- Dealing with Tax Planning, the preparation of Wills and Wealth Protection issues, HNW and complex matters.
- Deal with Lasting Powers of Attorney.
- Assist with Trusts, Probate including taxable estates, those with a foreign element and experience of claiming BPR and APR.
- A minimum of 4 years’ experience working in a private client team.
- The ability to manage own case load where this is required.
- The ability to effectively manage client correspondence including drafting letters, emails and legal documents as required.
- The ability to attend their Milton Keynes Office (or even other office locations) as required.
- 24 days holiday (increasing to 26 days in accordance with policy).
- 3% Employer Pension Contribution.
- BUPA Private Health.
- Death in Service Benefits.