production
Skip to Content

Log In

  1. University Home
  2. Catalogue of Courses
  3. Postgraduate
  4. 2022-2023
  5. Law
  6. LS50DB: Private Client

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
Term First Term 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?

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.

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

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 LevelThinking SkillOutcome
FactualRememberILO’s for this course are available in the course guide.
 

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.