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Calling a customer a client does not make them one, even if you consider them to be. Only the individual or individuals can truly decide whether they consider themselves a client of your legal practice.

My client Mabel was looking for advice on Will Planning and preparing Lasting Powers of Attorney, and approached a local solicitor who I regularly work with. The solicitor was able to establish that Mabel would benefit greatly from advice in regards to her Inheritance Tax (IHT) liability.

Carole is aged 85 and has ongoing health issues. She has no children and has never married so would like her younger brother to have her home when she passes away. She would like access to her investments should she need them and is looking for ways to mitigate Inheritance Tax (IHT) on her estate.

For the first time, the SRA is reminding firms, essentially the COLPs, that there should be processes established by the practice to assist and supervise their lawyers’ CPD efforts.

To act in your client’s best interest is at the heart of what you do. I totally understand and here I am just laying out a few areas to be mindful of when taking a clients will instruction.