Private Client client guides

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This Overview signposts the client - facing guidance and templates within Private Client, with links to materials you can share to support compliant communication at each stage of an instruction. Client guides have legal and regulatory significance: they help ensure informed consent, manage expectations and evidence compliance with duties on costs, scope and complaints handling under the SRA Standards and Regulations 2019. They also support privacy transparency notices under the UK GDPR and Data Protection Act 2018, and explanations of client due diligence under the Money Laundering Regulations 2017.

The materials explain core private client topics in accessible terms, including wills, intestacy, lifetime giving, powers of attorney, trusts, estate administration, succession planning for family businesses and digital assets, with signposts to the tax framework (notably inheritance tax, capital gains tax and income tax). They highlight risk areas such as undue influence and testamentary capacity (within the Mental Capacity Act 2005 framework), conflicts of interest in family instructions, and potential claims under the Inheritance (Provision for Family and Dependants) Act 1975. International aspects are addressed, including domicile, foreign assets and the relevance of the EU Succession Regulation...

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Question of the week: Where a property was held as tenants in common by a married couple, one of whom has died, and a grant of probate has been issued in their estate to the surviving spouse and a third party, and surviving spouse subsequently lost mental capacity (having appointed an attorney under a financial affairs LPA), is a new grant required and will a new trustee be required in order to sell the property?

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