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)

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Birmingham District Probate Registry to close at the end of August

2019-08-16T15:37:00+01:00

It has now been announced on the GOV.UK website that the registry will close on 30 August 2019, and work will be transitioned to Newcastle District Probate Registry

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Outcome of the Legal Service Consumer Panel Survey 2019 re private client law

2019-07-31T12:35:00+01:00

On the 30 July 2019, the Legal Services Consumer Panel (LSCP) published the results of its latest survey on consumers’ use of legal services.

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Changes to your website, magazine and e-newsletters

2019-07-29T00:00:00+01:00

This summer, we are making changes to the Private Client Section magazine, website and e-newsletters

All news and updates

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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

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Writing wrongs

2019-02-12T00:00:00+00:00By

Daphne Perry offers some simple writing techniques to improve client service and business returns

More about our magazine

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Case law seminar: Constructive methods to successfully navigate the CoP and beyond (OnDemand)

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

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Soft skills seminar: Deathbed wills – a seminar for practitioners preparing wills at the end of life (OnDemand)

Recorded: 31 January 2019Venue: The Law Society, 113 Chancery Lane, London SRA competancy: A1, A2, A4, A5, B1, B3, B4, B6, B7, C1, C2 and D2

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Cross border conference (7 March 2019, London)

International private client work is an increasingly complex and changing environment. Stay up to date by attending our 2019 cross border conference.

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Webinar: Managing estates regarding ashes, pets and possessions (OnDemand)

This webinar will help you understand and stay up to date with both a broad understanding of the detail in this niche area of probate law.

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

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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

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

2019-01-11T11:06:00+00:00

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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  • Payment protection insurance and private client practitioners

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

  • Probate update: disputed domicile and Inheritance Act claims

  • Probate fees and civil partnerships

  • Relief: when is it merited?

  • Out of time: claims under the Inheritance Act

  • A stealthy new year: probate fees

  • Undue influence: what is sufficient legal advice?

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