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

  • Seminar: private client hot topics (9 September 2020)

  • Private Client section webinar: A practical toolkit for Covid-19 (5 August 2020)

  • Looking after vulnerable clients that want to co-habit (13 October 2020)

  • Webinar: Inheritance tax case law update (OnDemand)

  • Seminar: Clients gifting their homes (10 September 2020)

  • Webinar: The law behind trusts (OnDemand)

  • Elderly and vulnerable client care conference (October 2020)

  • Webinar: Contentious probate for non-contentious probate lawyers (OnDemand)

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

Care support

Elderly and vulnerable client care conference (October 2020)

We’re bringing together speakers to provide practical advice to solicitors dealing with the unique challenges of elderly and vulnerable clients.

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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  • Unlawful killing: applying the forfeiture rule

  • High Court awards claimant success fee in Inheritance Act claim

  • Wills in a time of social distancing and self-isolation

  • Like buses: Thakare v Bhusate and out-of-time Inheritance Act claims

  • Missing: date of presumed death

  • Accidental interests in possession

  • Litigant in person loses claim to set aside mother’s will

  • Mistakes and money-laundering

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 Private Client 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