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Private Client Courses

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Upcoming Private Client courses

‘Deliberate’ Deprivation for Social Care - A Guide for Private Client Professionals with Caroline Bielanska

‘Deliberate’ Deprivation for Social Care - A Guide for Private Client Professionals with Caroline Bielanska

13 July 2026

Estate Planning for Blended Families - Avoid the Potential Pitfalls

Estate Planning for Blended Families - Avoid the Potential Pitfalls

14 July 2026

Double Trust & Home Loan Schemes - The HMRC Rules for Private Client Advisors

Double Trust & Home Loan Schemes - The HMRC Rules for Private Client Advisors

16 July 2026

Certificate in Court of Protection Practice & Procedure - Live Online with Caroline Bielanska

Certificate in Court of Protection Practice & Procedure - Live Online with Caroline Bielanska

17 July 2026

Challenging NHS Continuing Health Care Decisions - Live With Cate Searle

Challenging NHS Continuing Health Care Decisions - Live With Cate Searle

20 July 2026

AML & Trusts Registration - Getting to Grips with The New Rules for Private Client Advisers

AML & Trusts Registration - Getting to Grips with The New Rules for Private Client Advisers

21 July 2026

Certificate in Wills & Probate - In 2 Days

Certificate in Wills & Probate - In 2 Days

22 July 2026

Court of Protection Costs in 2026 - COP Costs, Fixed Costs & Horizon Scanning for Professional Deputies

Court of Protection Costs in 2026 - COP Costs, Fixed Costs & Horizon Scanning for Professional Deputies

27 July 2026

Choosing the Right Lifetime Trust for Your Client - An Introductory Guide for Private Client Professionals

Choosing the Right Lifetime Trust for Your Client - An Introductory Guide for Private Client Professionals

28 July 2026

Administration of Estates - Best Practice & Procedure

Administration of Estates - Best Practice & Procedure

28 July 2026

Recently added Private Client courses

Partnerships & LLPs Estates - Key Considerations for Private Client Professionals

Partnerships & LLPs Estates - Key Considerations for Private Client Professionals

Available on demand

IHT in Trusts & Estates - A Round Up of Recent Case Law & Developments

IHT in Trusts & Estates - A Round Up of Recent Case Law & Developments

30 July 2026

An Introduction to Applying for Probate - 6 Essential Modules

An Introduction to Applying for Probate - 6 Essential Modules

Available on demand

IHT Computations - An Introductory Toolkit

IHT Computations - An Introductory Toolkit

4 November 2026

Contentious Property & Affairs Issues in the Court of Protection - Develop Your Skills

Contentious Property & Affairs Issues in the Court of Protection - Develop Your Skills

Available on demand

Private Client Tax Planning - Beyond the Basics

Private Client Tax Planning - Beyond the Basics

22 October 2026

Predatory Marriages & Statutory Wills - A Bite-Sized Guide for Probate Practitioners

Predatory Marriages & Statutory Wills - A Bite-Sized Guide for Probate Practitioners

Available on demand

Trusts & Insolvency - The Implications Explored

Trusts & Insolvency - The Implications Explored

Available on demand

Taxing Issues in Estates - Tricky Problems & Practical Solutions

Taxing Issues in Estates - Tricky Problems & Practical Solutions

17 September 2026

Tax & Administration of Estates - Finding Solutions to Difficult Problems

Tax & Administration of Estates - Finding Solutions to Difficult Problems

12 November 2026

London

Our Private Client experts

Image of Caroline Bielanska

Caroline Bielanska

Image of Helen Forster

Helen Forster

Image of Julie Bell

Julie Bell

Image of Stephanie Kaye

Stephanie Kaye

Image of Sian Davies

Sian Davies

Image of James Normington

James Normington

Image of Edward Hewitt

Edward Hewitt

Image of Cate Searle

Cate Searle

Image of Matthew Hodson

Matthew Hodson

Image of Sarah-Jane Macdonald

Sarah-Jane Macdonald

Image of Alex Cisneros

Alex Cisneros

Image of Victoria Crick

Victoria Crick

Image of Tim Spencer-Lane

Tim Spencer-Lane

Image of Jack Henry

Jack Henry

Image of Howard Hackney

Howard Hackney

Image of Amanda Bailey

Amanda Bailey

Image of Mike O'Brien KC

Mike O'Brien KC

Image of Robert Jamieson

Robert Jamieson

Image of Mitra Mann

Mitra Mann

Image of Andrea McNamara

Andrea McNamara