LS50DB: PRIVATE CLIENT (2022-2023)

Last modified: 31 May 2022 13:25

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	Aberdeen	Sustained Study	No
Co-ordinators	Miss Jean Wilke

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

Either Diploma in Professional Legal Practice or Dip In Professional Legal Practice

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?

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.

Contact Teaching Time

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

Teaching Breakdown

More Information about Week Numbers

Details, including assessments, may be subject to change until 31 August 2023 for 1st half-session courses and 22 December 2023 for 2nd half-session courses.

Summative Assessments

Will and Accompanying letter to client (25%)

Forms C1 and IHT400 and IHT400 schedule (25%)

Forms C1 and C5 (20%)

Summary application for guardianship and letter to client (20%)

Client Interview re: guardianship (10%)

Participation and Professionalism (0% - pass or fail)

Resit: Resubmission of failed elements.

Formative Assessment

There are no assessments for this course.

Course Learning Outcomes

Knowledge Level	Thinking Skill	Outcome
Factual	Remember	ILO’s for this course are available in the course guide.