Webinar: Talking tax, pensions and divorce (Tuesday 5 July 2022)
Webinar: Creating trusts in lifetime (OnDemand)
Webinar: Estate planning for vulnerable children (OnDemand)
Webinar: Deathbed gifts (OnDemand)
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: Contentious probate for non-contentious probate lawyers (OnDemand)
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We've gathered our top articles from PS on management in private client practice. With 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.
Intelligent life
Joanna Goodman investigates the growth of AI in private client work, how it’s being used, and the benefits it can bring to your practice
Rules of engagement
Fiona du Feu talks to practitioners Clare King of Clarion Solicitors and Rachel Roche of Roche Legal about how they have managed the ethical challenges around client care during the pandemic
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 more
PAS FAQ: Can we act as a certificate provider?
Our Practice Advice Service answers a common question about acting as a certificate provider and drafting LPAs.
Library FAQ: Cohabitants - order for the sale of property
The Law Society Library explains where to find precedents and commentary for Cohabitants - order for sale of property
Investment by attorneys in discretionary management schemes clarified by OPG
The Office of the Public Guardian (OPG) has agreed to change its guidance on express provision for the management of investments via a discretionary investment provider within a financial lasting power of attorney (LPA).
At capacity
Holly Miéville-Hawkins and Holly Chantler review some key welfare cases from 2021, and the implications they have for financial deputies and attorneys
Benefit of discussion
James Simpson and Lucie Glover provide a comprehensive guide to the range of welfare benefits available to older clients
A taxing split
At the conference, Tim Gillett focused on areas where private client practitioners might assist their family law colleagues with tax issues arising on divorce, and how legal separation has a variety of tax implications
Webinar: Trust Registration Service (OnDemand)
Trustees have to perform a number of duties to fulfil their role effectively; however, some may not be aware of the Trust Registration Service (TRS) and the additional requirements.
Webinar: Unpicking the new Inheritance Tax Regulations (OnDemand)
In January 2022, amendments were made to the Inheritance Tax (Delivery of Accounts) (Excepted Estates)(Amendment) Regulations.
Webinar: Lasting powers of attorney for business owners (OnDemand)
Watch our webinar to hear our expert speaker, Craig Ward of Lundie, discuss business lasting powers of attorneys (LPAs), and gain key technical knowledge that you can apply to your everyday practice.
Webinar: Rights of the older person (OnDemand)
Join this Private Client Section inclusive webinar to better understand the rights of the older person.
