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Private Client Section

PS November cover

Simon Leney

Back to Basics: Annual tax compliance in probate casesSubscription

15 May 2018By ,

Simon Leney and Jane Hodge look at final lifetime income and capital gains tax returns and estate returns

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. 

gary rycroft

Keeping up with the Joneses

21 February 2018By

In the first of a new series of interviews with private client practitioners, outgoing Section chair Gary Rycroft of Joseph A Jones & Co in Lancaster, looks at his career to date, what’s in his in-tray, and the current challenges faced by private client solicitors. 


Don't get in the red

7 November 2017By

Richard Dew explains the complexities of administrating insolvent estates

dawn joughin

Digital danger Subscription

7 November 2017By

The Financial Conduct Authority has called for lasting powers of attorney to be fully digitised to make them easier to apply for. Dawn Joughlin argues that the proposals will only leave vulnerable people at risk of fraud and abuse. 

nigel haddon

Fixed up

7 November 2017By

Many law firms are using fixed-fee billing, despite a suspicion that fixed-fee work is risky and unprofitable. Nigel Haddon provides some techniques for doing it profitably. 

helen starkie

Care packageSubscription

7 November 2017By

Helen Starkie reports back from this year’s Elderly Client Care Conference, held on 20 October

Stuart Adams

Guilt by association Subscription

7 November 2017By

As of 30 September, there is a corporate offence of failure to prevent the criminal facilitation of tax evasion. This brings a risk of criminal liability to solicitors’ firms for not only their employees’ actions, but also the actions of others with whom they are associated. Stuart Adams explains. 

make your connection

Make your connectionSubscription

7 November 2017By ,

Recent research has suggested that more could be done to clearly communicate legal issues to vulnerable clients. Helen Quinn and Gemma Jolly from Alzheimer’s Society explain how to improve your written and verbal skills to communicate effectively with people with dementia. 

fiona heald

Heald firmSubscription

7 November 2017By

Our new chair, Fiona Heald, discusses the two private client issues closest to her heart.

estelle chapman

Myth bustingSubscription

7 November 2017By

Trainee solicitor Estelle Chapman was initially sceptical when she took up a private client seat after months in corporate law. She explains how all her preconceptions were proved wrong, and makes the case for more trainees to embrace private client work. 

sarah harrison

Mark your words Subscription

7 November 2017By

Drafting errors which affect the inheritance tax position can be costly for both solicitor and client. However, there are opportunities to correct things, explains Sarah Harrison 

Simon Leney

Caught in the netSubscription

7 November 2017By

The annual tax on enveloped dwellings applies to UK residential properties held in corporate envelopes and carries yearly reporting obligations. Simon Leney identifies the tax’s traps. 

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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

Join today