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.

LexisPSL Private Client helps you get to the heart of the matter faster. With hundreds of distinct practice notes across 21 topics, you can get a clear, concise view from leading experts in their field with direct links to the most relevant sources, including the All England Law Reports and highlights from Underhill and Hayton Law of Trusts and Trustees, Tristram and Coote’s Probate Practice, and Butterworths Wills Probate and Administration service. Plus over 90 fillable, saveable and printable forms – including smart forms and precedents, like our Automated Will Draftsman and IHT 400.

It’s all checked by our own team of in-house lawyers to make sure it’s accurate and up-to-date, all in unfussy language so you don’t have to translate it for your clients. You can be confident that you’re giving your clients the best advice, with the least downtime.

Read moreread title

View Private Client by content type:

Latest Private Client News

Featured Private Client content

Practice notes
Capital gains tax issues on deathSTOP PRESS: The Office of Tax Simplification published its first report on the review of capital gains tax (CGT) on...
Read More >
19th May
Practice notes
What is an offshore trust?A trust is formed either by lifetime gift or on death when a person (the settlor) transfers assets to another person or...
Read More >
Produced in partnership with Mourant Ozannes and Carey Olsen 19th May
Practice notes
Taxation of age 18–25 trusts—IHTThe special category of age 18–25 trusts was introduced by Finance Act 2006 (FA 2006) to offer some compensation for...
Read More >
Produced in partnership with Paul Davies of Clarke Willmott 19th May
Practice notes
Private Client—Luxembourg—Q&A guideTaxation regimeWhat factors determine tax liability in your jurisdiction (eg domicile, residence or...
Read More >
Produced in partnership with Eric Fort of Arendt & Medernach 19th May
Practice notes
Creation of trusts—beneficiariesWho may be beneficiariesEvery person who would be capable of owning property if of full age and sound mind may be a...
Read More >
19th May
Practice notes
Trustees—statutory powers of trusteesSource and availabilitySourcesTrustees have certain powers conferred on them by statute, in particular by the...
Read More >
19th May
Practice notes
Trustees—removal of trusteesA trustee may be removed against their will in any of the following ways:•under an express power in the trust...
Read More >
19th May
Q&As
At what stage and to whom can a Deed of Appropriation take place when selling a second property in an estate?We assume you refer to the situation when...
Read More >
19th May
Practice notes
The Cy-près doctrineFORTHCOMING CHANGE: On 22 March 2021, the government published its response  to the Law Commission’s report of 14 September 2017,...
Read More >
19th May
Practice notes
Relief for income tax lossesReliefs entitle taxpayers to reduce the amount of income tax payable. When calculating liability to income tax, a taxpayer...
Read More >
19th May
Q&As
Can a life tenant in a Will bring a life interest to an end by choosing to end it themselves or does it only expire on death?Life tenantsA life...
Read More >
Produced in partnership with Lynne Counsell of 9 Stone Buildings 19th May
Practice notes
Capacity to litigateOn the face of it, there would appear to be no specific impediment, if there is no reason to suppose that a person is without...
Read More >
19th May
Practice notes
Termination of trusts—methods of terminationDuration of a trustThe duration of an express trust is subject to the restrictions imposed by the rules...
Read More >
19th May
Practice notes
Costs and expenses in the Court of ProtectionThere are court fees and disbursements which will be payable by all applicants on making a new...
Read More >
19th May
Practice notes
Acceptance in Lieu scheme and other heritage property reliefsSTOP PRESS: HMRC has updated its guidance on calculating the special price in Acceptance...
Read More >
19th May
Practice notes
Cayman Islands STAR trusts—common usesThis Practice Note provides guidance on Cayman Islands STAR trusts. For general information about the Cayman...
Read More >
Produced in partnership with Mourant Ozannes and Carey Olsen 19th May

