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UK Private Client Law

​Private client lawyers work with individuals and families, providing legal advice on a variety of matters such as investments, taxation, estate management, wills and testamentary issues. Private clients are usually very rich and high net worth individuals or landowners who hold massive amounts of properties and other assets. Private client lawyers also tend to deal with charities too. These might be small, not-for-profit associations or fully-fledged organisations that are run like a business and have immense budgets.

The main objective of a private client lawyer is to provide advice which will help preserve, build and maintain wealth and establish trusts. They will also offer prudent guidance on matters, such as inheritance tax and capital gains tax.

Why is it important? What does it involve?

The workload of a typical private client lawyer might be comprised of drafting wills, executing the terms of the will in the instance of death, and the subsequent disbursement of properties and assets. You will also help clients to look after and grow their wealth, locally or internationally. As such, private client lawyers will also be required to apply tax law in many cases. Most firms will have separate departments where private client and charity work is handled.

Private client lawyers working for charitable bodies will provide legal services for registration, restructuring, creating charters or trust deeds, compliance with statutory and local authorities and regular management and disbursement of funds, which have been received or earned for charitable endeavours. Other activities will include providing investment advice, helping to set up offshore trusts, drafting contracts and business proposals and handling sponsorships.

Private client practice is an ever-burgeoning field. Immense advances in several emerging markets have created a fresh breed of millionaires and billionaires across the globe. Consequently, lawyers in this area have their hands full with plenty of work, and there’s more to come in the future. There is also an increasing demand for lawyers specialising in private client and charity practice.

Break it down for me a little bit!

Private client lawyers must have excellent people management skills. They will need to handle communications, discussions and negotiations articulately and efficiently. A comprehensive knowledge of the law and commercial matters when dealing with taxation, inheritance, investments and trusts is essential.

They must have a particular aptitude for wading through tons of rules and regulations and be able to structure matters in a manner that is most beneficial to their client; saving on costs, whilst still being compliant with the law.

It’s advantageous for private client lawyers to have a good understanding of the foreign markets where clients hold their assets and funds. They may also need to interact and coordinate with people abroad and deal with organisations that operate offshore or in overseas tax havens.

These careers could involve some degree of international travel. However, there will also be long hours and, as always, an ungodly amount of documentation to get through.

​Dorset (/ˈdɔːrsɪt/; archaically: Dorsetshire) is a county in South West England on the English Channel coast. The ceremonial county comprises the unitary authority areas of Bournemouth, Christchurch and Poole and Dorset. Covering an area of 2,653 square kilometres (1,024 sq mi), Dorset borders Devon to the west, Somerset to the north-west, Wiltshire to the north-east, and Hampshire to the east. The county town is Dorchester which is in the south. After the reorganisation of local government in 1974, the county's border was extended eastward to incorporate the Hampshire towns of Bournemouth and Christchurch. Around half of the population lives in the South East Dorset conurbation, while the rest of the county is largely rural with a low population density.

The county has a long history of human settlement stretching back to the Neolithic era. The Romans conquered Dorset's indigenous Celtic tribe, and during the Early Middle Ages, the Saxons settled the area and made Dorset a shire in the 7th century. The first recorded Viking raid on the British Isles occurred in Dorset during the eighth century, and the Black Death entered England at Melcombe Regis in 1348. Dorset has seen much civil unrest: in the English Civil War, an uprising of vigilantes was crushed by Oliver Cromwell's forces in a pitched battle near Shaftesbury; the doomed Monmouth Rebellion began at Lyme Regis; and a group of farm labourers from Tolpuddle were instrumental in the formation of the trade union movement. During the Second World War, Dorset was heavily involved in the preparations for the invasion of Normandy, and the large harbours of Portland and Poole were two of the main embarkation points. The former was the sailing venue in the 2012 Summer Olympics, and both have clubs or hire venues for sailing, Cornish pilot gig rowing, sea kayaking and powerboating.

Dorset has a varied landscape featuring broad elevated chalk downs, steep limestone ridges and low-lying clay valleys. Over half the county is designated as an Area of Outstanding Natural Beauty. Three-quarters of its coastline is part of the Jurassic Coast Natural World Heritage Site due to its geological and palaeontologic significance. It features notable landforms such as Lulworth Cove, the Isle of Portland, Chesil Beach and Durdle Door. Agriculture was traditionally the major industry of Dorset but is now in decline and tourism has become increasingly important to the economy. There are no motorways in Dorset but a network of A roads cross the county and two railway main lines connect to London. Dorset has ports at Poole, Weymouth and Portland, and an international airport near Bournemouth. The county has a variety of museums, theatres and festivals, and is host to the Great Dorset Steam Fair, one of the biggest events of its kind in Europe. It is the birthplace of Thomas Hardy, who used the county as the principal setting of his novels, and William Barnes, whose poetry celebrates the ancient Dorset dialect.

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