Private client practice is no longer dominated by basic will drafting and dealing with executries. Its diversity includes areas such as wealth management, personal taxation, incapacity and other elderly client issues. Recent developments such as technological advances, the multi-jurisdictional nature of many families and fundamental changes to succession make private client a vibrant practice area.
Reflecting these realities, our in-depth programme comprehensively provides the groundwork to ensure private client practitioners can effectively advise clients on the key issues affecting them.
You can maximise your professional development through our incisive programme by gaining knowledge of the very latest developments in key areas including incapacity, inheritance claims and succession. Emerging hot topics such as digital assets are also vital elements of our private client programme.
Whether you are a junior lawyer or an experienced private client partner, our private client programme is designed to enhance and support your professional development requirements and enable you to apply the very latest practical and legal developments to your own legal practice.
Our courses are flexible and reflect your specific training needs whatever your specialism and level of experience. They are designed for high street private client solicitors, those who deal with high-net-worth clients and litigators pursuing contentious executries claims.
Our programme will provide you with the tools necessary to provide incisive and robust advice to clients in light of the very latest developments.
From this programme you will:
• Leave with the tools necessary to provide incisive and robust advice to clients in light of the very latest developments;
• Understand best practice in relation to clients’ digital assets; and
• Enhance your ability to bring matters of dispute to an early resolution.
In association with
|Essential Advocacy Skills for New and Recently Qualified Lawyers||3.0 hrs||Details|
|Sheriff Court (Civil) Proofs and Debates||6.0 hrs||Details|
|Avoiding Negligence Claims in Wills, Trusts & Executries||3.0 hrs||Details|
|Succession in 2021 - law and evolving practice||3.0 hrs||Details|
|Adults with Incapacity in Practice||6.0 hrs||Details|
|Contentious Executries and Complex Estates - Practical Solutions||3.0 hrs||Details|
|Efficient Executry Administration - drafting the will to winding up the estate||3.0 hrs||Details|
|How to Maximise IHT Mitigation for Testators, Attorneys and Executors||3.0 hrs||Details|
|The Private Client Conference||6.0 hrs||Details|
|Willmaking in 2021 post Covid-19||3.0 hrs||Details|
|Specialist Paralegal Qualification in Wills, Trusts & Executries in Scotland||hrs||Details|
|Survivorship Destinations - a continuing abomination - Webinar||1.0 hrs||Details|
|APR and BPR – practical application - Webinar||1.0 hrs||Details|
|Tax and Succession for Family Lawyers - Webinar||1.0 hrs||Details|
|Advising Families with Vulnerable Adults - Online Course||3.0 hrs||Details|
|E-estates - The Practical Implications for Lawyers - Webinar||1.0 hrs||Details|
|Knowing and Understanding Your Client: Taking Instructions||1.0 hrs||Details|
|Trustees Powers and Duties - Webinar||1.0 hrs||Details|
|Wills and Succession Issues for the Business Client - Online Course||3.0 hrs||Details|
|Wills For Cohabitants - Webinar||1.0 hrs||Details|
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