Most recent Private Client content

Practice notes
The risks of cryptoassets from a financial crime, money laundering and terrorist financing perspectiveWhat are cryptoassets?One of the hurdles in...
Read More >
5th Aug
Q&As
What steps are required when a personal representative requests a practitioner to apply for administration and not to administer the estate of the...
Read More >
5th Aug
Practice notes
Choosing the LPA attorneyFORTHCOMING CHANGE: The Ministry of Justice and the Office of the Public Guardian launched a consultation, Modernising...
Read More >
Produced in partnership with Victoria Mahon de Palacios of Wedlake Bell 5th Aug
Q&As
Is stamp duty reserve tax (SDRT) payable on the transfer of a beneficial interest in shares where the legal interest is not being transferred?The...
Read More >
Produced in partnership with Mary Ashley of Old Square Tax Chambers 5th Aug
Precedents
Deed of appropriation for personal representativesThis Deed is made on [date]Parties1[insert name of first personal representative] of [insert...
Read More >
5th Aug
Practice notes
Charitable purposes—quick guideFORTHCOMING CHANGE: On 22 March 2021, the government published its response to the Law Commission’s report of 14...
Read More >
5th Aug
Practice notes
Creating a valid LPAFORTHCOMING CHANGE: The Ministry of Justice and the Office of the Public Guardian launched a consultation, Modernising Lasting...
Read More >
5th Aug
Q&As
Where a solicitor has acted for a client prior to their death, can the solicitor surrender the client's files to their executor, particularly with...
Read More >
4th Aug
Practice notes
The GAAR procedureThe general anti-abuse rule (the GAAR):•counteracts (by the making of adjustments on a just and reasonable basis by HMRC or the...
Read More >
4th Aug
Practice notes
The general anti-abuse rule (GAAR)The general anti-abuse rule (the GAAR):•counteracts (by the making of adjustments on a just and reasonable basis by...
Read More >
4th Aug
Practice notes
Disclosure of tax avoidance schemes—SDLTThis Practice Note describes the rules on the disclosure of tax avoidance schemes (DOTAS) applying to stamp...
Read More >
4th Aug
Practice notes
Disclosure of tax avoidance schemes—procedureFORTHCOMING CHANGE relating to Finance Bill 2021–22: Finance Bill 2021–22 (which is expected to be...
Read More >
4th Aug
Practice notes
The GAAR advisory panelThe general anti-abuse rule (the GAAR):•counteracts (by the making of adjustments on a just and reasonable basis by HMRC or the...
Read More >
4th Aug
Practice notes
Disclosure of tax avoidance schemes—income tax, corporation tax, CGT and NICsThis Practice Note describes the rules on the disclosure of tax avoidance...
Read More >
4th Aug
Practice notes
Money Laundering Directive 4 (MLD4)—essentials MLD4, MLD5 and related EU measuresThe Fourth Money Laundering Directive (EU) 2015/849 (MLD4) was...
Read More >
4th Aug
Practice notes
Charities and political activitiesFORTHCOMING CHANGE: On 22 March 2021, the government published its response  to the Law Commission’s report of 14...
Read More >
4th Aug
Q&As
Where a QIIP trust ends during the lifetime of the life tenant, and funds are appointed to an individual so the life tenant is deemed to make a PET,...
Read More >
4th Aug
Practice notes
HMRC information powersHMRC's powers to check a person's tax position are in Schedule 36 to the Finance Act 2008.The powers enable HMRC to:•obtain...
Read More >
4th Aug
Practice notes
Coronavirus (COVID-19)—tax implicationsThe government has announced a number of measures in response to the coronavirus (COVID-19) crisis either that...
Read More >
4th Aug
Practice notes
Scottish general anti-avoidance rule (Scottish GAAR)The Scottish general anti-avoidance rule (Scottish GAAR) aims to protect revenue through...
Read More >
Produced in partnership with Andrew Ford of Barr & Ford Limited 3rd Aug

Popular documents