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.
  • Webinar: Inheritance tax planning in 2021 (15 March)

  • Webinar: Deathbed gifts (3 March 2021)

  • Cross border conference (25 March 2021)

  • Webinar: Bereavement soft skills for private client solicitors (OnDemand)

  • Webinar: A practical toolkit for coronavirus (OnDemand)

  • Webinar: Looking after vulnerable clients that want to co-habit (OnDemand)

  • Webinar: Inheritance tax case law update (OnDemand)

  • Webinar: An introduction to the law behind trusts (OnDemand)

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

  • Webinar: Inheritance disputes update 2019 (OnDemand)

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

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Cross border conference (25 March 2021)

Our  2021 cross border conference will help you to keep on top of the increasingly complex and changing environment of international private client work. The event takes place online.

  • Clash of the trustees - removing a trustee with competing interests

  • Rectification of post-death variations: check and re-check

  • Guidance for deputies: Hourly rates

  • Overcoming the burden of administration in death

  • Guidance for deputies: Instructing your own firm post-Re ACC

  • Guideline hourly rates again under the microscope

  • For names’ sake! Naming charities in wills

  • What’s outstanding on your DAC6 action list? The deadlines are nigh!

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 Private Client 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