Private client

Stay up to date with the latest in asset management, including wills and probate, trusts and tax through our resources and practical support.
An elderly male client sits next to a professional woman. He is a Black man with balding grey hair and a beard. He wears glasses and a khaki shirt with a white t-shirt. She is a white woman with dark brown hair. She wears a pale blue shirt.

Making gifts of assets

When a client wishes to gift assets or offer them at significant undervalue, you must advise them about benefits and risks and clarify your role and responsibilities.

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An elderly male client sits next to a professional woman. He is a Black man with balding grey hair and a beard. He wears glasses and a khaki shirt with a white t-shirt. She is a white woman with dark brown hair. She wears a pale blue shirt.
An older couple signs a last will and testament
An older couple signs a last will and testament

Support your WIQS re-accreditation with confidence​ ​

The WIQS 2026 is available for booking now. This update bundle includes two core modules – will drafting and estate administration – delivered in clear, easy-to-follow chapters, designed to help you stay compliant and up to date.
 
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Learning

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A Black man with closely cropped hair sits across a table from his white, female client with blonde hair. He wears a navy suit and white shirt. She wears a pale blue shirt.

Client care microcredential (Friday 5 September 2025)

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A financial adviser sits across a desk from their professional client, talking through financial documents. She is a white woman with brown hair. She wears glasses, a black suit and a white shirt. He is a white man with short dark grey hair. He wears a white shirt,

AML for private client lawyers

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News and articles

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Tying the knot: reforming weddings law in England and Wales – Law Society response

We have long recognised the need for a weddings framework that is simpler, more accessible and capable of reflecting the diversity of modern society, while maintaining legal certainty and public confidence in marriage as a legal institution.

24 Sep 2026

School fees and divorce: why specialist financial planning could strengthen financial…

How specialist school fees planning can help family solicitors assess future costs and negotiate sustainable financial settlements.

17 Sep 2026

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