production
Skip to Content

LS50DB: PRIVATE CLIENT (2017-2018)

Last modified: 27 Feb 2018 13:18


Course Overview

The course will cover: taking instructions for a will; drafting testamentary documentation; practical issues concerning intestacy; executry administration; trusts; incapacity; investment and tax planning advice; and related matters including tax, ethical, practice management and client care aspects of Private Client. Key Private Client skills will also be covered such as communication with clients, drafting and transaction based research.

Course Details

Study Type Postgraduate Level 5
Session First Sub Session Credit Points 15 credits (7.5 ECTS credits)
Campus None. Sustained Study No
Co-ordinators
  • Dr Susan Stokeld

Qualification Prerequisites

None.

What courses & programmes must have been taken before this course?

  • Diploma in Professional Legal Practice (Studied)

What other courses must be taken with this course?

None.

What courses cannot be taken with this course?

None.

Are there a limited number of places available?

No

Course Description

The course will adopt a transaction based approach to Private Client. The course will cover: taking instructions for a will; drafting testamentary documentation; practical issues concerning intestacy; executry administration; trusts; incapacity; investment and tax planning advice; and related matters including tax, ethical, practice management and client care aspects of Private Client. Key Private Client skills will also be covered such as communication with clients, drafting and transaction based research.

Further Information & Notes

The course is only open to students taking the Diploma in Professional Legal Practice programme.

Details, including assessment, may be subject to change until 31 July 2022 for 1st half-session courses and 23 December 2022 for 2nd half-session courses.

Contact Teaching Time

Information on contact teaching time is available from the course guide.

Teaching Breakdown

None.

More Information about Week Numbers


Details, including assessment, may be subject to change until 31 July 2022 for 1st half-session courses and 23 December 2022 for 2nd half-session courses.

Summative Assessments

The assessment consists of 6 discrete elements including participation and professionalism (pass/fail).Students must pass all 6 elements of assessment to pass the course and the final mark awarded for the course will be based on the marks obtained in the 5 summative elements of assessment. Resit: students are able to resit elements 1-5 of the assessment.

Formative Assessment

There are no assessments for this course.

Feedback

None.

Course Learning Outcomes

None.

Compatibility Mode

We have detected that you are have compatibility mode enabled or are using an old version of Internet Explorer. You either need to switch off compatibility mode for this site or upgrade your browser.