Private Client Practice: An Expert Guide, 2nd edition

The past year has brought a swathe of significant changes affecting the core areas of private client work, including tax, pensions, estates, and trusts. With private client matters often straddling practice areas and increasingly stretching across borders, keeping on top of the developments that might affect clients is becoming an increasingly tall order for all those who work in this area. The second edition of Private Client Practice: An Expert Guide shares expert insight into the key changes affecting this busy sector, helping practitioners to offer the most up-to-date, pertinent advice to their clients.

Additional taxes may be applicable



Broken into a series of direct and insightful articles from a broad range of legal and financial experts in the private client sphere, the guide outlines the most important legislative and case law developments and considers their practical impact. Articles also address some of some tricky and related areas that private client solicitors should know about, such as investment strategies, farming law, and litigation.




  • Provides a comprehensive round-up of the latest and most important changes affecting private client work, including the recent inheritance tax changes, the 2015 pensions reforms, developments in paying for care, and the impact of the new EU succession laws.
  • Includes a selection of articles from private client advisors working in the legal and financial sectors – providing a wide variety of expert perspectives on the changes taking place.
  • Includes expert insight into landmark cases such as Ilot v Mitson and niche areas such as farmland succession.


Victoria Mahon de Palacios
Senior associate at Wedlake Bell LLP
Charlotte Kynaston
Barrister at Ten Old Square
Chris Moorcroft
Senior associate at Harbottle & Lewis LLP
Martyn Wildney
Tax manager, and Mark Davies, managing director, at Mark Davies & Associates
Julie Butler
Managing partner at Butler and Co
Sarah Sarwar
Associate at Druces LLP
Edward Hewitt
barrister at 3 Stone Buildings
Anna Coakes
Senior associate, and John FitzGerald, solicitor, at Gordon Dadds
Penny Cogher
Partner at Irwin Mitchell LLP
Lisa Morgan
Partner, Hugh James
Claire Bennison
Regional director at Brooks Macdonald Asset Management
Ian Muirhead
Solicitor, Norton Rose

You may also be interested in..

Think about attending..