Check if your firm needs to register as doing tax advice work
Firms need to check whether they need to register as doing tax advice work to fulfil their…
17 Feb 2021
Private client
Guidance, news and advice for asset management, including wills and probate, power of attorney, trusts and tax.
Resources
All resources
- 2017 tax changes for non-UK domiciliaries and trusts06 Jul 2020
- Anti-money laundering guidance for the legal sector: notaries20 Apr 2021
- Anti-money laundering guidance for the legal sector: trust or company service providers20 Apr 2021
- Coronavirus (COVID-19) information for members16 Feb 2021
- DAC 6 and legal professional privilege 26 Jan 2021
- Deprivation of liberty safeguards: a practical guide25 Feb 2020
- Enduring powers of attorney12 Aug 2020
- Financial abuse12 Aug 2020
- How to apply the EU tax rules26 Jan 2021
- Lasting powers of attorney12 Aug 2020
- Means assessments for vulnerable clients12 Aug 2020
- Meeting the needs of vulnerable clients13 Apr 2021
- Mental Capacity Act Directory25 Feb 2020
- Mental capacity: international aspects12 Aug 2020
- Ordinary powers of attorney12 Aug 2020
- Powers of attorney12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the care home setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the home setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the hospital setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the psychiatric setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the supported living setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty under 18s12 Aug 2020
- Social welfare issues faced by older LGBT+ people12 Aug 2020
- Video-witnessing wills06 Nov 2020
- Working with clients who may lack mental capacity12 Aug 2020
- Working with vulnerable clients case studies12 Aug 2020
- Access and disclosure of an incapacitated person's will12 Aug 2020
- Accredited legal representatives in the Court of Protection12 Aug 2020
- Administering insolvent estates12 Aug 2020
- Appointment of a professional executor03 Sep 2020
- Bankrupt beneficiaries27 Aug 2020
- Disputed wills: Guidance for practitioners12 Aug 2020
- Estate administration: banking protocols12 Aug 2020
- Fiduciary roles and retirement or departure from practice by a private client practitioner12 Aug 2020
- File retention: trusts23 Sep 2020
- File retention: wills and probate23 Sep 2020
- Lasting powers of attorney12 Aug 2020
- Making gifts of assets12 Aug 2020
- Powers of attorney for banking12 Aug 2020
- Preparing a will when your client is leaving a gift for you, your family or colleagues04 Sep 2020
- Representation before mental health tribunals12 Aug 2020
- Trust corporations12 Aug 2020
- 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?12 Aug 2020
- Can I charge for time spent preparing a Larke v Nugus statement?28 Oct 2020
- Do I need to check the source of funds when acting on a probate matter?03 Dec 2020
- How do I bring a claim where probate or letters of administration have not been granted? 21 Dec 2020
- How do I trace a missing sole executor?09 Feb 2021
- How long should a client's original will be retained?12 Aug 2020
- How much detail must I give beneficiaries of an estate about costs?12 Aug 2020
- How should I give notice of intention to register an EPA?28 Oct 2020
- I am a sole executor. What information should I give to residuary beneficiaries?12 Aug 2020
- Is an attorney entitled to a copy of a donor’s will?28 Oct 2020
- Is the appointment of a minor executor valid?30 Sep 2020
- Should I send a client care letter to the principal or the court appointed deputy12 Aug 2020
- Should I share information about the execution of a will with a rival firm?28 Oct 2020
- What should I consider when certifying an LPA for a conveyancing transaction?24 Nov 2020
- What should I do if I have concerns about my client's capacity to make a will?27 Aug 2020
- What should I do if a litigant in person loses capacity?01 Feb 2021
- What should I include in our firm's policy on acting for clients with a disability?12 Aug 2020
- When is an executor entitled to the original will of a deceased client?27 Aug 2020
- Where do I serve notice to complete after the death of a buyer?18 Nov 2020
- DAC 6: Implementing the new EU tax reporting rules in the UK26 Jan 2021
- Inheritance tax review03 Jul 2020
- Mental Capacity (Amendment) Act 201912 Aug 2020
- Probate changes09 Nov 2020
- Reform of the law on making a will14 Apr 2021
- Review of the Mental Health Act 198320 Jan 2021
The Law Society is the independent professional body for solicitors. We are the voice of solicitors, driving excellence in the profession and safeguarding the rule of law.
Maximise your membership
My LS gives you access to the latest news, events, books and resources to help you excel within your practice.
Find out moreSections
Private Client Section
Our Private Client 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.
January
1
Law Society Awards 2021
What we're doing for you
The Law Society is run by and for our members. We are the voice of solicitors, driving excellence in the profession and safeguarding the rule of law. With the guidance of our specialist committees:
- we influence the legislative and regulatory environment in the interest of the profession and the public
- we keep members up to date with sector news and develop advice and guidance to support good practice
- we promote the profession and legal services nationally and we promote England and Wales as a global legal centre
Wills and Equity Committee
Our committee keeps under review and promotes improvements in the law and procedure relating to wills, probate, trusts and charities.
