We've gathered our top articles from PS on management in private client practice. ith articles on everything from setting prices, to complaints handling, our collection will help you ensure your firm or practice area runs efficiently and effectively for your people and clients
Shock of the new
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
Raised voices
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
Meet our committee
The committee supports the development of the future strategy of the Section and enhancement of the services already offered to members.
Find out moreUpcoming events and webinars
Webinar: Inheritance tax case law update (OnDemand)
Double regional seminars: Gifting homes and private client hot topics (September 2020)
Private Client Section annual conference week (OnDemand)
Webinar: The law behind trusts (OnDemand)
Double regional seminars: Tax law and trust creation (June 2020)
Private Client section elderly and vulnerable client care conference (16 October 2020)
Webinar: Contentious probate for non-contentious probate lawyers (OnDemand)
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Why client investors are taking their social responsibilities more seriously post-COVID 19
Chris Howard explains why, in light of the pandemic, investors are increasingly looking to companies with strong ethical credentials and rethinking their investment strategies. So, how can you support your clients accordingly?
Long-term care funding: where to begin?
With an ageing population, and care home fees likely to rise following COVID-19, the funding of long-term care will become an ever-more important part of later-life planning. Martin Tyrrell explains how a financial adviser can help the solicitor to ensure the best outcomes for clients.
HMRC delays DAC-6 reporting deadlines
HM Revenue and Customs (HMRC) has confirmed that the UK is taking up an optional six-month deferral to the DAC-6 reporting requirements.
Removal service
There are many reasons why a change in attorney or deputy may be in P’s best interests, but what can you do if they resist? Holly Miéville-Hawkins explains how to remove an attorney or deputy against their will
A place in the sun
Angharad Lynn looks at the issues involved when succession planning for clients with homes abroad
Second time around
Using case studies, Charlotte Pollard and Sofia Thomas consider the range of tax and estate planning issues for clients remarrying or divorcing later in life, and flag the common pitfalls to avoid
Private Client Section: Older or incapable client double regional seminars (February 2020)
Download the slide and notes from this Feb 2020 double seminar which focused on support for older or incapable clients, and which was delivered by two of the top solicitors in private client law.
Cross border conference: The new international landscape (6 March 2020, London)
Our 2020 cross border conference will help you to keep on top of the increasingly complex and changing environment of international private client work.
OnDemand seminar: Practical inheritance tax update 2019
Listen and view on demand this Private Client Section seminar which will provide you with a practical update on early 2019 changes affecting inheritance tax.
OnDemand seminar: Deathbed wills – preparing wills at the end of life
This seminar was the first part of our Private Client Section elderly client double seminar.
