Private client
Stay up to date with the latest in asset management, including wills and probate, trusts and tax through our resources and practical support.
Making gifts of assets
When a client wishes to gift assets or offer them at significant undervalue, you must advise them about benefits and risks and clarify your role and responsibilities.
All resources
- 2017 tax changes for non-UK domiciliaries and trusts26 Jan 2024
- Anti-money laundering guidance for the legal sector28 Mar 2023
- Anti-money laundering guidance for the legal sector: addendum01 Dec 2023
- Applying for grants of probate20 Nov 2024
- DAC 6 and legal professional privilege 26 Jan 2021
- Financial abuse27 Jun 2023
- Guidance for solicitors advising on tax16 Oct 2023
- How to apply the EU tax rules26 Jan 2021
- Identifying a deprivation of liberty for under 18s: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in supported living: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the care home setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the home setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the hospice or palliative setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the hospital setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the psychiatric setting: quick reference guide18 Mar 2024
- Meeting the needs of vulnerable clients29 Nov 2022
- Mental Capacity Act Directory17 Mar 2015
- Mental capacity: international aspects27 Jun 2023
- Trust Registration Service (TRS) and AML compliance04 Apr 2022
- UK economic crime regime30 Apr 2024
- Understanding when someone is deprived of their liberty18 Mar 2024
- Video-witnessing wills27 Jun 2023
- Wills and name changes 08 Nov 2022
- Working with clients who may lack mental capacity27 Jun 2023
- Working with vulnerable clients case studies05 Jun 2020
- Access and disclosure of an incapacitated person's will09 Oct 2023
- Accredited legal representatives in the Court of Protection04 Sep 2023
- Administering insolvent estates18 May 2023
- Appointment of a professional executor22 May 2023
- Bankrupt beneficiaries18 May 2023
- Conflict of interests11 Sep 2024
- Disclosure of tax avoidance schemes14 Jul 2023
- Disputed wills: guidance for practitioners05 Sep 2023
- Fiduciary roles and retirement or departure from practice by a private client practitioner30 Nov 2023
- File retention: trusts24 Jan 2020
- File retention: wills and probate01 Nov 2018
- Lasting powers of attorney29 Sep 2023
- Making gifts of assets04 Jul 2023
- Powers of attorney for managing finances15 Dec 2022
- Preparing a will when your client is leaving a gift for you, your family or colleagues22 May 2023
- Protection for client accounts21 Dec 2023
- Representation before mental health tribunals23 Feb 2024
- Trust corporations27 Jun 2024
- A beneficiary refuses to approve estate accounts. What can I do?22 Jan 2024
- Am I obliged to act as my client’s deputy?24 Mar 2021
- Can I be my aunt's certificate provider to create a lasting power of attorney?22 Nov 2023
- Can I charge for time spent preparing a Larke v Nugus statement?09 Mar 2020
- Can I share a copy of a will file with a beneficiary without the executor’s authority?29 Sep 2022
- Can I use a conditional fee agreement for an Inheritance Act 1975 claim?22 Sep 2023
- Can a client’s ashes be scattered in his local river?22 Sep 2023
- Can a trust corporation be appointed as an attorney under a lasting power of attorney?22 Nov 2022
- Can my firm sign a contract on behalf of an overseas partner?25 May 2021
- Do I have to identify and verify all the beneficial owners of a trust?31 May 2024
- Do I need client consent to share information with a trustee in bankruptcy?25 Nov 2024
- Does a personal representative with power reserved need to be named in a contract for sale?22 Sep 2023
- How can I make a neurodivergent client’s court appearance less stressful?01 Aug 2023
- How do I bring a claim where probate or letters of administration have not been granted? 21 Dec 2020
- How do I obtain a will from the Principal Probate Registry?22 Sep 2023
- How do I trace a missing sole executor?09 Feb 2021
- How long should I wait to distribute assets after a grant of probate?12 Oct 2023
- How long should a client's original will be retained?02 Aug 2019
- How should I certify a copy of an original document?15 Mar 2024
- How should I give notice of intention to register an EPA?10 Aug 2020
- I act for an executor who found £20,000 in the home of the deceased. What should I do?05 Dec 2022
- I received files in error meant for the other side’s client. What should I do?02 Sep 2024
- Is a deed of variation of benefits a money laundering or tax evasion risk?22 Sep 2023
- Is a grant of letters of administration needed if a client died intestate before a bankruptcy hearing?22 Sep 2023
- Is an attorney entitled to a copy of a donor’s will?13 Jul 2020
- Is the appointment of a minor executor valid?17 Feb 2020
- Is there guidance on time limits for preparing wills?17 Jun 2021
- I’m a sole practitioner. Do I need to appoint a money laundering officer?22 Sep 2023
- My client passed away after I issued their personal injury claim. What should I do?22 Sep 2023
- Should I share information about the execution of a will with a rival firm?27 Apr 2020
- What checks should I make before releasing a lasting power of attorney (LPA)?17 Nov 2021
- What should I consider when certifying an LPA for a conveyancing transaction?24 Nov 2020
- What should I do if a litigant in person loses capacity?01 Feb 2021
- What should I do if my client loses capacity?22 Sep 2023
- When can I charge for home visits?20 Jun 2023
- When can a lasting power of attorney be used?20 Feb 2023
- When is an executor entitled to the original will of a deceased client?11 Jul 2024
- Advocacy and the vulnerable training30 Sep 2024
- Banking practices protocol: estate administration03 Nov 2012
- Money laundering risks and threats12 Nov 2024
- Undue influence – solicitors’ duties post-Etridge30 May 2002
- Inheritance tax review28 Oct 2021
- Mental Capacity (Amendment) Act 201913 Jul 2022
- Powers of Attorney Act 202306 Oct 2023
- Probate changes20 Nov 2024
- Property (Digital Assets etc) Bill25 Oct 2024
- Reform of the law on making a will08 Dec 2023
- Regulation of CILEX members02 Jul 2024
- Review of the Mental Health Act 198326 Jan 2024
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Sections
Private Client Solicitor Section
Our Private Client Solicitor Section is a community for practitioners working in wills and probate, estate planning, trusts and mental capacity. We provide support through our magazine, seminars and webinars.
Accreditations
Mental Capacity (Welfare) Accreditation
Our Mental Capacity (Welfare) Accreditation is a recognised quality standard for practitioners who offer advice on health and welfare matters.
