Day 1: Will Drafting and Basic Tax

Includes structure and specific clauses, IHT and CGT and variations and disclaimers.

Day 2: Trusts

Includes principles and essential elements for creating trusts, taxation and drafting lifetime trusts and a look at the intestacy rules.

Day 3: Advising Elderly Clients

Includes the Mental Capacity Act 2005, the Code of Conduct, assessing mental capacity, Lasting Power of Attorney forms and nursing care funded by NHS.

Day 4: Probate and Administration of Estates

Includes property passing outside the will/intestacy, preparing the IHT205/IHT400, oaths, tax during the administration of estate, finalising IHT and estate accounts.

Day 5 AM: Workshop of Practical Exercises and Case Studies

This will provide an opportunity to review your learning over the course and look at detailed case studies with worked examples. Feedback from earlier events shows this is a much needed exercise in consolidation.

Day 5 PM: Fee Charging

To round off the week, Linda Pratt will encourage discussion by using the course case studies to explain her approach to the challenging exercise of setting an effective fee charging structure and consider this within the context of the price transparency regulations.  Linda ran her private client practice with a strong personal input into the costing of the legal services provided by her firm. Recognising the value of the will, trust, power of attorney, accurate and timely administration of an estate rather than only the physical creation of the document/estate distribution produced for the client, formed the basis of her highly successful practice. Added to this was an empowerment of her staff to have the knowledge and confidence to apply a fee charging structure based on a range of agreed practice guidelines. Finish time is flexible and will be dependent on delegate questions and interaction.

Caroline Bielanska

Caroline Bielanska

Details and courses

Ian Bond
Linda Pratt

Linda Pratt

Details and courses

Rebecca Roscoe

Rebecca Roscoe

Details and courses

Fantastic course. An absolute must for anyone looking to change specialism into private client.

In depth, practical course. Feel equipped to step into private client work. Good notes and supporting papers.

The speakers were excellent, motivating and exceptional!

Caroline Bielanska, an inspiration!

Very intense course but an extremely good overview. All the lecturers were very knowledgeable and enthusiastic.

Very helpful, particularly the practical examples given.

Would definitely recommend this course.

Excellent course providing a general overview of wills and probate work which has made me feel more confident about my move to private client.

Available dates (1)
Mon 7 Dec 2020 - 9:30AM London Become a VIP and get your first 3 hours' FREE£2400
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Course Notes - Private Client Conversion Course £600

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