Practice management

Recent Features and Opinion

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Rules of engagement

2021-05-18T00:00:00+01:00By

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

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Podcast: Networking for private client lawyers

2021-05-13T11:02:00+01:00

In this 21-minute podcast, Linda Dack and Chris Claxton Shirley discuss the networking experiences of private client lawyers during the pandemic.

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Keeping close

2021-02-16T00:00:00+00:00By

How can you ensure that your trainees learn relevant skills, now that working from home has largely replaced previously office-based activities? Fiona du Feu explains how you can overcome the practical difficulties as much as you can

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Safe from harm

2021-02-16T00:00:00+00:00By ,

Sophie O’Connell explores some of the ways deputies and attorneys can protect clients from financial fraud. Rick Kent then provides practical tips and advice on how your firm can protect itself and its clients from cybercrime

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What’s outstanding on your DAC6 action list? The deadlines are nigh!

2020-11-25T14:59:00+00:00By , Carol Katz

Carol Katz explains the DAC6 regulations and how to comply with them.

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Keeping tabs

2020-08-11T00:00:00+01:00By

We are all familiar with the concept of supervision, but with working from home now the norm, how should law firms adapt their procedures to address this? Fiona du Feu provides a checklist of the areas you need to focus on

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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