Webinar: Talking tax, pensions and divorce (OnDemand)
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.
Market forces
Victoria Moffatt shares her advice on how you can promote your services and increase your reach as a private client practitioner
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
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
Library FAQ: Where can I find precedents and commentary on digital assets?
As we continue to post on social media, bank online and store information in clouds, our digital footprint can hold our a lot of sensitive, personal information. Dealing with digital assets after death is a major concern for private client solicitors and their clients. The Law Society library details where ...
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
Taking charge
Fiona Heald and Sophie O’Connell give an overview of what you need to know if you come across enduring powers of attorney
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
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.
