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Welcome to the Private Client Solicitors Section – a member community designed to help practitioners working in wills and probate, estate and tax planning, trusts and mental capacity excel in what they do.
Save time, with everything you need to stay on top of your game all available in one place, including PS magazine, webinars, events, trusted resources, discounts and more.
Save time, with everything you need to stay on top of your game all available in one place, including PS magazine, webinars, events, trusted resources, discounts and more.
Section supporter
Member talk: Contentious probate
Rea v Rea and undue influence claims
How an investigator can support with contentious probate
In the red: debts, insolvency and duties of personal representatives
A will to deceive
No provisions offered for estranged widow despite will and long marriage
Manual updates: HMRC Trust Registration Service Manual
Trusted professionals: Re Townsend [2022] EWCA Civ 880
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Members of the Private Client Solicitors Section can access events for a reduced rate.
Private Client Solicitors Annual Conference (23rd May 2024, London)
Book your place now (Early Bird Rates available)
Private Client Solicitors Section members benefit from free access to our library of on-demand content. Inclusive webinars and roundtables available on-demand include:
Cross-border estate planning (On Demand)
Our speakers from four jurisdictions (England & Wales, Northern Ireland, Scotland and the Republic of Ireland) offer practical points of view when it comes tax, trust and estate planning
Trusts and Property: A Best Practice Guide for Declarations of trust and gifting property (On Demand)
Our panel discussed trust and probate matters, restrictions on title, identifying beneficial ownership and accounting to the correct beneficiaries in a probate or trust sale.
Back to basics on digital assets (On Demand)
A back-to-basics session providing you with guidance on what the best practices are for dealing with a client who has digital assets.
Private Client Section annual conference week (On Demand)
Hear from expert speakers in our recorded webinars, to equip you with the very latest thinking on private client work.
Law Society library
Gain a competitive edge and give the best possible legal advice with the trusted resources and support available through the Law Society library.
As a section member you are entitled to the following library benefits***:
- first item free on Lawdocs, the Law Society library document delivery service*
- 50% off all chargeable Law Society library services**
- priority access to all Law Society library services
* Subject to standard page limits, terms and conditions and for current judicial proceedings or non-commercial purposes.
** Including additional research on top of the standard 30 minutes, the Lawdocs Service (first item free), and printing and photocopying services.
*** All benefits are valid between 1 November 2023 - 31 December 2024. Applies to all Law Society Section members, and members must state from initial contact that they are a current Section member when requesting any of these services.
Practice notes
Your membership gives you access to expert, practical and time-saving trusted resources.
Explore practice notes on issues including:
Learning and development
Stay competitive and compliant with the courses, credentials and accreditations on offer through Law Society Learning:
- essentials of cross-border private client practice series bundle (10% discount)
- Wills and Inheritance Quality Scheme (WIQS) training:
- private client law update and refresher course:
Temporary changes to the probate service
From 14 February 2024, HMCTS will be temporarily changing the opening hours for the probate enquiry phoneline
Charity Explorer
Help your clients find the right charity for them, by using our directories. See link below:
Keep up to date with features, commentaries and current awareness updates from the industry's leading practitioners. Published four times a year, it delves deep into the issues that matter most to you.
Tricks of the trade
Kim Tasso looks at a three-tier, full firm approach to marketing private client services
Practice makes perfect
Stephen Lawson considers the Law Society’s practice notes and their benefit for private client practitioners
Language barriers
Léa Maynard looks at the three different kinds of French will, and the practical language considerations at play in each
Our 'Back to Basics' section takes one key issue and provides extensive practical details to ensure you're up to speed and confident in your knowledge.
Back to Basics: Heritage assets
Sarah Murphy examines the inheritance tax implications of historic estates and national treasures
Back to Basics: Online Court of Protection applications
Emma Tante explains how to use the Court of Protection’s online system
Back to Basics: Trusts buying properties
Katy Withers and Erin Abul examine the growing trend of trusts acquiring property, and the advantages and disadvantages that this brings