Keep track of your professional learning

Keeping track of your training can seem like one more task on a solicitor’s to-do list. To help you record your professional development, we’ve compiled a list of competency codes in our Solicitors Regulation Authority (SRA) training tracker.

What we’ve covered

The table below lists the SRA codes covered in our support for Private Client Section members between 1 November 2019 and 31 October 2020.

We’ll update this grid throughout the year, as the programme continues to develop. Prior codes covered are available on request.

Date	Product	Product type	SRA code(s)
October 2020	Elderly and vulnerable client care conference webinars: Looking after vulnerable clients that want to co-habit Bereavement soft skills for private client solicitors	Inclusive	A2
September 2020	Webinar: Personal injury trust masterclass	Inclusive	A2
September 2020	Double webinar: Private client hot topics Clients gifting their homes masterclass	Inclusive	A2
September 2020	PS magazine: aimed at those in the early stages of their private client career	Inclusive	A2
September 2020	E-newsletter	Inclusive	A2
August 2020	Webinar: A practical toolkit for coronavirus	Inclusive	A2
August 2020	PS magazine: various articles including Back to basics: Wills, trusts and care home fees	Inclusive	A2
August 2020	E-newsletter	Inclusive	A2
June 2020	Private Client Section annual conference	Inclusive	A2
June 2020	E-newsletter	Inclusive	A2
June 2020	Webinar: Inheritance tax case law update	Inclusive	A2
May 2020	PS magazine: various articles including Back to basics: European cross-border estates	Inclusive	A1, A2, A3, A4, A5, B1, B2, B3, B5, B6, B7, C1, C2, C3, D3
April 2020	E-newsletter (x2): coronavirus theme	Inclusive	A2
March 2020	Webinar: The law behind trusts	Inclusive	A2
March 2020	E-newsletter	Inclusive	A2
March 2020	Private Client Section conference: cross-border	Discounted	A2
February 2020	PS magazine: various articles including Back to basics: Welfare deputyships	Inclusive	A2
February 2020	Double regional seminars: Older or incapable clients	Inclusive	A2
November 2019	PS magazine: various articles including Back to basics: Nil-rate band discretionary trusts	Inclusive	A1, A2, A3, A4, A5, B1, B2, B3, B4, B5, B6, B7, C1, C2, D1, D2

We also include the relevant codes for upcoming events on each booking page.

View our upcoming events

Find out more about the SRA competence statement

Benefits of Membership*

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current Section Engagement programme has been created in consultation with the Section Advisory Committee and will focus on key issues including:

NRB Changes
LPA Changes
Digital Assets
Cross Border Tax
IPFDA Cases
Care Act
Elderly Client
HMRC Disputes
Inheritance Tax
Trusts
Estate Administration
Capital Gains Tax

These issues will be addressed through a range of activities including: Workshops, Seminars, Conferences, Webinars, Website, E-newsletters, Magazine, and a LinkedIn Group.

*See Section terms and conditions

Join online

Download the form

Find out more about our new corporate membership

News
Accessing your benefits as a Section member
As a Section member, you can access premium online content and come to inclusive events and webinars.
Feature
Ensuring clients understand their financial choices could help improve their overall wellbeing
2021-01-20T11:05:00Z
Many professionals and clients take a one-sided view of financial advisers, and assume that independent advisers can meet all their needs. Dave Thomas explains, however, how employed advisers offering restricted advice can offer clients a different approach, and should be considered.
News
Help your clients find the right charity for their will
2021-01-18T12:19:00Z
With 69% of the public happy to be prompted to leave a charitable gift in their wills, the Gazette’s new-look Charity Explorer directory can help you support clients to find the right charity for their will.

More About us

FAQ
Meet the Private Client Section advisory committee
The committee supports the development of the future strategy of the section and enhancement of the services already offered to members. Committee members and their brief biographies are below.
FAQ
Contact the Private Client Section
Membership Contact the Private Client Section if you have a question about joining the Section, renewing your membership or accessing your Section benefits. You can email us at PrivateClientSection@lawsociety.org.uk , call 020 7320 5804 or write to: The Private Client Section The Law Society 113 Chancery ...

The Law Society Sections

Keep track of your professional learning

What we’ve covered

View our upcoming events

Find out more about the SRA competence statement

Benefits of Membership*

Find out more about our new corporate membership

Related articles

Accessing your benefits as a Section member

Ensuring clients understand their financial choices could help improve their overall wellbeing

Help your clients find the right charity for their will

More About us

Meet the Private Client Section advisory committee

Contact the Private Client Section

The Law Society Communities

Sections

Divisions