LC4S072 - Private Client in Practice 01 Sep 2022 - 31 Aug 2028 | Version 1

Associated Module Information

Module Code: LC4S072
Module Title: Private Client in Practice
Faculty: Faculty of Business and Creative Industries
Faculty Group: Law
Faculty Sub Group: Law
Module Leader: Leane Barnes
Module Team: Hannah Menard
First Intended Intake: SEP 2022 Final Year of Intake: 2027
Date Closed:
Credit Value: 20 Credit Level: 7
Language: English
Percentage of Module Taught in Welsh: 0
Equivalent Module:
HECOS codes: 100692 - legal practice
HECOS Code Weighting: 100

Document Version Information

Version 1
Valid From 01 Sep 2022
Valid To 31 Aug 2028

Module Aims

The module will provide a basis for study for students to:
1. Develop knowledge and understanding of the fundamental principles of Private Client in Practice in England and Wales
2. apply the principles to case-based scenarios

Content Summary

The module comprises of the following elements:
• Tax and Estate Planning
• Wills
• Claims under the Inheritance Act (Provision for Family and Dependants) Act 1975
• Powers of Attorney
• The elderly client

Learning and Teaching Methods

Activity Type Hours
Seminar 40
Independent Study 110
Directed Study 40
Formative Assessment - Independent 10
Total Hours Selected 200

Learning Outcomes

# Learning Outcome
LO1 Evidence and apply a in-depth knowledge and understanding of Private Client in practice.
LO2 Apply in-depth knowledge and a systematic understanding to problem situations involving different degrees of complexity in order to provide reasoned and evidenced conclusions

Module Requisites

N/A

Assessment Criteria

Assessment Category Assessment Type Description Duration Word Count Weight (%) Best of? Pass Mark
Synchronous Online Assessment Time-constrained assessment (Online) 1 Time-constrained assessment: Testing knowledge, understanding and application in the area of Private Client in Practice 180 N/A 50 No 40
Synchronous Onsite Oral Assessment Oral Assessment (Internally assessed, Onsite) 1 An individual oral presentation testing knowledge, understanding and application in the area of Private Client in Practice 15 N/A 50 No 40

Assessment Matrix

Assessment Type Learning Outcomes
LO1 LO2
Time-constrained assessment (Online) 1
Oral Assessment (Internally assessed, Onsite) 1

Reading List

Books
King L, Private Client: Wills, Trusts and Estate Planning (College of Law Publishing 2021)
Bamford B and others, Legal Foundations (College of Law Publishing 2021)

Websites
www.gov.uk
www.ageuk.org.uk
Private client | The Law Society
Tax | The Law Society

Other
Lexis Library/PSL
Westlaw
Practical Law

Oxford University Press
Jones B, Wills, the Administration of Estates, Trusts and Solicitors Accounts (Oxford University Press 2022)
Hodgson R, Ethics and Professional Conduct (Oxford University Press 2022)

Revise SQE
Thomas M, Ethics and Professional Conduct (Fink Publishing 2022)
MacDonald SH, Wills and the Administration of Estates (Fink Publishing 2022)

University of Law
Kempton J & Williams G, Wills and the Administration of Estates (University of Law 2022)
Kempton J, Ethics and Professional Conduct (University of Law 2022)