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.

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

Upcoming events and webinars

  • Webinar: Inheritance tax case law update (10 June 2020)

  • Double regional seminars: Gifting homes and private client hot topics (September 2020)

  • Private Client Section annual conference (26 June 2020, London)

  • Webinar: The law behind trusts (OnDemand)

  • Double regional seminars: Tax law and trust creation (April/May 2020)

  • Private Client section elderly and vulnerable client care conference (16 October 2020)

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


Private Client Section annual conference - June 2019

Private Client Section annual conference (26 June 2020, London)

Our annual conference 2020 is an essential event for those who manage the legal affairs on behalf of their private clients in the UK and overseas. You will hear from expert speakers, to equip you with the very latest thinking on private client work.

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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  • 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

  • Scarle v Scarle: High Court upholds commorientes rule

  • In a bind: drafting deadlines for conditional gifts in a will

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

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