Practice management

Recent Features and Opinion


Identity politics


Many will be familiar with when to obtain identification and verification for new clients, but if the relationship becomes a long-standing one, how often should you be monitoring this? Kate Burt explains


Workshop: Ethics

2021-09-21T00:00:00+01:00By , ,

Fiona Heald, Melinda Giles and Kate Mahon round up their workshop on ethics

Gillian Coverley 600x400

Workshop: MyHMCTS online portal

2021-09-21T00:00:00+01:00By ,

Gillian Coverley and Thomas Pape round up their workshop on the MyHMCTS online portal


New horizons


Christopher Tart-Roberts covers the key points from a panel he sat on, discussing how lawtech is currently being used in private client work, its risks, and its future

Head with cogs inside it

Intelligent life


Joanna Goodman investigates the growth of AI in private client work, how it’s being used, and the benefits it can bring to your practice


Rules of engagement


Fiona du Feu talks to practitioners Clare King of Clarion Solicitors and Rachel Roche of Roche Legal about how they have managed the ethical challenges around client care during the pandemic

Practice Management Collection

Private Client - Practice Management Collection

In 2018, we rounded up some of our most popular articles on practice management in private client practice, in our first PS Collection.

Read the Collection

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 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.

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