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Discover LexisPSL

 

When Private Clients ask questions, they expect answers - right away. But when you’re working across so many different areas of the subject day to day, it’s impossible to hold it all in your head. In addition finding the answer often means cross-referencing several different sources – from the latest legislation to the Law Society’s most up-to-date guidance. 

LexisPSL Private Client helps you get to the heart of the matter faster, with 265 distinct practice notes across 13 topics (with more topics and sub-topics on the way). You can get a clear, concise view from leading experts in their field with direct links to the most relevant sources, including the All England Law Reports and highlights from Underhill and Hayton Law of Trusts and Trustees, Tristram and Coote’s Probate Practice, and Butterworths Wills Probate and Administration service. Plus over 90 fillable, saveable and printable forms – including smart forms and precedents, like our Automated Will Draftsman and IHT 400.

It’s all checked by our own team of in-house lawyers to make sure it’s accurate and up-to-date, all in unfussy language so you don’t have to translate it for your clients. You can be confident that you’re giving your clients the best advice, with the least downtime.

Experience LexisPSL Private Client through our 1-week trial. You will find LexisPSL Private Client under the Individual Client suite.

Direct links to the relevant section of the underlying authority and commentary 

Reduce the time it takes to get the knowledge you need. Gain access to the legal profession’s most authoritative collections available online. A powerful interface enables you to quickly find up-to-date information, resources and expert opinion from established names such as Butterworths and Halsbury’s.  Access an extensive collection of Wills, Probate and Trusts law titles including fully updated relevant legislation, forms, precedents and cases, as well as exclusive access to authoritative commentary and cases.

  • Atkin’s Court Forms
  • Butterworths Wills Probate and Administration Service
  • Encyclopaedia of Forms & Precedents
  • Halsbury’s Laws of England
  • Tristram and Coote’s Probate Practice
  • Tolley’s Administration of Estates
  • Tolley’s Administration of Trusts
  • Williams on Wills

Working in partnership with leading firms

We take direction from our Consulting Editorial Board to ensure we consistently deliver relevant practical guidance so that you have the confidence to make more informed decisions, based on sound, practical advice.

Meet the private client team who have developed LexisPSL Private Client.

Choose from a comprehensive range of topics 

The law of wills

  • The will
  • Formalities
  • Revocation, republication and revival
  • Will contents
  • Failure of gifts
  • Intestacy

Will drafting

  • Initial matters
  • The client
  • Specific will considerations
  • Other considerations

Probate (non-contentious)

  • Immediate steps following death
  • Personal representatives
  • Entitlement to the estate
  • Pre-application matters
  • Application for the grant (deaths in England and Wales)
  • Estate administration
  • Distribution of the estate
  • Problems during the administration
  • Cross-border estates

Contentious probate and trusts

  • Court jurisdiction
  • Validity of wills
  • Probate actions
  • Administration conflicts
  • IPFDA 1975 actions
  • Trust disputes
  • Practice and procedure

The law of trusts

  • The law of trusts
  • Trustees appointment and retirement
  • The office of trustee
  • Variation of trusts
  • Trust disputes
  • Trust termination
  • Trust assets
  • Charities
  • Trusts for the disabled

Trust drafting

  • Initial matters
  • Specific drafting issues
  • Creating express trusts
  • Specific trust considerations

Mental health

  • Legislative intervention
  • Enduring powers
  • Lasting powers
  • The court of protection
  • Support services

Elderly client

  • Who is the client?
  • Financial matters
  • Housing
  • Community and residential care
  • Capacity
  • Powers of attorney
  • Abuse
  • Living wills
  • Court of protection

Charities

  • Charity regulation
  • Creating and running a charity
  • Governance issues
  • What is a charity?
  • Money laundering and bribery
  • Fundraising

Family businesses

  • Advising the family business
  • Forms of business vehicle
  • The family company
  • Family business governance
  • Changes to the family business
  • Family business succession

The internationally mobile client

  • Starting employment: immigration
  • The remittance basis
  • International tax

Wealth management

  • Tax planning
  • Tax efficient investments
  • Philanthropy
  • Pensions
  • Pensions, insurance and divorce

UK taxation

  • Quick Tax Guides
  • Inheritance tax
  • Capital gains tax
  • Income tax
  • Stamp taxes
  • Value added tax

Professional Development 

Our webinars represent the most efficient way for you to develop your knowledge, delivering expert advice and guidance to you when and where you choose. A 12-month webinar subscription ensures you receive all the training and CPD points you need and because you choose the time and place, there’s virtually no impact on your working day and absolutely no travel costs.

Our conferences provide immediate and direct access to the thought leaders in your industry and a large number of your fellow professionals. Six to eight case studies provide an insight into how top experts are dealing with key points of law and need-to-know judicial rulings. Supporting workshops offer practical and specific guidance. Carrying up to 6.5 CPD points each, our one-day conferences are an opportunity to network, debate and discuss with the key personnel in your industry - away from the office and in a top-class environment.

Events cover the full spectrum of private client law topics and are delivered by field experts such as:

  • Nicholas Harries, Partner, Macfarlanes
  • Caroline Cohen, Associate, Private Banking Department of Baker & McKenzie
  • Gill Steel, Consultant, Blake Lapthorn
  • Peter Steer, Partner, Wilsons
  • Stephen Pallister, Private Client Partner, Private Capital Group at Charles Russell LLP

LexisPSL Wills and Probate

Too much content for your firm? The LexisPSL Wills and Probate practice area is also available.  This practice area is limited to the following topics:

  • Law of wills
  • Will drafting
  • Probate (non-contentious)
  • Contentious probate
  • Trusts

New Lexis®PSL. Find out more

Get the what, how and Y
with our 1-week trial

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       benefit your firm

Please note we are unable to offer trials to students. Please check your University Library list of online databases as your institution may already subscribe on your behalf. If your university does not subscribe, please complete the More Information form

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