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SRA competence: A2
Private Client Section
annual conference 2017
Friday 30 June 2017
Victoria Park Plaza, London
£50
Associate sponsors
www.lawsociety.org.uk/private-client-conference-2017
Private Client
SRA competence: A2
Private Client Section
annual conference 2017
Friday 30 June 2017
Victoria Park Plaza, London
Overview
The 2017 Private Client Section annual conference will equip you with the very latest thinking on private client work.
This conference will provide a diverse range of expert speakers sharing their expertise on a wide span of topics critical
to private client practitioners. Parallel workshops will cover some of the hot topics, such as elderly client care and
the Mental Capacity Act 2005, inheritance tax and the family home, the technical side of life policies and pensions,
court of protection and contentious probate. You will also have the opportunity to explore business development
opportunities at the event.
This is the one event happening in 2017 that private client solicitors can’t afford to miss!
Who should attend?
This event is aimed at:
•Private client practitioners
•Heads of private client departments
•Managing partners
•Family business lawyers
•Investment and financial advisers
•Those who have an interest in private client work and are thinking of retraining.
Praise from 2016 event delegates
•‘An absolute must for any private client lawyer who wants to stay ahead of
the game.’
•‘Thought-provoking, informative and enjoyable. Excellent value for money.’
•‘I think if I was to choose one national event to attend, it would be this one –
the speakers are always top-notch.’
Private Client Section membership
The Private Client Section is the Law Society’s membership group for private client law practitioners to help
maintain their continuing compliance, legislation and career development needs.
Our membership service provides practical support and networking for an annual membership fee, which covers
our magazines (PS), seminars, webinars, and online communications (plus a discount on our conferences). We
work across the key cornerstones of private client work including wills, probate, tax planning, elderly client,
trusts, mental capacity and estate administration, and have access to regulators, government and key market
influencers, including the Office of the Public Guardian.
Private Client Section membership is open to solicitors and trainee solicitors. Associate membership is available to
Fellows of CILEx. To join us for support you can trust, visit www.lawsociety.org.uk/privateclient
www.lawsociety.org.uk/private-client-conference-2017
www.lawsociety.org.uk/private-client-conference-2017
Programme
09:00 - 09:30
Registration and refreshments
09:30 - 09:35
Welcome and introduction
Speaker: Gary Rycroft, chair, Private Client Section Advisory Committee, The Law Society
09:35 - 10:35
Capital tax planning after the 2017 budget
• The introduction of the TNRB and its effect on will
drafting and estate planning
• Deemed domicile and IHT
Speaker: Chris Whitehouse, barrister, 5 Stone Buildings
• The extension of IHT to UK residences in an offshore
structure
• Current planning possibilities
10:35 - 11:05
Keynote address
Speaker: The Rt Hon Baroness Butler-Sloss
11:05 - 11:35
Mid morning refreshments, exhibition and networking
11:35 - 12:50
Concurrent workshop session A
A1. Elderly client care and the Mental Capacity Act 2005
• Round up of guidance and news from OPG
• Court of protection – recent decisions
• A practical case study on care fees – domiciliary care package v care home – what clients need to consider
• Professional deputies and attorneys managing care packages – pitfalls and problems
Speaker: Helen Clarke, solicitor and member, Private Client Section Advisory Committee, The Law Society
A2. IHT and the family home
• Co-ownership and the concept of ‘occupation’
• Trusts of land and evidence needed
• Debts and deductibility
Speaker: Jo Summers, partner, PWT Advice LLP
• Non-doms and offshore structures
• Gifts with reservation of benefit
A3. The technical side of life policies and pensions
Life policies
Pensions
• IHT planning and the Discounted Gift Scheme
• Annual allowance update
• Tax and pensions on death
• Government’s consultation on pension tax relief
• Lump sum and pension death benefits
• Lifetime ISAs (LISAs)
• Dependants, nominees and successors
• Lifetime allowance update
• Nominations and trusts in 2017
• Retirement options update
Speakers: Luke Brooks, partner, chartered financial planner, Smith & Williamson and Paul Garwood, partner, Smith
& Williamson
A4. Court of protection
Speaker: Ruth Hughes, barrister, 5 Stone Buildings
A5. Contentious Probate update
Speaker: Thomas Dumont, barrister, Radcliffe Chambers
12:50 - 13:50
Lunch, exhibition and networking
13:50 - 14:10
Interactive Q&A
14:10 - 14:15
Transit time to breakout sessions
14:15 - 15:30
Concurrent workshop session B - repeat of the morning sessions
B1. Elderly client care and the Mental Capacity Act 2005
B2. IHT and the family home
B3. The technical side of life policies and pensions
B4. Court of protection
B5. Contentious Probate update
15:30 - 16:00
Afternoon refreshments, exhibition and networking
16:00 - 17:00
Recent developments in private client practice
This session will provide a review of current issues in wills, administration of estates and trusts together with
developments from the Court of Protection and the OPG. The precise content of this session will depend on what
happens in the next few months but it will review cases and statutory developments in the months leading up to
the conference and examine the implications for private client practitioners. It is likely to include:
• The Supreme Court decision in Ilott v Mitson
• Recent decisions on trusts and trustees
• Will drafting traps
• Any news on the EU Succession Regulation
Speaker: Professor Lesley King, professional development consultant, University of Law
17:00 - 17:05
Closing remarks
Speaker: Gary Rycroft, chair, Private Client Section Advisory Committee, The Law Society
Please note that the programme is subject to change.
