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 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.

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Practice notes
IHT—quick succession reliefQuick succession relief (QSR), which is not to be confused with taper relief, applies to a transfer of value which attracts...
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Produced in partnership with Katya Vagner of PwC 19th May
Practice notes
Trustees—appointment of trusteesOriginal trusteesTrustees will usually be appointed by the instrument that brings the trust into existence. The trust...
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19th May
Practice notes
Capital gains tax issues on deathSTOP PRESS: The Office of Tax Simplification published its first report on the review of capital gains tax (CGT) on...
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19th May
Practice notes
Taxation of age 18–25 trusts—IHTThe special category of age 18–25 trusts was introduced by Finance Act 2006 (FA 2006) to offer some compensation for...
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Produced in partnership with Paul Davies of Clarke Willmott 19th May
Practice notes
CGT—giftsA gift of an asset is a disposal for capital gains tax (CGT) purposes. It can, therefore, trigger a CGT charge on the gain deemed to have...
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Produced in partnership with Laura Poots (Barrister) of Pump Court Tax Chambers 19th May
Precedents
This Deed OF REVOCATION is made on [date] by me [name of donor] of [address of donor].This Deed provides:1Revocation...
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19th May
Q&As
At what stage and to whom can a Deed of Appropriation take place when selling a second property in an estate?We assume you refer to the situation when...
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19th May
Practice notes
Creation of trusts—blind trustsWhat is a blind trust?A blind trust is a trust that is aimed at preventing conflicts of interest arising. Usually, the...
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Produced in partnership with Michael O’Sullivan of 5 Stone Buildings 19th May
Practice notes
Relief for income tax lossesReliefs entitle taxpayers to reduce the amount of income tax payable. When calculating liability to income tax, a taxpayer...
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19th May
Q&As
Can a life tenant in a Will bring a life interest to an end by choosing to end it themselves or does it only expire on death?Life tenantsA life...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 19th May
Practice notes
Costs and expenses in the Court of ProtectionThere are court fees and disbursements which will be payable by all applicants on making a new...
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19th May
Practice notes
Trust disputes—court jurisdiction and procedureTrust litigation has been classified as being of three types:•a dispute as to the trusts on which...
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19th May
Practice notes
Trustees—self-dealing, unauthorised profits and conflicts of interestThe self-dealing ruleThe self-dealing rule is connected to, but distinct from,...
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19th May
Precedents
This Deed is made on [date]Parties1[insert name] of [insert address] and [insert name] of [insert address] (the Retiring Trustees) and2[insert name]...
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19th May
Practice notes
Cayman Islands STAR trusts—common usesThis Practice Note provides guidance on Cayman Islands STAR trusts. For general information about the Cayman...
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Produced in partnership with Mourant Ozannes and Carey Olsen 19th May
Practice notes
Discretionary trusts—ScotlandWhat is a discretionary trust?A discretionary trust or discretionary settlement is an arrangement created when an...
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Produced in partnership with Peter Murrin of Turcan Connell 19th May

Most recent Private Client content

Practice notes
Procedure for applying online in the UKCoronavirus (COVID-19): This Practice Note contains guidance on subjects potentially impacted by the...
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13th Jul
Practice notes
Coronavirus (COVID-19) immigration resourcesThis Practice Note is a compilation of links to useful information, news and news analysis in relation to...
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13th Jul
Practice notes
Direct marketingThis Practice Note analyses the legal and commercial issues arising out of direct marketing activities. It covers the following:•What...
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13th Jul
Q&As
When transferring properties which have waived the exemption to tax which make up a property investment business of a deceased to beneficiaries for no...
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13th Jul
Practice notes
Variation of trusts—ScotlandUnder the common law, the opportunities for varying the terms or purposes of a trust are very limited once the trust has...
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Produced in partnership with Yvonne Evans of University of Dundee 13th Jul
Practice notes
Rights of beneficiaries under Scottish lawGeneral nature of beneficiaries’ rightsThe right of the beneficiaries of a trust is generally considered in...
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Produced in partnership with Yvonne Evans of University of Dundee 13th Jul
Practice notes
Illegal workers—civil and criminal sanctionsIP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation...
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13th Jul
Practice notes
Taking security from trust fundsIP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered...
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Produced in partnership with Martin Blake of Farrer & Co 13th Jul
Practice notes
Contents of Wills—executors, trustees and guardiansThere are certain rules to consider when advising a testator on who to appoint as executors of...
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13th Jul
Q&As
Do the beneficiaries of a trust with a vested income in interest but not capital until age 35, have power to invoke section 19 of the Trusts of Land...
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13th Jul
Q&As
What information do you have on trustees making a loan to a beneficiary in order to purchase a property?The trustees should consider whether the loan...
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13th Jul
Q&As
What information do you have on setting up a trust corporation?Trust corporationA trust corporation is a company which is given special status under...
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13th Jul
Q&As
Is there any official guidance regarding the amount or proportion of income a charity can spend on its professional fees and administrative...
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13th Jul
Q&As
If a Will leaves a life interest in a property to a life tenant, what rights (if any) does the remainderman have with regard to visiting the property...
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13th Jul
Q&As
Can an appointor ‘retire’ as appointor and if so, does the statutory power of appointment of new trustees vest in the remaining trustees?The Trustee...
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13th Jul
Q&As
When completing an IHT100 on the creation of a trust, do you need to register the trust online with HMRC if there is no tax payable?Any trust which is...
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13th Jul
Q&As
What are the potential issues to consider where a charity (or its trustees) wishes to vary a bequest received in a Will of an individual who died more...
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13th Jul

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