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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Latest Private Client News

Featured Private Client content

Practice notes
The special category of age 18–25 trusts was introduced by Finance Act 2006 (FA 2006) to offer some compensation for the loss of old style...
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Produced in partnership with Paul Davies of Clarke Willmott 4th May
Practice notes
Taxation regimeWhat factors determine tax liability in your jurisdiction (eg domicile, residence or citizenship)?Individuals having either their...
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Produced in partnership with Eric Fort of Arendt & Medernach 4th May
Practice notes
When trustees are engaged in trust litigation, issues often arise as to how their litigation costs are to be funded. A Beddoe application is the best...
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Produced in partnership with Kate Davenport QC of Outer Temple Chambers and Adele Isaacs of Bankside Chambers 4th May
Q&As
We assume you refer to the situation when it is necessary to consider whether it is preferable for the personal representatives (PRs) to sell a...
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4th May
Practice notes
Reliefs entitle taxpayers to reduce the amount of income tax payable. When calculating liability to income tax, a taxpayer may deduct reliefs from...
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4th May
Q&As
Life tenantsA life interest trust arising under a Will is termed ‘an immediate post death interest’. The trust gives the life tenant the right to...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 4th May
Practice notes
Coronavirus (COVID-19): The content of this Practice Note is temporarily affected by the coronavirus (COVID-19) pandemic. For further guidance, see:...
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4th May
Practice notes
Duration of a trustThe duration of an express trust is subject to the restrictions imposed by the rules against remoteness of vesting and against the...
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4th May
Practice notes
There are court fees and disbursements which will be payable by all applicants on making a new application to the court. In addition, fees are payable...
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4th May
Practice notes
Offshore income gains (OIGs) are gains realised on the disposal of interests in offshore funds which are either:•non-distributor offshore funds, or...
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4th May
Practice notes
Trust litigation has been classified as being of three types:•a dispute as to the trusts on which trustees hold the subject matter of the settlement•a...
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4th May
Practice notes
STOP PRESS: HMRC has updated its guidance on calculating the special price in Acceptance in Lieu cases where the 36% reduced rate of Inheritance Tax...
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4th May
Practice notes
What is a statutory Will?Where a person is incapable of making a valid Will for themselves, the Court of Protection has the power under the Mental...
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4th 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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4th May
Practice notes
Where a beneficiary either:•is a minor (ie under the age of 18) and unmarried or•has attained majority or has married under that date but is required...
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4th May
Practice notes
What is a discretionary trust?A discretionary trust or discretionary settlement is an arrangement created when an individual—or...
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Produced in partnership with Peter Murrin of Turcan Connell 4th May

Most recent Private Client content

Practice notes
This Practice Note sets out the areas of UK tax law that are affected by the UK's exit from the European Union (EU) (Brexit) and how.As of exit day...
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31st Jan
Practice notes
IP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered into following the UK’s...
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29th Jan
Practice notes
CORONAVIRUS (COVID-19) UPDATE: Through Pension Schemes Newsletter 118 and Pension Schemes Newsletter 121, HMRC announced that it will cancel penalties...
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Produced in partnership with Sean McNulty of Blake Morgan 29th Jan
Practice notes
On 31 January 2020, the UK ceased to be a member of the EU and EEA. Given the extensive data flows between the EEA and UK, equivalent EEA data...
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Produced in partnership with Pillsbury Winthrop Shaw Pittman LLP 29th Jan
Practice notes
On 31 January 2020, the UK ceased to be a member of the EU and EEA. This Practice Note introduces:•the General Data Protection Regulation, Regulation...
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29th Jan
Practice notes
The government has announced a number of measures in response to the coronavirus (COVID-19) crisis either that relate specifically to the UK tax...
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29th Jan
Practice notes
Given the ever increasing global mobility of employees, employers could be regularly required to understand and comply with numerous legislative...
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Produced in partnership with Darren Oswick of Simmons & Simmons 29th Jan
Practice notes
IP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered into following the UK’s...
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29th Jan
Practice notes
Jurisdictions coveredThe following jurisdictions are covered in this report:Australia; Austria; India; Japan; Liechtenstein; Mexico; Singapore; South...
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29th Jan
Q&As
This Q&A assumes that no grant of representation has been issued and the executor appointed in the Will has not intermeddled in the estate.Where the...
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29th Jan
Practice notes
This Practice Note aims to assist dispute resolution practitioners seeking to understand the fast-moving changes to civil court processes and...
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29th Jan
Practice notes
This page collects together Private Client content that addresses matters of EU law, in particular Regulation (EU) No 650/2012 (EU Succession...
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29th Jan
Q&As
We have assumed that the trustees of the trust are UK resident and the property is situated in the UK.We refer you to Practice Note: CGT—PPR relief...
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29th Jan
Practice notes
As of 31 January 2020, the UK ceased to be an EU Member State and no longer participated in the political institutions and governance structures of...
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29th Jan
Practice notes
This Practice Note explains how a Limited Liability Partnership (LLP) can be placed into voluntary arrangement (VA). This Practice Note does not apply...
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Produced in partnership with Simon Hunter of Three Stone and Emma Knight of Three Stone 29th Jan
Practice notes
When a company that is resident outside the UK starts doing business in the UK, it will want to know whether and to what extent the activities of that...
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29th Jan
Practice notes
IP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered into following the UK’s...
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Produced in partnership with Robert Langston of Saffery Champness 29th Jan
Practice notes
A company is UK tax resident if it is:•incorporated in the UK (subject to exceptions), or•centrally managed and controlled in the UKprovided it is not...
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29th Jan
Practice notes
This Practice Note has been archived and is not maintained.IntroductionThe Insolvency (England and Wales) Rules 2016 (IR 2016), SI 2016/1024 were...
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Produced in partnership with Sarah Clarke of Hardwicke Chambers 29th Jan
Practice notes
This note explains how a Limited Liability Partnership (LLP) can be placed into creditors’ voluntary liquidation (CVL), what powers the liquidator...
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Produced in partnership with Andy Taylor of Isadore Goldman Limited and Emma Knight and Michael Smith of Three Stone 29th Jan

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