Practice management

GDPR

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Pricing and transparency

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Recent Features and Opinion

Kim Tasso

Workshop: Developing more private client work

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

Kim Tasso summarises her session on developing a stragegy to get more private client work.

Free drafting documents - pen dripping ink onto person holding umbrella

The write approach

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

Alexandra Rogers and Robert Marshall present a best practice guide to free-drafting documents yourself

Andrew Graves

Winning ways

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

Cheshire firm Rowlinsons Solicitors took home the 2018 Excellence Award for Private Client Practice. Andrew Graves and Donna Eland explain the secrets of their success

Julian Hall

Emotional rescue

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

Private client practice can take its toll. Warring families, watching clients succumb to ill health and, of course, death are all parts of the job. Julian Hall explains how you can build your emotional resilience to better manage times of stress

Howard Hackney

The great escape

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

Howard Hackney and Mark Briegal look at the practicalities of succession planning for private client firms, either through selling the firm or bringing in new partners – and what retiring partners need to do to plan their own future

Daphne-Perry-600x400

Writing wrongs

2019-02-12T00:00:00+00:00By

Daphne Perry offers some simple writing techniques to improve client service and business returns

Recent updates

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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 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

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