Private Client
Terms and Conditions
1.The Law Society reserves the right
to amend or cancel this event or any
booking. Should the event or a booking be
cancelled a full refund of the registration
fee will be made. The Law Society can
accept no further liability in the event
of cancellation , including no liability
for any expenses incurred as a result of
cancellation.
2.The Law Society reserves the right to
give booking preference to those people
who meet the attendance criteria. This
criteria is listed under the individual
event on the website, if you do not meet
these requirements your place may be
cancelled at no cost to the Law Society.
3.If you have any special dietary
requirements you must give us written
notice at least 10 working days before the
event and a supplement may be payable
for special dietary requests.
4.Payment must be received by the events
team prior to the event. If the balance
is outstanding we will require credit/
debit card details at registration from the
delegate. If you require an invoice or VAT
receipt this must be requested in writing
to: [email protected]
5.No refunds will be given for cancellations
that occur at or less than 10 working
days from the event date. If you wish
to cancel more than 10 working days
before the event, you will be refunded the
registration fee less an administration
charge of 20%. If you cancel your place
prior to payment, you are still required to
pay either the 20% administration fee
or the full costs dependant on the time
of cancellation. If you need to remove
a delegate from your booking or cancel
it completely please contact the Events
team for advice using the contact details
below. Please be ready to quote your
booking ID and date of booking (these
items can be found in your booking
confirmation email). Please note that the
delegate price may vary depending on
the membership of the new delegate.
6. Practices may substitute a delegate
without charge, provided you confirm
their full name in writing before the
day of the event. If you need to change
details of your booking please contact the
Events team for advice using the contact
details below. Please be ready to quote
your booking ID and date of booking.
Please note: An additional payment will
be required if the substitute delegate is
not eligible for the original booking rate/
category, these are commonly, Section
member, Practising Certificate holder and
non-Practising Certificate holder.
7. The delegate and the firm/organisation
are jointly and severally liable for
payment of the fees due.
8.Except in the case of death or personal
injury arising from the Law Society’s
negligence, the Law Society shall
not be liable for any special, indirect
or consequential loss, or for any
economic loss. In addition, the Law
Society’s aggregate liability under this
Agreement is limited to the amount of
the registration fee. Furthermore, the
Law Society can accept no liability for
any loss suffered by any person acting or
refraining from action as a result of the
material delivered during or in connection
with the event.
9.By attending this event, you agree that
the Law Society of 113 Chancery Lane,
London WC2A 1PL may use, reproduce,
and/or publish in any way whatsoever
(without any payment being due to you)
any photographs and/or video/audio
that may pertain to you (including your
image, likeness and/or voice), and that it
may license others to do the same. This
material may be used (without limitation)
in various publications, public affairs
releases, recruitment material, broadcast
material, the Law Society’s website/s
or for other related endeavours. This
authorisation is continuous and may
only be withdrawn with the prior written
agreement of the Law Society.
10.Acceptance by the Law Society of your
booking will give rise to a legally binding
contract between us on these terms
and conditions, governed by the laws of
England. No variation will be valid unless
in writing and signed by an authorised
signatory. Any disputes will be subject to
the exclusive jurisdiction of the English
courts.
If you have any questions about these
terms and conditions or wish to amend your
booking please contact the Events team for
advice on +44 (0)20 7316 5700 between
09:00 and 17:00, Mon to Fri, or
email [email protected]
www.lawsociety.org.uk/private-client-conference-2017
Booking form
Private Client Section annual conference 2017
Friday 30 June 2017
For enquiries, please telephone 020 7316 5700 or email [email protected]
Online
To register for this event online, please go to www.lawsociety.org.uk/events. Select the event you want to attend and
click on the ‘book event’ button. We recommend you pay online by credit/debit card to guarantee your place at this
event immediately. If you choose to pay by cheque, please send payment, with your booking details attached, within
10 days of making the booking.
By Post
To register please complete the form below in CAPITAL LETTERS and return it with a cheque made payable to
The Law Society to: Events Team, 113 Chancery Lane, London WC2A 1PL, DX 56 Lon/Chancery Ln.
Please note: bookings for this event cannot be taken over the phone.
One name per form please (you may photocopy this form).
Title: First name: Surname: Position: Organisation: Company VAT registration number: Address: Postcode: Tel: Fax: DX: Email: Please select your concurrent workshop sessions:
n A2
Concurrent workshop session A: n A1
n B2
Concurrent workshop session B: n B1
Registration fees
n A3
n B3
n A4
n B4
n A5
n B5
Early booking fees on or
before 30 May 2017
Booking fees from
31 May 2017
Private Client Section member
£250 + VAT = £300
£300 + VAT = £360
PC holder
£295 + VAT = £354
£345 + VAT = £414
Non-PC holder
£395 + VAT = £474
£445 + VAT = £534
*Member of TLS working for NFP
£145 + VAT = £174
£195 + VAT = £234
*Please email [email protected] to apply for this rate if you work for a not for profit organisation.
Please make cheques payable to the Law Society. For enquiries ring 020 7316 5700 or
email [email protected]
NB: Joining instructions will be sent by email two weeks before the event. VAT is charged at 20%.
Access, dietary or other requirements:
Office Use:
BUDGET: 14325 210020
SECEVE7.01
Delegates will be given a list of all delegate names. If you do not want your name to be
published on the list, please tick this box n
© 2017 The Law Society. All rights reserved.
www.lawsociety.org.uk/private-client-conference-2017