The Private Client Passport

BPP Professional Education
Course summary
18 hours
1,059 GBP excl. VAT
London, Manchester

Course description

The Private Client Passport

The course will give you an essential grounding in the skills and knowledge needed to resource, market and develop a private client department. You will accumulate an in-depth knowledge of all areas of both contentious and non-contentious Private Client work

Suitability - Who should attend?

This course is a must for solicitors considering starting a private client department or wishing to change/broaden their areas of work. It will also be ideal for trainees wising to specialise in Private Client work.

Training Course Content

Day 1By the end of this day you will be able to:Demonstrate how to run and develop a profitable private client departmentIdentify the profile, demographics and professional conduct issues relevant to Private clients.Understand the basic principles of capital taxationRecognise the issues of mental capacity both in practice and in the context of the Mental Capacity Act to include LPA.s, Deputyship, Statutory Wills and Advance DirectivesDay 2By the end of this day you will be able to:Draft a valid willDemonstrate tax planning within willsDay 3By the end of this day you will be able to:Describe the process of probate and the administration of estates to include claims against the estate, the use and constitution of trusts and post death variations of wills.Understand funding of Care Costs and the implications for the family home

About provider

BPP Professional Education

BPP Professional Education -  Accountancy, Tax, Financial Services, Law & Insolvency Courses

BPP Professional Education is one of the specialist examination-based and professional development training arm of the BPP Group, Europe's biggest professional education and publishing provider with 2,000 staff members across 40 countries and over 30,000 students per year. BPP Professional Education...

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Contact info

BPP Professional Education

3 London Wall Buildings
EC2M 5PD London

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