All Private Client Solicitors articles
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Event
Court of protection tips for statutory will and gifting applications - Online Event, 25 September 2025
Join our expert-led session for a step-by-step case study from client’s instructions, to issue, to negotiations with the Official Solicitor, to final order. Registration for this event will close at 11.59pm on Wednesday 24 September.
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PAS FAQ: Client not responding to will approval request
Our Practice Advice Service answers some commonly asked questions by private client practitioners
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PAS FAQ: Removing an obstructive executor
Our Practice Advice Service answers some commonly asked questions by private client practitioners
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Howe v Howe: An insider’s guide
Andrew Bishop looks at Howe v Howe – where he acted for the successful claimant – and its implications for Inheritance Act claims
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Event
Law Society Private Client Conference 2026 (Tuesday 19th May 2026, Hybrid)
Book Now After a sell out conference in 2025, we are excited to announce that registration for our 2026 conference is now open! We are also pleased to share that 2026 conference will be hybrid. making it more accessible and much easier for members to join in.
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Time to trust
Special tax treatment is given to disabled persons’ settlements. Ian Hunt explains who’s eligible, how to set them up and how they work
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Prenups without borders
Alberto Perez Cedillo considers the legal strategies for international couples seeking a prenup
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Keeping it in the family
Shared agreements that outline how a family lives and works together are becoming more popular. Russ Haworth explains the importance not only of a family constitution, but also the process of its creation
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Back to Basics: Attendance notes
Sarah Cairns, Andrew Bishop and Cian Jones look at and offer best practice on attendance notes
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Philanthropy – good for the soul?
Darren Beach talks to Steven Appleton about the importance of talking to your clients about philanthropy, shared values and succession planning
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To gift or not to gift?
How generous can you be with someone else’s money? David Taylor explains the rules for gifting by deputies and attorneys
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Dom’d if you do…
Kugan Panchalingam and Sarah Stenton explain the new tax rules for non-domiciled individuals living in the UK
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Values and vision
Attracting top talent for private client work can be difficult. Sally Summerscale offers what Rothley Law are doing to help buck the trend
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Pondering pensions
Last year’s autumn budget announced potential major changes to the pension landscape. Sarah Astley discusses strategies and future options for private clients
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Where there’s a will
How do you persuade potential clients to ditch the DIY will kit and invest in your will writing services? Rachel Hyndman shares some ideas
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Library FAQ: Uncooperative beneficiaries
The Law Society library look at what to do when a beneficiary is being uncooperative
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The bank of mum and dad
Sarah Robinson looks at the ‘bank of mum and dad’ and related estate planning considerations, in the build-up to a Law Society seminar and networking event in Southampton, 9 July 2025
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Podcast: What to expect from the Law Commission’s wills report
On Today’s Wills and Probate Podcast, Elizabeth Gibbison, chair of the Private Client Solicitors Section Advisory Committee and Stephen Lawson, chair of the Wills and Equity Committee, offer a deep dive into the ongoing and upcoming changes in the law of wills.
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News
Member talk: cross-border issues
Understand the common queries with cross-border succession planning and inheritance. Our speakers share best practice across different jurisdictions and relevant case law updates. This series of bitesize videos, exclusive to Private Client Solicitors Section members, is delivered by experts to support you in giving the best possible legal advice to ...
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Event round-up: healthcare funding discussion, and the Law Society’s bicentenary
Melinda Giles rounds up a recent event with a panel discussion on healthcare funding, and celebrating 200 years of the Law Society