The Private Client Passport

Course level

Introductory

Delegates

This course is a must for solicitors considering starting a private client department or wishing to change/broaden their areas of work. It will also be ideal for trainees wising to specialise in Private Client work.

Overview

The course will give you an essential grounding in the skills and knowledge needed to resource, market and develop a private client department. You will accumulate an in-depth knowledge of all areas of both contentious and non-contentious Private Client work

Day 1

By the end of this day you will be able to:

Demonstrate how to run and develop a profitable private client department

Identify the profile, demographics and professional conduct issues relevant to Private clients.

Understand the basic principles of capital taxation

Recognise the issues of mental capacity both in practice and in the context of the Mental Capacity Act to include LPA.s, Deputyship, Statutory Wills and Advance Directives

Day 2

By the end of this day you will be able to:

Draft a valid will

Demonstrate tax planning within wills

Day 3

By the end of this day you will be able to:

Describe the process of probate and the administration of estates to include claims against the estate, the use and constitution of trusts and post death variations of wills.

Understand funding of Care Costs and the implications for the family home

"A CPD certificate of completion will be provided by BPP Professional Education Limited upon request, following attendance."

Course Dates

Location	Dates	Time	Availability
London	28 Jul 2020	9:30 AM - 5:15 PM	Spaces
Manchester	19 Nov 2020	9:30 AM - 5:15 PM	Spaces
London	01 Dec 2020	9:30 AM - 5:15 PM	Spaces

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If you would like any further information on any of the electives please call us on 2020 226 2422 or email [email protected]