Welcome to the Private Client Section - the membership group to help practitioners working in wills and probate, estate and tax planning, trusts, and mental capacity to be good at what they do, SRA compliant and progress their careers. Our rolling programme is delivered through a range of inclusive activities including seminars, webinars, podcasts, newsletters, PS magazine, and our LinkedIn group, plus members discounts.

Upcoming events and webinars

  • Webinar: Contentious probate for non-contentious probate lawyers (OnDemand)

  • Seminar: Professor King and topical issues in Private Client practice (September / October 2019)

  • Elderly and vulnerable client care conference (18 October 2019, London)

lady justice

Law Society welcomes u-turn on probate fees hike

2019-10-14T10:22:00+01:00

On 12 October, Justice Secretary Robert Buckland announced that the proposals to increase probate fees will be withdrawn. The news was welcomed by the Law Society of England and Wales, which ran a campaign to stop the fee hike

make money

Deputyship fee refund scheme launched

2019-10-10T09:34:00+01:00

On 4 October 2019, the Ministry of Justice (MoJ) launched a scheme to refund those who may have paid more than they should for deputyship fees.

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Court of Protection mediation pilot

2019-10-10T08:57:00+01:00

A nationwide mediation pilot was launched on 1 October 2019, to evaluate the impact of mediation on Court of Protection proceedings.

All news and updates

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Plenary: Good as golden

2019-09-17T00:00:00+01:00By

At the Private Client Section annual conference, Lesley King provided her yearly update on private client law and practice, covering the residence nil-rate band, the importance of the ‘golden rule’, and an urgent Court of Protection application

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Red flags

2019-08-06T00:02:00+01:00By

Mariel Stringer-Fehlow outlines her tips and practical advice for trustees on spotting the early warning signs of a matter turning contentious, using four common scenarios

Care home industry small print: person holding pen over terms and conditions

The small print

2019-05-14T00:00:00+01:00By

The Competition and Market Authority’s recent market study into the care home industry found that people are not being treated fairly. Caroline Bielanska presents a guide to the care home contract terms that are likely to be unfair, and what you can do if you encounter them

More about our magazine

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OnDemand seminar: Practical inheritance tax update

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.

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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.

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OnDemand seminar: Constructive methods to successfully navigate the CoP and beyond

This seminar was the second part of our Private Client Section elderly client double seminar.

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OnDemand case law seminar: Constructive methods to successfully navigate the CoP and beyond

Recorded: 31 January 2019Venue: The Law Society, 113 Chancery Lane, LondonSRA competency: A2, B1 and B2

All events

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

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Shock of the new

2018-11-06T00:11:00+00:00By

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 complaints in balloons

Raised voices

2018-08-07T00:03:00+01:00By

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

View the entire Collection

Meet our committee

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The committee supports the development of the future strategy of the Section and enhancement of the services already offered to members.

Find out more

Conferences

Elderly hands

Elderly and vulnerable client care conference (18 October 2019, London)

Booking is open for our elderly and vulnerable client care conference 2019, which will take place on 18 October at the Law Society in London.

Section supporters

Endorsed services for Trusts and Court of Protection

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Endorsed services for wills and associated documents

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  • Mistakes and money-laundering

  • Scarle v Scarle: High Court upholds commorientes rule

  • In a bind: drafting deadlines for conditional gifts in a will

  • Court of Appeal overturns two main 2019 contentious probate cases

  • Making a lasting power of attorney – getting it right first time

  • PPI: my firm’s approach

  • Payment protection insurance and private client practitioners

  • Screaming out for a judge-led process – contentious probate update

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

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