Module Descriptors
PRIVATE CLIENT PRACTICE
LAWS70652
Key Facts
Health, Education, Policing and Sciences
Level 7
1 credits
Contact
Leader: Rachael Stretch
Email: Rachael.Stretch@staffs.ac.uk
Hours of Study
Scheduled Learning and Teaching Activities:
Independent Study Hours:
Total Learning Hours:
Pattern of Delivery
- Occurrence A, Stoke Campus, PG Semester 2
Sites
- Stoke Campus
Assessment
- EXAMINATION - OPEN BOOK EXAMINATION IN EXAMINATION CONDITIONS weighted at 100%
Module Details
Module Learning Strategies
Private Client is taught with 9 x 1 hour lecture sessions and 9 x 2 hour workshop sessions and a 4 hour self-study session. Additionally, for students following a blended-learning mode of delivery there will be on-line activities.
Module Additional Assessment Details
Assessed by one 3 hour written assessment with a formative assessment and one to one feedback.
Module Resources
Lecture and workshop materials. Blackboard. Online resources.
Module Texts
Private Client manual (annually updated). Barlow King and King. Sweet & Maxwell 2008. Various online resources.
Module Indicative Content
ELEMENT 1: LEGAL AND FACTUAL ISSUES
1. preliminary instructions and advice
2. appropriate course of action
3. clients, objectives and priorities,
ELEMENT 2: TAXATION
1. principles of relevant taxation systems
2. analyse and apply complex taxation factors including costs, benefits and risks
3. interaction of elements of the taxation system
ELEMENT 3: DRAFTING DOCUMENTATION
1. content and requirements of formal legal documents
2. principles ofdrafting and editing
3. factual, legal and procedural issues in drafting
4. formal legal and other requirements
5. use and adaptation of templates or precedents
6. clear, consistent, logical and appropriate drafting style
7. communicate meaning and effect of documents
8. drafting
ELEMENT 4: PROFESSIONAL AND COMMERCIAL AWARENESS
1. private client management
2. principles and practice of good client relations
ELEMENT 5: FINANCIAL SERVICES AND PRODUCTS
1. research financial products
2. trust money
3. financial services regulatory framework, information and regulatory requirements
4. financial services issues
1. preliminary instructions and advice
2. appropriate course of action
3. clients, objectives and priorities,
ELEMENT 2: TAXATION
1. principles of relevant taxation systems
2. analyse and apply complex taxation factors including costs, benefits and risks
3. interaction of elements of the taxation system
ELEMENT 3: DRAFTING DOCUMENTATION
1. content and requirements of formal legal documents
2. principles ofdrafting and editing
3. factual, legal and procedural issues in drafting
4. formal legal and other requirements
5. use and adaptation of templates or precedents
6. clear, consistent, logical and appropriate drafting style
7. communicate meaning and effect of documents
8. drafting
ELEMENT 4: PROFESSIONAL AND COMMERCIAL AWARENESS
1. private client management
2. principles and practice of good client relations
ELEMENT 5: FINANCIAL SERVICES AND PRODUCTS
1. research financial products
2. trust money
3. financial services regulatory framework, information and regulatory requirements
4. financial services issues
Module Special Admissions Requirements
None
Web Descriptor
Inheritance tax, grants of probate and all associated matters are key to most trainees or lawyers and this module gives a good in depth knowledge of this area.