Private client work frequently involves a combination of legal, tax and family considerations.

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Our training is designed to reflect how issues arise in practice, helping teams:

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• Identify inheritance tax risks early
• Understand how reliefs apply in real scenarios
• Recognise where advice becomes complex or uncertain
• Communicate tax issues clearly to clients

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The focus is on practical understanding rather than technical theory alone.

This training is designed for:

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• Wills and probate practitioners
• Private client solicitors and fee earners
• Firms looking to strengthen internal technical capability
• Teams seeking greater confidence in inheritance tax matters

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Sessions can be tailored to reflect different levels of experience within the team.

Training focuses on the areas where inheritance tax issues most commonly arise, including:

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• Nil rate band and residence nil rate band
• Lifetime gifting and common pitfalls
• Business Property Relief (BPR) and Agricultural Property Relief (APR)
• Interaction between inheritance tax and other taxes
• Common misconceptions in estate and succession planning

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We also incorporate practical examples to demonstrate how these issues arise in real client scenarios.

Inheritance tax issues are often highly fact-specific, and incorrect assumptions can lead to significant consequences.

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We focus on:

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• Recognising where advice may go beyond standard private client work
• Identifying situations where reliefs may not apply as expected
• Understanding areas where HMRC may challenge
• Managing uncertainty and client expectations

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This helps firms approach private client work with greater clarity and reduced risk.

Our training is built around realistic scenarios rather than abstract explanations.

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This includes:

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• Worked examples of common private client situations
• Discussion of how different planning approaches affect outcomes
• Exploration of potential risks and alternative strategies
• Opportunities for participants to raise real-world questions

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This approach ensures that training is directly relevant to day-to-day client work.

Our training is informed by ongoing advisory work in private client tax and succession planning.

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We focus on:

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• Delivering clear, practical guidance
• Reflecting current HMRC approach and areas of focus
• Supporting teams in building confidence in complex areas
• Providing insight into how issues arise in practice

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The aim is to equip practitioners with the knowledge to identify issues early and respond appropriately.

Inheritance tax remains one of the most complex areas of private client work, particularly where reliefs, lifetime planning and succession issues interact. Training that reflects real client scenarios can help teams identify risks, manage expectations and approach matters with greater confidence.

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Whether you are looking to provide foundational training or develop a deeper understanding within your team, we can deliver sessions tailored to your firm’s needs.

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If you would like to arrange private client and inheritance tax training, we would be happy to discuss your requirements.