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- Proven background and demonstrable enthusiasm for Private Client work
- Claims under Inheritance (Provision for Family and Dependants Act) 1975
- Preparation of Wills
- Administration of Estates for business and private clients
- Lifetime and Post-Death Tax Planning
- Lasting Powers of Attorney
- Court of Protection Orders
- Residential and Nursing Care Issues
- Trust formation and administration
- Business development, social media and networking activities, as appropriate
- 3 years + PQE.
- The STEP or SFE qualification would be preferred but is not essential
- Knowledge of the law relating to Contested Wills and Inheritance Act claims
- Demonstrable experience of successfully having acted for clients in contentious Probate matters.
- Ability to advise and progress claims on behalf of a dependent under IPFDA 1975
- Experience in a variety of different areas of dispute in Probate, including disputes over the validity of a Will, capacity of the testator and disputes as to an estate administration and costs charged by the person administering an estate.
- Preparation of responses to a Larke v Nugus request.
- Demonstrate an understanding of the preparation of Wills (including Wills incorporating measures aimed at asset protection and mitigation of tax).
- Fundamental principles of inheritance, capital gains and income tax and their application in an estate planning context.
- Knowledge relating to formation, administration and taxation of trusts; administration of estates; deeds of variation.
- Preparation and registration of Lasting Powers of Attorney; providing specialist advice for elderly clients.
- Ability and willingness to learn and manage workload in an efficient and organised manner and meet clients’ demanding requirements.
- Able to communicate very well in writing using correct grammar and plain English.
- Enthusiastic, willing and strong team player, have an excellent balance between technical ability and commercial awareness.
- Possess strong organisational and inter-personal skills and be IT proficient.
- Being a part of an exciting, growing business who truly put clients first
- Flexible hybrid working
- Employee Pension Scheme
- Ongoing supportive training
- Generous holiday allowance
- Life Assurance
- Corporate Healthcare Plan
- Bonus Scheme
- Opticians Scheme
- Free Parking
- Staff Discounts
