Private Client

Private Client Specialist Reference Group

For those members specialising in private client work

Thank you to the members who have signed up to form part of this specialist reference group. If you are not a member, but wish to join, please email with your full name (as you are registered with us) and your membership number.

Private Client News

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Private client news archive

Practice advice

At CILEx we do our best to provide our members with as much advice and guidance as we can for our members looking to, or those who are already working the private client field. Our Practice Advice page is a great place to start if you have any questions or queries. If you can't find the answer you're looking for, or would like further guidance or advice, please get in touch with the membership contact centre via or by calling 01234 845777. 

Active engagement work 

CILEx is regularly working on behalf of our members on a variety of issues. Below is some of our ongoing work for which we would like to engage with the Private Client Specialist Reference Group in order to gain greater perspective and evidence from those working in the private client field. 

Upcoming Consultations

CILEx would also like to encourage members of this SRG to respond to the consultation below. We would also appreciate it if you could provide us with your comments, views or submissions by emailing them to us at

  1. HMRC - Protecting your taxes in insolvency

At Budget 2018, the government announced that it will introduce legislation in Finance Bill 2019 to 2020 to make HM Revenue and Customs (HMRC) a secondary preferential creditor for certain tax debts paid by employees and customers on the insolvency of a business.

The consultation linked above invites comments on how HMRC proposes to implement the change.

  1. Government – Coronial investigations of stillbirths

The Government is seeking views on proposals for introducing coronial investigations of stillbirth cases in England and Wales. This consultation has been prepared jointly by the Ministry of Justice and the Department of Health and Social Care and is an important step towards delivering the Government’s commitment to reduce the rate of stillbirths.

In addition to introducing greater transparency to the way in which stillbirths are investigated, the Government’s proposals would ensure that bereaved parents are involved at all stages of the investigation, and that any learning that can be taken from such investigations is disseminated across the health system to help prevent future avoidable stillbirths.

At the same time as the Government has been developing its proposals, a Private Member’s Bill, Tim Loughton MP’s Civil Partnerships, Marriages and Deaths (Registration Etc) Bill, has made its way through Parliament. The Bill is now subject to its Royal Assent* and will place a duty on the Secretary of State to make arrangements for the preparation and publication of a report on whether, and if so how, coroners should investigate stillbirths.

The Bill also provides a power for the Lord Chancellor to make provision, through secondary legislation, for stillbirth investigations by coroners if, following publication of that report, this is considered appropriate.

News & Updates

Will preparation in modern society

David Isbister has written a fascinating article on will preparation in modern society.

David Isbister TEP, is a Chartered Legal Executive specialising in Wills, probate and trusts and an Elite Mediator specialising in contentious trust and probate and disputes under the Trusts of Land and Appointment of Trustees Act 1996 (TOLATA disputes)). David is also a CILEx Private Client (probate and Wills) SRG Adviser.

Members can find David Isbister’s article here.

If you wish to comment on the article, or would like to write your own article to be published in the CILEx Journal or sent to members of this SRG, please contact Val Williams at

Previous work 

CILEx continues to promote member views throughout the legal community. We hope that the Local Authority Specialist Reference Group grows with us. 

We have consulted with the Private Client Specialist Reference Group on a number of occasions in order to provide our work with greater amounts of evidence. Examples of our work can be found below, some of which includes direct references so our SRG engagement that proves to be increasingly valuable as we engage more with those in the legal services market:

Contact us

If you have any questions about this or other Specialist Reference Groups, then please contact us on or by calling 01234 845777.

To advertise, please contact Amanda Brewitt: call 01234 845737 or email

*STEP blog extracts are reproduced with the kind permission of the Society of Trust and Estate Practitioners. For further information and to read the blogs in their entirety, visit: