Private Client Section

Welcome to the Private Client Section - the community for practitioners in wills, probate, financial and tax planning, trusts, mental capacity and estate administration
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Private client seminars

Private Client Section seminars (February to September 2017, various dates and locations)

These regional evening seminars have been designed by the Private Client Section advisory committee and the Law Society to provide solicitors with a comprehensive review of current private client issues, focusing on best practice and how practitioners can avoid problems and pitfalls.


Private Client Section: Cross border conference (9 March 2017, London)

The full-day conference will feature panel discussions, plenary sessions and networking with expert leading practitioners to provide advice and guidance on the growing and changing trends in international private client work. 


Private Client Section annual conference 2017 (SRA competence A2) (30 June 2017, London)

The conference will equip you with the very latest thinking on private client work, with parallel workshops covering current hot topics. This is an essential event for those who manage legal affairs on behalf of private clients in the UK and overseas.

All Events

Latest Spotlights

Our Spotlights are concise, expert-authored updates giving you the information and guidance you need to address the practical impact of recent case law, legislation and practice developments

john bunker

Spotlight: Budget 2016Subscription

24 March 2016By

John D Bunker, head of Private Client Knowledge Management at Thomas Eggar, brings you up to speed on the key private client measures in this year’s budget

Patrick Connolly

Spotlight: Autumn Statement 2015Subscription

26 November 2015By

Patrick Connolly explains the key financial planning points from this year’s autumn statement

All Spotlights

Latest Commentary

Leading commentator Lesley King analyses the most important cases, legislation and practice updates and provides a concise summary of the issues in practice

Lesley King

The Fourth Anti–Money Laundering Directive ((EU) 2015/849)

9 February 2017By

Lesley King provides commentary on the impact of 4ALMD on practitioners.

Lesley King

Her Majesty's Revenue and Custom’s Trusts & Estates - updates

17 January 2017By

Anyone who deals with trusts should have a look at HMRC’s Trusts & Estates Newsletter for December 2016. There are a number of items of note.

All Commentary

As a Section member, you're entitled to four webinars as part of your membership, available live and on-demand

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Webinar: Court of Protection update 2016 (9 December 2016)

This one hour webinar will provide a review of recent Court of Protection developments. 

Simon Leney

Webinar: A practical guide to trust administration (7 September 2016)

The next webinar inclusive in Private Client Section membership will focus on best practice in trust administration, accompanied by case studies looking at practical day-to-day trust administration issues.

Lucy Obrey

Webinar: Effectively managing digital assets for wills and estates (15 September 2016)

As most people now own a smartphone or other electronic device, much of our clients’ lives, both professional and personal, is finding its way into the digital sphere. This webinar, the third inclusive in Section membership, will explain how to deal with digital assets after death

Private client seminars

Private Client Section e-lecture: IHT and death - A tax update from Eason Rajah QC

Missed out on the recent Inheritance and death: A tax update regional seminar? Here’s a second chance to benefit from this CPD learning opportunity in the form of an e-lecture

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Section members receive our bi-monthly magazine, PS. Read sample articles exclusively here or find out more about the magazine

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Wind it upSubscription

14 February 2017By

In the second in a two-part series, Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust

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New habits

15 November 2016By

Philip Giles explains how private client, property and family departments can best work together when advising co-habitees, highlighting the risks and opportunities involved

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A family affair

23 September 2016By ,

With 42 per cent of marriages ending in divorce, it is important when advising wealthy clients to put mechanisms in place to protect family assets. Jenny Cutts and Rosie Schumm provide a guide

man stealing jars of probate

A run for your money?

18 July 2016By

Since 2014, accountants and alternative business structures have had the right to undertake non-contentious probate work. Grania Langdon-Down explores the reality of an increasingly competitive probate market

Henrietta Mason

Back to Basics: Removing and retiring trustees and PRs

19 May 2016By ,

Holly Mieville-Hawkins and Henrietta Mason look at the process for removing a fellow professional from a position of fiduciary duty

More taster features from our magazines

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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The links below will take you to

old hand and new hand

Private Client Section: Elderly client care conference (14 October 2016, London)

This popular event is tailored for private client practitioners dealing with the unique challenges of elderly clients. We are bringing together lawyers, health and social care experts, policy makers, academics and charity representatives to share their expertise on this complex area. 

Private Client Section new artwork 2014

Private Client Section Annual Conference, London (1 July 2016)

The 2016 Law Society Private Client Section annual conference will equip you with the very latest thinking on private client work. 

building blocks

Workshops: Professional PRs, trustees and attorneys (November 2015)

New for 2015, the Private Client Section will be running a series of regional workshops focusing on problems and solutions for professional PRs, trustees and attorneys

All Events