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About Practical Law Private Client
Practical Law UK Help and Information Notes 7-535-1697 (Approx. 5 pages)
About Practical Law Private Client
| Maintained • England, Wales |
A guide to the Practical Law Private Client service.
To find out more, ask a question online or call us on +44 (0)20 7202 1220.
Our Private Client service provides up-to-date and practical guidance on private client law and practice. It covers wills, trusts and estate planning and the taxation of individuals and trusts, as well as mental capacity, estate administration and charity law. Our resources are aimed at advisers of individuals, charities and owner-managed businesses.
Our team of private client specialists create and maintain all our resources. They are also available to answer your questions through our Ask service.
Our resources are supplemented with materials written by private client experts at leading firms, which are kept up to date by our team.
Our consultation board advises on the overall direction of the service and ensures that it stays at the leading edge of practice.
Coverage
Lifetime planning
- Inheritance tax planning.
- Estate and succession planning on marriage and divorce.
- Care fees.
- Owner-managed businesses.
- Capital gains tax for individuals.
Wills
- Making wills.
- Formalities.
Trusts
- Setting up and administering trusts.
- Taxation.
- Trust disputes.
Mental capacity
- Assessing mental capacity.
- Planning for incapacity.
- During incapacity.
International individuals
- Residence, domicile and deemed domicile.
- Coming to and leaving the UK.
- Remittance basis of taxation.
- Offshore trusts.
After death
- Probate, intestacy and administering of estates.
- Variations and disclaimers.
- Contentious estates.
- Inheritance Act claims.
Charities
- Charitable giving.
- Setting up charities.
- Running a charity.
- Charity litigation.
General
- General contract and boilerplate.
- Legal concepts.
Resources
As for all Practical Law practice areas, we provide:
- Legal updates alerting you to developments in law, regulation and practice, as they happen. You can receive these by e-mail and RSS or view online. See Private Client legal updates.
- Toolkits collecting together in a single document links to a wide range of resources on a particular topic of interest. See Private client toolkits.
- Practice notes with clear and up-to-date explanations of law and practice. We consult primary sources, practitioners and leading texts, distilling the principles so you can advise with confidence. See Private Client practice notes.
- Standard documents with drafting notes, created by our team of experts. Start with a market standard template you know to be up to date, including agreements, letters and forms. See Private Client standard documents.
- Standard clauses with drafting notes for use in common commercial agreements. See Private Client standard clauses.
- Checklists to help you ensure you have everything covered. Quick reference reminders of the law as it applies in practice. See Private Client checklists.
The Private Client practice area also provides:
- Ask query service. Our team can help you find resources, expand on what we have written and act as a sounding board on a tricky legal point. You can also see what others ask us and join in the discussion. See Ask Private Client.
- Podcasts featuring analysis and views from leading commentators. See Private Client video and audio.
- Legislation tracker following private client legislation as it develops, from first announcement to enactment, including links to underlying source materials. See Private Client legislation and consultation tracker.
- Case tracker following private client cases as they develop through the courts. See Private Client case tracker.
- Articles from PLC Magazine, the leading monthly magazine for business lawyers. See the latest edition.
- Resources for new joiners. We offer key resources for trainees joining the private client department and for newly qualified private client lawyers. See Trainees and new joiners: key resources on Practical Law Private Client.
Current awareness
Our team of experts monitor and review thousands of sources daily to identify and analyse developments that are of practical significance to lawyers.
Private Client legal updates cover:
- Significant new cases.
- Proposed, draft and new UK and EU legislation and regulations.
- HMRC updates and press releases.
- Consultation papers and commentary from the UK government, the EU and relevant professional bodies.
- Changes in market practice.
Each legal update includes:
- A summary.
- Relevant background information.
- An analysis of the practical impact of the development.
- Links to source materials (including transcripts for new cases), other legal updates and practice notes.
Choose to receive our Private Client legal updates by a current awareness alert.
Daily alerts
Daily alert e-mails are sent at 11.00 am each day. They list the developments that we have identified through our website trawls since the previous daily alert and indicate those which we intend to cover in more detail.
Each alert includes links to source materials (including transcripts for new cases).
How to access current awareness
To sign up to receive our legal updates by e-mail, visit the Alerts centre. For information on setting up a current awareness alert, see "Creating a Current Awareness Alert" in Practical Law UK: How to set up alerts for documents and latest developments.
You can also:
- View our most recent updates on the Private Client homepage.
- Search for past legal updates from any page of the website.
- Sign up to receive updates by RSS as they are published.
Cases and legislation
You can link through directly from any reference to case law or legislation in our Private Client resources to the underlying source. Depending on your subscriptions, you can choose either to view the case report or statutory provision on our sister service, Westlaw UK, or through other providers including BAILII, The National Archives and legislation.gov.uk.
Special coverage
The Private Client practice area provides special coverage of key developments in the private client professional's calendar.
Budgets, Finance Bills and other fiscal events
Our one-stop shop coverage includes:
- Tracking press predictions and speculation, and industry lobbying before the event.
- Coverage of all the key private client announcements on the day of the event, with links to press releases, Practical Law resources and other relevant materials.
- Comment from leading tax practitioners.
- Detailed analysis and new guidance.
- Legislation trackers.