Private Client Update

A half-day masterclass full of updates and insights from Professor Lesley King.

In partnership with

Estateresearch logo tagline pw

Networking with peers

events include lunch

High level learning

from a renowned expert

Series of events

this autumn

4 hours of CPD

limited time away from desk

A Private Client Update: what to expect

Sponsored by Estate Research, For Legal are hosting a series of exclusive CPD events this Autumn. These half-day masterclasses, taking place in September and October 2022, have been designed to maximise learning whilst spending minimal time away from your desk.

Your ticket includes 4 hours of CPD learning at the event, comprehensive notes and additional resources, access to CPD content at, a sandwich lunch upon arrival and a tea & coffee break in the afternoon. Simply select your preferred date and location.

This session will provide a review and update of current issues in Private Client Practice, and will focus on good practice and avoiding pitfalls. The content will depend to some extent on developments in the next few months but is likely to include:

  • The new rules on excepted estates regulations and changes to probate practice
  • The latest on the Trust Register and non-taxable trusts
  • Changes in probate practice
  • Recent decisions on errors when making wills and the lessons to be learned
  • Recent decisions on errors in relations to trusts and the lessons that can be learned.
  • Self-dealing and fraud on a power

After attending the session delegates will be:

  • aware of recent developments in the private client area
  • able to amend office practices appropriately.

28th September, Leeds @ Aspire, LS1 2JP

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29th September, Birmingham @ Holiday Inn Birmingham Airport - NEC

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19th October, Oxford @ Jurys Inn Oxford, OX2 8AL

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20th October, Brighton @ American Express Community Stadium

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About the speaker

We are delighted to have Professor Lesley King sharing her invaluable expertise.

As an author and contributor of countless books, a former member of the STEP committee, the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists, Lesley's experience within the Private Client sector makes her lectures informative, complete, and of interest to all those involved in Private Client matters.

Professor Lesley King

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