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.

LexisPSL
Will Precedents

Precedents covering the most common scenarios found in practice, with comprehensive drafting notes to accompany each clause, incorporating the latest developments (such as Will drafting considerations in respect of the inheritance tax residence nil rate band).

LexisPSL
Court of Protection

Our Court of Protection topic covers both property and finance and health and welfare Court of Protection applications. It is geared at both the Court of Protection specialist practitioner and the occasional user, who undertakes this work alongside a general private client practice.

LexisPSL
Trust compliance

Helps practitioners keep on top of the ever increasing compliance and regulatory obligations on trustees. Topics covered 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.

About Private Client Law

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.

Latest Private Client Q&As

Q&As
The beneficiaries of a Will are to get equal share in the estate, which includes a property. One of the beneficiaries (Beneficiary A) wants to move into the property. If the Will was varied to allow Beneficiary A to receive the house and Beneficiary B to receive the other assets, and if Beneficiary A had to pay Beneficiary B a further sum to make up the difference (ie because the house is worth more than the remaining assets), what are the SDLT consequences of the variation?
Q&As
W died intestate and H obtained Letters of Administration. H has now died leaving the estate unadministered. Who should apply for a grant de bonis non to administer W's estate?
Q&As
When a property is occupied under a life interest created by a Will but the terms of the Will are sparse and do not expressly cover matters such as the executors'/Will trustees' need to inspect the property to keep up to date on its state of repair etc, is it possible to impose a comprehensive occupation agreement on the occupier (assuming agreement cannot be reached informally between the parties) and how would this be actioned through the courts?
Q&As
Would the transferable residence nil rate band (transferable RNRB) be available on the death of a surviving spouse where the surviving spouse’s estate exceeds the tapering threshold even though the first spouse’s estate did not exceed the taper threshold (but the RNRB was not claimed on the first death)?
Q&As
Where a donor under a power of attorney has died and the beneficiaries of the donor’s estate believe that the attorney was using the donor’s funds for their own benefit during the donor’s lifetime, what type of civil claim can be brought against the attorney (eg unjust enrichment, restitution)?

Associated legal terms