November 2018By

The fluctuating fortunes of digital currencies and cryptocurrencies are making the headlines on a regular basis. As their popularity grows, what do practitioners need to know to advise investors and traders? Sophie Cisler presents a guide

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

Houses in miniature village model

Gaining ground: the new non-residents' capital gains taxSubscription

19 October 2018By

Legislation in force from next April will bring almost all non-resident owners of land within the scope of UK tax on their gains – the loss of a key tax benefit for investors. Jo Summers explains

Philip Whitcomb

Workshop: Business property relief and agricultural property reliefSubscription

18 September 2018By

Delegates at the conference could choose between five workshops, run twice over the course of the day. Philip Whitcomb rounds up his workshop

Luke Brooks

Workshop: PensionsSubscription

18 September 2018By ,

Delegates at the conference could choose between five workshops, run twice over the course of the day. Luke Brooks and Paul Garwood sum up their session

Anastasia Tennant

Workshop: The role of the tax system in building the UK’s cultural patrimonySubscription

18 September 2018By

Delegates at the conference could choose between five workshops, run twice over the course of the day. Anastasia Tennant rounds up her workshop

Alex Drapkin conference 2018

Plenary: Family affairsSubscription

18 September 2018By

Alexander Drapkin, in his session at the annual conference, covered an overlooked area of tax planning: the settlement of claims under the Inheritance (Provision for Family and Dependants) Act 1975

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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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