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Private Client Courses

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Upcoming Private Client courses

Making Applications to the Court of Protection - Practice & Procedure - Live at Your Desk

Making Applications to the Court of Protection - Practice & Procedure - Live at Your Desk

8 April 2026

Administration of Estates - Tackling the Problem Areas - Live with Helen Forster

Administration of Estates - Tackling the Problem Areas - Live with Helen Forster

9 April 2026

Will Drafting - How to Avoid Expensive Mistakes

Will Drafting - How to Avoid Expensive Mistakes

13 April 2026

An Introduction to Trusts Drafting - For Private Client Professionals

An Introduction to Trusts Drafting - For Private Client Professionals

14 April 2026

Dealing with Problem Wills - Pre-Grant Problems & Practical Solutions

Dealing with Problem Wills - Pre-Grant Problems & Practical Solutions

15 April 2026

Minimising Risk in Will Drafting - How to Avoid Claims & Complaints

Minimising Risk in Will Drafting - How to Avoid Claims & Complaints

16 April 2026

Spotting the Red Flags - Money Laundering Update for Private Client Practitioners

Spotting the Red Flags - Money Laundering Update for Private Client Practitioners

17 April 2026

IHT 100, 205 & 400 - A Practical Guide - Live with Helen Forster

IHT 100, 205 & 400 - A Practical Guide - Live with Helen Forster

21 April 2026

Intestacies - An Introduction to Avoiding Problems & Pitfalls

Intestacies - An Introduction to Avoiding Problems & Pitfalls

28 April 2026

LPAs: Making Gifts, Tax Planning & Maintaining Others - Live with Caroline Bielanska

LPAs: Making Gifts, Tax Planning & Maintaining Others - Live with Caroline Bielanska

1 May 2026

Recently added Private Client courses

Grants of Probate & Letters of Administration - Update Your Knowledge

Grants of Probate & Letters of Administration - Update Your Knowledge

30 September 2026

Using Charitable Foundations in Tax & Estate Planning - A Bite-Sized Guide

Using Charitable Foundations in Tax & Estate Planning - A Bite-Sized Guide

Available on demand

Burial & Funeral Disputes - Unravelling the Difficult Issues

Burial & Funeral Disputes - Unravelling the Difficult Issues

Available on demand

Post-Death Variations - Avoiding the Pitfalls & Risks

Post-Death Variations - Avoiding the Pitfalls & Risks

22 June 2026

Proprietary Estoppel - Complex Issues for Contentious Probate Practitioners

Proprietary Estoppel - Complex Issues for Contentious Probate Practitioners

Available on demand

Care & Ordinary Residence Disputes - Who Is Responsible?

Care & Ordinary Residence Disputes - Who Is Responsible?

3 November 2026

Succession Planning & Agricultural Tenancies in Scotland - Live at Your Desk

Succession Planning & Agricultural Tenancies in Scotland - Live at Your Desk

8 September 2026

Asset Protection from Care Home Fees - A Discussion with Caroline Bielanska

Asset Protection from Care Home Fees - A Discussion with Caroline Bielanska

Available on demand

Minors Inheriting Property Abroad - Practical Pointers for Private Client Practitioners

Minors Inheriting Property Abroad - Practical Pointers for Private Client Practitioners

Available on demand

Gifting Before Death - Red Flags for Private Client Professionals & Financial Advisors

Gifting Before Death - Red Flags for Private Client Professionals & Financial Advisors

23 June 2026

Our Private Client experts

Image of Helen Forster

Helen Forster

Image of Caroline Bielanska

Caroline Bielanska

Image of Julie Bell

Julie Bell

Image of James Normington

James Normington

Image of Sian Davies

Sian Davies

Image of Rebecca Roscoe

Rebecca Roscoe

Image of Edward Hewitt

Edward Hewitt

Image of Tim Spencer-Lane

Tim Spencer-Lane

Image of Julie Butler

Julie Butler

Image of Cate Searle

Cate Searle

Image of Peter McGeown

Peter McGeown

Image of Sue Ioannou

Sue Ioannou

Image of Petra Grunenberg

Petra Grunenberg

Image of Jack Henry

Jack Henry

Image of Howard Hackney

Howard Hackney

Image of Amanda Bailey

Amanda Bailey

Image of Lorraine Richardson

Lorraine Richardson

Image of Mike O'Brien KC

Mike O'Brien KC

Image of Robert Jamieson

Robert Jamieson

Image of Michael Farrell

Michael Farrell