Private client
![An elderly male client sits next to a professional woman. He is a Black man with balding grey hair and a beard. He wears glasses and a khaki shirt with a white t-shirt. She is a white woman with dark brown hair. She wears a pale blue shirt.](https://prdsitecore93.azureedge.net/-/media/images/topics-and-resources/social-welfare-and-housing/professional-woman-speaking-to-elderly-male-client-1358055333.jpg?rev=6be5da7dc1744b7dbfb7d0baea0c7137&h=628&w=1120&la=en&hash=87525E91E0D8729CB2B57546D98971E8)
Making gifts of assets
When a client wishes to gift assets or offer them at significant undervalue, you must advise them about benefits and risks and clarify your role and responsibilities.
![An elderly male client sits next to a professional woman. He is a Black man with balding grey hair and a beard. He wears glasses and a khaki shirt with a white t-shirt. She is a white woman with dark brown hair. She wears a pale blue shirt.](https://prdsitecore93.azureedge.net/-/media/images/topics-and-resources/social-welfare-and-housing/professional-woman-speaking-to-elderly-male-client-1358055333.jpg?rev=6be5da7dc1744b7dbfb7d0baea0c7137&h=628&w=1120&la=en&hash=87525E91E0D8729CB2B57546D98971E8)
All resources
- 2017 tax changes for non-UK domiciliaries and trusts26 Jan 2024
- Anti-money laundering guidance for the legal sector28 Mar 2023
- Anti-money laundering guidance for the legal sector: addendum01 Dec 2023
- Applying for grants of probate12 Mar 2024
- DAC 6 and legal professional privilege 26 Jan 2021
- Financial abuse27 Jun 2023
- Guidance for solicitors advising on tax16 Oct 2023
- How to apply the EU tax rules26 Jan 2021
- Identifying a deprivation of liberty for under 18s: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in supported living: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the care home setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the home setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the hospice or palliative setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the hospital setting: quick reference guide18 Mar 2024
- Identifying a deprivation of liberty in the psychiatric setting: quick reference guide18 Mar 2024
- Meeting the needs of vulnerable clients29 Nov 2022
- Mental Capacity Act Directory17 Mar 2015
- Mental capacity: international aspects27 Jun 2023
- Trust Registration Service (TRS) and AML compliance04 Apr 2022
- UK economic crime regime30 Apr 2024
- Understanding when someone is deprived of their liberty18 Mar 2024
- Video-witnessing wills27 Jun 2023
- Wills and name changes 08 Nov 2022
- Working with clients who may lack mental capacity27 Jun 2023
- Working with vulnerable clients case studies05 Jun 2020
- Access and disclosure of an incapacitated person's will09 Oct 2023
- Accredited legal representatives in the Court of Protection04 Sep 2023
- Administering insolvent estates18 May 2023
- Appointment of a professional executor22 May 2023
- Bankrupt beneficiaries18 May 2023
- Conflict of interests27 Jul 2023
- Disclosure of tax avoidance schemes14 Jul 2023
- Disputed wills: guidance for practitioners05 Sep 2023
- Fiduciary roles and retirement or departure from practice by a private client practitioner30 Nov 2023
- File retention: trusts24 Jan 2020
- File retention: wills and probate01 Nov 2018
- Lasting powers of attorney29 Sep 2023
- Making gifts of assets04 Jul 2023
- Powers of attorney for managing finances15 Dec 2022
- Preparing a will when your client is leaving a gift for you, your family or colleagues22 May 2023
- Protection for client accounts21 Dec 2023
- Representation before mental health tribunals23 Feb 2024
- Trust corporations27 Jun 2024
- A beneficiary refuses to approve estate accounts. What can I do?22 Jan 2024
- Am I obliged to act as my client’s deputy?24 Mar 2021
- Can I be my aunt's certificate provider to create a lasting power of attorney?22 Nov 2023
- Can I charge for time spent preparing a Larke v Nugus statement?09 Mar 2020
- Can I share a copy of a will file with a beneficiary without the executor’s authority?29 Sep 2022
- Can I use a conditional fee agreement for an Inheritance Act 1975 claim?22 Sep 2023
- Can a client’s ashes be scattered in his local river?22 Sep 2023
- Can a trust corporation be appointed as an attorney under a lasting power of attorney?22 Nov 2022
- Can a will be witnessed remotely?05 Jul 2023
- Can my firm sign a contract on behalf of an overseas partner?25 May 2021
- Do I have to identify and verify all the beneficial owners of a trust?31 May 2024
- Does a personal representative with power reserved need to be named in a contract for sale?22 Sep 2023
- How can I make a neurodivergent client’s court appearance less stressful?01 Aug 2023
- How do I bring a claim where probate or letters of administration have not been granted? 21 Dec 2020
- How do I obtain a will from the Principal Probate Registry?22 Sep 2023
- How do I trace a missing sole executor?09 Feb 2021
- How long should I wait to distribute assets after a grant of probate?12 Oct 2023
- How long should a client's original will be retained?02 Aug 2019
- How should I certify a copy of an original document?15 Mar 2024
- How should I give notice of intention to register an EPA?10 Aug 2020
- I act for an executor who found £20,000 in the home of the deceased. What should I do?05 Dec 2022
- Is a deed of variation of benefits a money laundering or tax evasion risk?22 Sep 2023
- Is a grant of letters of administration needed if a client died intestate before a bankruptcy hearing?22 Sep 2023
- Is an attorney entitled to a copy of a donor’s will?13 Jul 2020
- Is the appointment of a minor executor valid?17 Feb 2020
- Is there guidance on time limits for preparing wills?17 Jun 2021
- I’m a sole practitioner. Do I need to appoint a money laundering officer?22 Sep 2023
- My client passed away after I issued their personal injury claim. What should I do?22 Sep 2023
- Should I share information about the execution of a will with a rival firm?27 Apr 2020
- What checks should I make before releasing a lasting power of attorney (LPA)?17 Nov 2021
- What should I consider when certifying an LPA for a conveyancing transaction?24 Nov 2020
- What should I do if a litigant in person loses capacity?01 Feb 2021
- What should I do if my client loses capacity?22 Sep 2023
- When can I charge for home visits?20 Jun 2023
- When can a lasting power of attorney be used?20 Feb 2023
- When is an executor entitled to the original will of a deceased client?11 Jul 2024
- Advocacy and the vulnerable training24 Jan 2024
- Banking practices protocol: estate administration03 Nov 2012
- Money laundering risks and threats02 Aug 2024
- Undue influence – solicitors’ duties post-Etridge30 May 2002
- Inheritance tax review28 Oct 2021
- Mental Capacity (Amendment) Act 201913 Jul 2022
- Powers of Attorney Act 202306 Oct 2023
- Probate changes18 Jan 2024
- Reform of the law on making a will08 Dec 2023
- Regulation of CILEX members02 Jul 2024
- Review of the Mental Health Act 198326 Jan 2024
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