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  4. 2014-2015
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  6. LS50DB: Private Client

LS50DB: PRIVATE CLIENT (2014-2015)

Last modified: 28 Jun 2018 10:27


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
Term First Term Credit Points 15 credits (7.5 ECTS credits)
Campus None. Sustained Study No
Co-ordinators
  • Dr Susan Stokeld

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

None.

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.

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 30 August 2024 for 1st term courses and 20 December 2024 for 2nd term 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.
 

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