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.
An elderly male client sits next to a professional woman. He is a Black man with balding grey hair and a beard. He wears glasses and a khaki shirt with a white t-shirt. She is a white woman with dark brown hair. She wears a pale blue shirt.

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.

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An elderly male client sits next to a professional woman. He is a Black man with balding grey hair and a beard. He wears glasses and a khaki shirt with a white t-shirt. She is a white woman with dark brown hair. She wears a pale blue shirt.
An older couple signs a last will and testament
An older couple signs a last will and testament

Support your WIQS re-accreditation with confidence​ ​

The WIQS 2025 update bundle is now available. This bundle includes two core modules — Will Drafting and Estate Administration — delivered in clear, easy-to-follow chapters designed to help you stay compliant and up to date.
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Learning

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A Black man with closely cropped hair sits across a table from his white, female client with blonde hair. He wears a navy suit and white shirt. She wears a pale blue shirt.

Client Care Microcredential (Friday 5 September 2025)

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Man in suit balancing money bags, umbrella and wooden blocks spelling 'risk'

AML for Private Client Lawyers

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News and articles

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The image shows the top of the main entrance to the Royal Court of Justice in London.

What Kaur v Singh tells us about wills and modern values

A widow who was disinherited by her husband of 66 years won her appeal for half of his £1.2m estate in the High Court. Roman…

07 Mar 2023

Law Society welcomes will reform after 188 years

The Law Society of England and Wales backs the Law Commission’s review on reforming the laws around wills, which has not been fully amended since the Wills Act of 1837.

16 May 2025

Domestic Abuse Advocacy Scheme – register as a qualified legal representative

Find out how to register for the Ministry of Justice (MoJ) Domestic Abuse Advocacy Scheme.

03 Apr 2025

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