- Advising clients on Inheritance Tax and Estate Planning, including drafting Wills and Trusts as needed. While not essential, knowledge of Agricultural Property Relief and Business Property Relief (or a willingness to learn) would be beneficial.
- Preparing Lifetime Trusts and supporting the Head of Private Client in implementing Trust administration procedures.
- Managing estate administration, including calculating Inheritance Tax liabilities and ensuring applications for relevant reliefs are submitted.
- Taking client instructions, drafting Lasting Powers of Attorney, and overseeing the registration process.
- Supporting the team and firm’s marketing efforts.
- Collaborating with the Head of Private Client and other Fee Earners to help achieve the firm’s corporate objectives.
- Undertaking any additional duties as required by the Head of Private Client and/or the Directors.
Private Client Solicitor/CILEX
Law Staff Limited
Posted 13 hours ago, valid for 15 days
Towcester, Northamptonshire NN12 6AE, England
Full Time
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Sonic Summary
- Our client is seeking a Private Client Solicitor/CILEX with over 4 years PQE to join their expanding Private Client Department.
- This role involves advising clients on Inheritance Tax and Estate Planning, managing estate administration, and drafting legal documents such as Wills and Trusts.
- The firm, established in 1990 and recognized by Legal 500 and Chambers & Partners, offers a supportive environment with opportunities for career progression.
- The position includes a competitive salary and benefits such as a performance-based bonus, private healthcare, and flexible working arrangements.
- Candidates should be passionate about client care and ready to contribute to a dynamic team while handling high-net-worth private client matters.