Private Client training materials

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This Overview signposts Private Client training materials, with links to core resources. Maintaining competence in this field is essential given evolving tax rules, requirements and regulatory duties touching wills, trusts and estate administration.

The materials address black - letter law and practice on wills (Wills Act 1837), probate and estate administration (Administration of Estates Act 1925; Non - Contentious Probate Rules 1987), trusts and trusteeship (Trustee Act 2000; Trusts of Land and Appointment of Trustees Act 1996), mental capacity and lifetime planning (Mental Capacity Act 2005; lasting powers of attorney; Court of Protection), and personal taxation affecting private clients (Inheritance Tax Act 1984; TCGA 1992; ITA 2007). Training also covers international aspects, residence and domicile, and issues around digital assets.

Regulatory and risk topics include anti - money laundering and counter - terrorist financing obligations under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017, Proceeds of Crime Act 2002, sanctions compliance, client due diligence, and HMRC’s Trust Registration Service. Data protection requirements under UK GDPR and the Data Protection Act 2018 are addressed.

For practitioners and supervisors, the resources map...

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Latest Private Client News

OPG publishes LPA communications toolkit for partner organisations

The Office of the Public Guardian (OPG) has published a lasting power of attorney (LPA) communications toolkit, dated aimed at partner organisations...

Private Client weekly highlights—3 September 2026

This week’s edition of Private Client highlights includes: (1) a Court of Protection testamentary capacity decision is held not to be binding in a...

FTT awards costs to taxpayer where HMRC was deemed to have acted unreasonably in conducting proceedings (Sagar v HMRC)

Tax analysis: In Sagar v HMRC, the First-tier Tax Tribunal (FTT) considered the taxpayer’s costs applications in respect of two appeals, in...

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?

This Q&A considers whether, where a property is held as tenants in common by a married couple and one co-owner has died, with a grant of probate...

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