The Private Section covers wills and probate, estate administration, elderly client, mental capacity, trusts and tax and estate planning. We also cover other areas as they relate to private client law and practice, from practice management in private client firms to charity law, and from state benefits to international law and practice

make money

Deputyship fee refund scheme launched

2019-10-10T09:34:00+01:00

On 4 October 2019, the Ministry of Justice (MoJ) launched a scheme to refund those who may have paid more than they should for deputyship fees.

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Court of Protection mediation pilot

2019-10-10T08:57:00+01:00

A nationwide mediation pilot was launched on 1 October 2019, to evaluate the impact of mediation on Court of Protection proceedings.

All Mental Capacity

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Law Society welcomes u-turn on probate fees hike

2019-10-14T10:22:00+01:00

On 12 October, Justice Secretary Robert Buckland announced that the proposals to increase probate fees will be withdrawn. The news was welcomed by the Law Society of England and Wales, which ran a campaign to stop the fee hike

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Mistakes and money-laundering

2019-10-11T08:14:00+01:00

Lesley King comments on a case where a trust beneficiary’s right to income was rescinded on the basis of mistake, and on the government’s consultation on implementing the Fifth Anti-Money Laundering Directive.

All Wills and Probate

Helen Clarke

Workshop: Elderly client care and the Mental Capacity Act 2005

2019-09-17T00:00:00+01:00

Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up hers on elderly client care and the Mental Capacity Act 2005

Paul Garwood

Workshop: Pensions

2019-09-17T00:00:00+01:00

Luke Brooks and Paul Garwood sum up their workshop on pensions.

All Elderly Client

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Plenary: Intellectual capital

2019-09-17T00:00:00+01:00

Emma Chamberlain spoke at the Private Client Section annual conference 2019 on capital taxes, including the government’s planned reform of trusts, the transfer of assets on divorce, and the gifts with reservation of benefit rules

Steve Appleton

Workshop: Inheritance tax on business property: how to protect your clients

2019-09-17T00:00:00+01:00

Steven Appleton rounds up his workshop on inheritance tax on business property.

All Tax and Estate Planning

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Scarle v Scarle: High Court upholds commorientes rule

2019-10-10T11:02:00+01:00

Roman Kubiak and Oliver Black take a closer look at Scarle v Scarle, in which it was unclear which of a couple had died first and where the High Court recently upheld the commorientes rule.

William Moffett

Wokshop: Contentious probate update

2019-09-17T00:00:00+01:00

Delegates at the conference could choose between five workshops, run twice over the course of the day. William Moffett recaps his key contentious probate cases from 2019

All Contentious Probate

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Library FAQ: trusts for 18 to 25-year-olds

2019-10-08T10:37:00+01:00

The Law Society Library explains where to find details of precedents for age 18 to 25 trusts, also known as section 71D trusts.

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Red flags

2019-08-06T00:02:00+01:00

Mariel Stringer-Fehlow outlines her tips and practical advice for trustees on spotting the early warning signs of a matter turning contentious, using four common scenarios

All Trusts

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 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, magazines and a LinkedIn group.

*See Section terms and conditions

Join today