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

Charlotte Pisuto

Money talks

2019-08-06T00:05:00+01:00

Charlotte Pisuto discusses new guidance from the Office of the Public Guardian for attorneys and deputies on making investment decisions for vulnerable people

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Podcast: Introduction to mental capacity law

2019-07-30T10:06:00+01:00

This podcast explores the key areas of mental capacity law when supporting vulnerable clients.

All Mental Capacity

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Birmingham District Probate Registry to close at the end of August

2019-08-16T15:37:00+01:00

It has now been announced on the GOV.UK website that the registry will close on 30 August 2019, and work will be transitioned to Newcastle District Probate Registry

Linda Dack

Top Gunn

2019-08-06T00:10:00+01:00

Linda Dack’s private client team at Watkins & Gunn won at this year’s inaugural Wales Legal Awards. She talks about the win and the trends in her wills and probate caseload

All Wills and Probate

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Safety first

2019-08-06T00:11:00+01:00

Melinda Giles provides a comprehensive guide to the safeguarding process for adults and what you can do if you have a concern about a vulnerable client

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The small print

2019-05-14T00:00:00+01:00

The Competition and Market Authority’s recent market study into the care home industry found that people are not being treated fairly. Caroline Bielanska presents a guide to the care home contract terms that are likely to be unfair, and what you can do if you encounter them

All Elderly Client

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It takes two

2019-08-06T00:03:00+01:00

Using a real-life case study of a complex estate, Charlotte Pollard and Sofia Thomas explain how solicitor and tax adviser working together and taking a holistic approach can reap benefits for clients

Ian Bond

Podcast: Online probate system - cause for grave concern?

2019-03-29T14:29:00+00:00

This podcast explores the new online probate service introduced by HM Courts and Tribunals Service and what this means for solicitors.

All Tax and Estate Planning

Roman Kubiak

Screaming out for a judge-led process – contentious probate update

2019-06-19T09:09:00+01:00

Roman Kubiak comments on Lomax v Lomax [2019] EWHC 1267 (Fam), an Inheritance Act claim where the court refused to force parties to early neutral evaluation.

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Probate update: disputed domicile and Inheritance Act claims

2019-04-23T16:27:00+01:00

Roman Kubiak looks at Kohli v Proles [2019] EWHC 193 (Ch), where the court dismissed an application to appeal the finding of an England and Wales domicile in Inheritance Act claim.

All Contentious Probate

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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

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Library FAQ: bare trusts and declarations of trust

2019-06-18T13:11:00+01:00

The Law Society Library explains where you can find precedents for bare trusts and declarations of trust.

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