Older and vulnerable client care conference (October 2021)
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: An introduction to the law behind trusts (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
Our response to proposed digitalisation of Lasting Power of Attorney process
Our consultation found that although it could be modernised, the process must protect the most vulnerable.
Our response to proposed probate fee hike
Members shared their thoughts on the Ministry of Justice’s proposal to increase probate fees to £273.
PAS FAQ: binding wills signed at home
Our Practice Advice Service explains how to bind wills that are signed by clients at home.
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
Giving it up
A recent case involving a law firm that refused to renounce acting as professional executor ended up with it being removed by the High Court and a hefty legal bill to pay. Julie Man explains what you should do if faced with a similar request to renounce your executorship
Stamp it out
Lesley King unpicks the myriad of stamp duty land tax issues for trustees and beneficiaries
Webinar: Lasting powers of attorney for business owners (OnDemand)
Join 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.
Annual conference (1 and 2 July 2021)
Equip yourself with latest developments in private client work at our 2021 annual conference.
Webinar: Private Client Section – inheritance tax planning in 2021 (OnDemand)
With changes to capital taxes likely, how should we be advising clients on inheritance tax (IHT) mitigation in 2021? Join our webinar for a practical focus on IHT planning in extraordinary times.
