Private Client Structured Training Programme
course overview

What?

This structured programme of eight face-to-face modules is designed to provide junior private client lawyers with a comprehensive introduction to the core issues that arise in private client work. Training is available on an in-house basis for organisations with a number of delegates or through membership of our private client training consortium. All modules can be taken on a stand-alone basis or as part of a structured programme, allowing organisations to select topics to suit their specific needs.

Who?

The programme is aimed at solicitors during their first three years of practice or those who are new to the practice area and looking to refresh their knowledge.

Why?

Choose from the eight modules available to build an incremental learning programme to meet your needs
Provides a thorough grounding in the key areas of private client practice and builds confidence in advising clients, managing trusts and estates, and estate planning
Designed and delivered by practitioners with high-level experience in the field
Highly interactive small group learning, with a focus on practical tasks and realistic case studies – to ensure learning is directly applicable in the workplace
Training is supported by comprehensive study notes and working documents where relevant

How?

Organisations select a relevant programme from our list of eight face-to-face modules, which can be attended individually or as part of a structured programme. Modules are then delivered by our highly experienced trainers at a time and location to suit you.

The programme has been structured to reflect the way solicitors develop their knowledge and skills in the early years of qualification, but the modules can be taken in whatever order is preferred. All modules blend tuition with group discussion, drafting exercises and case studies.

The modules available are as follows:

Trusts (two days)
Taxation (two days)
Wills and Post-death Arrangements (two days)
Foreign Element (two days)
Management of Wills and Trusts (one day)
Contentious Trusts and Probate (one day)
Advanced Taxation (one day)
Estate Planning (one day)

Attendance will enable participants to:

Understand the core issues that arise in the private client practice area
Focus on key specialist topics
Develop confidence in advising clients, managing trusts and estates, and estate planning
See issues from the point of view of all parties concerned
Use the experience gained in practice to understand the importance of the topics covered
Identify the context within which advice from specialist colleagues is given/required

When?

Modules can be delivered throughout the year to meet your requirements.

Where?

In-house training can be delivered either at one of our centres, your premises or an appropriate third party venue nationwide. Consortium training can be delivered either at one of our centres, a consortium member’s premises or an appropriate third party venue nationwide.

How much?

In-house course fees vary according to requirements. Consortium course fees are split between the organisations attending according to delegate numbers. Please contact us directly for a personalised quotation to meet your needs (see contact details below).

CPD?

Each day of training is accredited for six CPD hours.

Book

To discuss how we can meet your organisation's requirements and for more information, please call our Client Contact Centre on 0800 289997 or e-mail inhousetraining@lawcol.co.uk

Find out more

E-mail inhousetraining@lawcol.co.uk
Call 0800 289997