Private client update. 9 November 2022

Host group
Host Left
Hosted by
STEP Norwich and Norfolk
Event Type
Web Event

Professor Lesley King will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend to some extent on developments in the next few weeks but will include:

  • The latest on the Trust Register 
  • The latest on Probate Practice
  • Recent decisions on the meaning in wills of spouse/civil partner/issue/stepchildren 
  • Recent decisions on errors in relations to trusts and the lessons that can be learned
  • There will be opportunities for questions and discussion

After completing the session delegates will be:

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

To book a place – Please email Claire Louise Clarke at [email protected] stating whether you are a STEP Member or Non-Member with the following information: 

  • Course title
  • Your name and firm
  • Contact details for Invoice 
  • Email address for event link 
Cost group
Event Cost
Pound Sterling
STEP Member
Pound Sterling
15:00 - 17:00
Claire Louise Clarke
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