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SQE Plus Private Client Wills Trust and Estate Planning

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Private-Client-Wills-Trust-and-Estate-Planning-Config

Private Client: Wills, Trusts and Estate Planning is a comprehensive and user-friendly examination of the legal and taxation implications arising from estate planning work within the private client department of a solicitors’ firm. The guide deals in a practical way with all the areas confronting the practitioner on a day-to-day basis, from tax and financial planning to the administration of trusts. Throughout the text, worked examples illustrate how to calculate the tax position of the client.

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Private Client: Wills, Trusts and Estate Planning is a comprehensive and user-friendly examination of the legal and taxation implications arising from estate planning work within the private client department of a solicitors’ firm. The guide deals in a practical way with all the areas confronting the practitioner on a day-to-day basis, from tax and financial planning to the administration of trusts. Throughout the text, worked examples illustrate how to calculate the tax position of the client.

This new 2023 edition of The University of Law SQE Plus manual has been revised to bring the law and procedure up to date as at 30 September 2022.

Professor Lesley King is a Professional Development Consultant at The University of Law. She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists. Lesley is the wills and probate columnist for the Law Society Gazette and writes and lectures extensively on wills, taxation and related matters.

This book is part of a series of study manuals that have been specially designed to cover content for students studying Key Practice Areas on the LLM Legal Practice (SQE1&2). Published and updated regularly, these user-friendly study manuals are designed to help you successfully acquire knowledge and understanding of the foundational law of England & Wales. This book can be used for the Private Wealth Key Practice Area as part of the Private Client Pathway of the SQE Plus.

Each title is designed to operate as a study manual, rather than solely a textbook. This means that understanding of the subject is developed using worked examples and activities. 
For students only at The University of Law, the study manuals are used alongside other learning resources to prepare students not only for achievement of an academic qualification, but also for a future life in professional legal practice. 

  • Print: 978-1-915698-92-6
  • Pages: 402

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