A day in the private client team

27 April, 2017
by: Cripps Pemberton Greenish

This week the Cripps Pemberton Greenish in a Day team has chatted with second year Tom Pimenta. Keep reading to find out what it’s really like to be a trainee in an award winning private client team:

Tom’s Cripps Pemberton Greenish in a Day

8.45am: I arrive at work and see that a client wants to change their name for their passport. I look into the requirements to register a change of name deed. The Passport Office will change this on renewal and they will carry over up to nine months of the unexpired term so the client can renew this early without losing much of their expired term.

9.45am: Ahead of my 3pm meeting, I read the client’s previous will that we drafted seven years ago and the attendance notes on the file. I prepare an agenda of what is likely to be discussed so that the client is given a clear structure of the meeting.

10.15am: I draft an attendance note from a meeting that I attended yesterday to discuss a client’s capital gains tax position following her decision to purchase a second home and rent it out. My role at client meetings is to take detailed notes and prepare the attendance note from the meeting to be sent to the client. This has enabled me to learn about a broad range of areas from an expert in their field.

12.15pm: An email comes in from a client with confirmation of who she and her husband would like to appoint as their replacement attorneys under their lasting powers of attorney (LPAs) for financial and health and care decisions.

I prepare the LPAs and a letter to Cripps Pemberton Greenish authorising us to disclose their will to the appointed attorneys when appropriate. I also draft a letter from them to their medical practitioners authorising disclosure of their medical records to their attorneys (again when appropriate). This is so that the attorneys can make informed decisions without requiring the doctors or lawyers to breach the donor’s confidentiality.

1.00pm: I have lunch with some of the other trainees in the “Sky Lounge” dining area on the top floor of the new Tunbridge Wells office. This area has a range of seating and a balcony area to have your lunch and enjoy the views of Tunbridge Wells.

2.00pm: I call a client to finalise a few details with his plans for his will and the shares he wants to divide his residuary estate into. I draft the will to incorporate these shares.

3.00pm: I attend a client meeting to discuss the client’s will, their domicile and whether they would like to draft LPAs. This seat involves a lot of client meetings so is an excellent opportunity to observe the different styles of different solicitors when advising clients. I feel that it is important to tailor the advice and delivery to the client and have seen many useful techniques of this from my colleagues at these meetings.

4.30pm: Cripps Pemberton Greenish Trust Corporation is appointed as attorney for a number of our clients on their financial LPAs. For one of these clients, an invoice comes in for her care fees. I pay these by preparing a cheque to be signed by a partner and drafting the letter back to the care home.

I also send out a chaser email to an auction house, who is selling the client’s property to request details of the result of yesterday’s auction.

4.45pm: I have been asked to help with a contentious matter. A client of ours wants to challenge her father’s latest Will that reduced her share of his estate. As our client is a “person who may have a claim arising out of the patient’s death,” we have obtained her father’s medical records from the hospital with a request for the records under the Access to Health Records Act 1990. I review these records to see if there is anything that we can use to argue that he did not have capacity when he made his last will.

6.15pm: I finish off my to-do list and leave the office to attend the “End of Quarter Drinks.” These are organised by the trainees at local venues and are excellent opportunities to meet people around the firm and catch up with those who I worked with in previous seats.

Tom’s profile

Name: Tom Pimenta

Current Seat: The Advisory Group (Private Client)

Previous Seats: Development, Commercial Disputes, Investment (Commercial Property), Employment

Studied: Law (LLB) at the University of Southampton, LPC at the University of Law, London Bloomsbury

Outside of work, I can usually be found… playing football twice a week, going to the gym or catching up with friends and family