About Private Client Law

When Private Clients ask questions, they expect answers - right away. But when you’re working across so many different areas of the subject day to day, it’s impossible to hold it all in your head. In addition finding the answer often means cross-referencing several different sources – from the latest legislation to the Law Society’s most up-to-date guidance.

Will Precedents

Precedents covering the most common scenarios in this area. Drafting notes accompany each clause - incorporating the latest developments like Will drafting considerations for inheritance tax residence nil rate band.

Court of Protection

Our Court of Protection topic covers both property and finance, and health and welfare Court of Protection applications. It’s geared at both the Court of Protection specialist practitioner and the occasional user.

Trust compliance

Topics include beneficial ownership transparency, the Money Laundering Regulations, the Trust Registration Service, obligations relating to data protection and GDPR and offences under the Bribery Act 2010.

Cross-referencing sources

When private clients ask questions, they expect answers quickly. But, working across lots of areas day to day, it’s impossible to hold it all in your head. We’ll help you cross-referencing several different sources.

Our Top Sources

Latest Private Client Q&As

Q&As
If A dies leaving his residuary estate to ‘such of my children B, C and D as survive me and if more than one in equal shares’ and B, C and D were all under 18 when A died, are the legacies held on bare trusts for inheritance tax purposes? Are they ‘express trusts’ such that they require registration with the TRS or do the trusts arise by operation of law, as minors cannot give a valid receipt, in which case registration with the TRS is not required?
Q&As
An individual (A) owns a commercial property which is let to a third party. A settles a 90% share of it on himself for his lifetime and thereafter for his adult children absolutely in remainder. He retains the remaining 10% share outright. Do the gift with reservation of benefit rules apply? Would the pre-owned assets tax rules apply if the property is ever sold?
Q&As
Where an Inheritance (Provision for Family and Dependants) Act 1975 claim is intimated against an estate that has two beneficiaries, and one beneficiary is willing to engage in alternative dispute resolution and consider settlement, but the other refuses to contemplate either, is it possible for the former to enter into a settlement with the Claimant (C) so far as the claim against ‘their half’ of the estate is concerned, leaving C to fight on against the other beneficiary? Could that be done in such a way so that any award of costs later made in C's favour does not impact the entitlement of the beneficiary that has settled?
Q&As
In the context of Brexit, what is meant by the ‘transition or implementation period’?
Q&As
What is retained EU law?

Associated legal terms