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

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.

Assessed by one 3 hour written assessment with a formative assessment and one to one feedback.

Lecture and workshop materials. Blackboard. Online resources.

Private Client manual (annually updated). Barlow King and King. Sweet & Maxwell 2008. Various online resources.

1. UNDERSTAND THE NATURE OF PRIVATE CLIENT PRACTICE AND BE ABLE TO SELECT AN APPROPRIATE MEDIUM AND STRUCTURE TO MEET THE CLIENT'S REQUIREMENTS
Knowledge & Understanding

2. IDENTIFY AND PERFORM THE NECESSARY CRITICAL STEPS TO ACHIEVE THE CLIENT'S OBJECTIVES AND ACT IN THE BEST INTERESTS OF THE CLIENT
Communication

3. APPRECIATE THE COMPLEX LEGAL, TACTICAL AND COMMERCIAL FACTORS INVOLVED IN PRIVATE CLIENT MATERS AND TO BE ABLE TO COMBINE THAT KNOWLEDGE WITH OTHER COMPLEX ISSUES AND FACTORS IN THE PROVISION OF ADVICE TO THE CLIENT
Analysis

4. EVALUATE COMPLEX ISSUES BOTH SYSTEMATICALLY AND CREATIVELY, MAKING SOUND JUDGMENTS IN CONNECTION WITH TAKING THE APPROPRIATE COURSE OF ACTION FOR THE CLIENT IN RELATION TO THE CLIENT'S MATTERS
Problem Solving

5. IDENTIFY CONFLICTS OF INTEREST THAT MAY ARISE WHEN ACTING FOR MORE THAN ONE PARTY AND TO ACT APPROPRIATELY FOLLOWING CAREFUL ANALYSIS OF THE SITUATION Commercial Awareness and Professionalism

6. DEMONSTRATE THE ABILITY TO TAKE INTO ACCOUNT AND RESOLVE COMPLEX ISSUES AND FACTORS WHEN PROVIDING ADVICE AND DRAFTING APPROPRIATE AND RELEVANT DOCUMENTATION
Knowledge & Understanding

7. UNDERSTAND CLIENT CARE AND MONEY LAUNDERING REQUIREMENTS AND APPLY AN IN-DEPTH UNDERSTANDING OF THOSE ISSUES IN COMMUNICATING APPROPRIATELY WITH THE RELEVANT PEOPLE OR BODIES ON SUCH ISSUES
Analysis

8. DEMONSTRATE COMPETENCE IN THE PRACTITIONER SKILLS APPROPRIATE TO THIS ELECTIVE PRACTICE AREA
Commercial Awareness and Professionalism

9. DISPLAY ORIGINALITY IN SOLVING PROBLEMS AND IMPLEMENTING STRATEGIES TO ACHIEVE THE CLIENT'S OBJECTIVES
Problem Solving

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.