av福利社

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.

Read the practice note
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.

Learning

  • Online Learning

    • Private client law update and refresher course

    All resources

    Expand all

    News and articles

    View All
    The image shows the top of the main entrance to the Royal Court of Justice in London.

    What Kaur v Singh tells us about wills and modern values

    A widow who was disinherited by her husband of 66 years won her appeal for half of his 拢1.2m estate in the High Court. Roman鈥

    27 Jun 2023

    Unseen burdens: managing vicarious trauma in legal practice

    Solicitors working with trauma victims often face vicarious trauma. Three legal professionals share their experiences and practical steps for managing vicarious trauma.

    10 Oct 2024

    Decline in probate delays is a good first step

    Although a decline in probate delays shows promising momentum in improving the probate process, more needs to be done.

    16 Sep 2024

    View All

    av福利社 is the independent professional body for solicitors. Our vision is to promote, protect and support solicitors, the rule of law and justice in England and Wales.

    Maximise your membership

    My LS gives you access to the latest news, events, books and resources to help you excel within your practice.

    Access our resources here

    Related books and publications

    Topics related to private client

    Client care

    Tax

    Mental health and disability