Associate Private Client Director

Found in: Jooble UK C2 - 2 weeks ago

Brierley Hill West Midlands, United Kingdom Higgs LLP Full time
About Higgs

Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community.

Our approach to our people draws on enjoyment, health & wellbeing, developing talent, technical excellence, training, reward and recognition.

Job Responsibilities
  • Review existing estate planning documentation to include both lifetime trusts and will structures and advise in connection with the suitability of the same
  • Preparation of all types of wills to include wills to absorb qualifying business assets and agricultural assets and to have an extensive understanding of the role of trusts for asset protection purposes
  • An excellent working knowledge of inheritance tax
  • A good understanding of capital gains tax in the context of individuals and trusts
  • The ability to advise on pilot trusts associated with pension planning and life policies
  • Working as part of the wider private client team in supporting clients on all aspects of wealth work
  • Provide appropriate supervision and support to more junior team members with regard to their wealth caseloads to include contributing to the bi-monthly file reviews
  • Efficient administration, billing and cost recovery to include meeting agreed targets both for self and to support the team in achieving the same
  • Assist in the implementation of the departmental business plan and the firm’s business plan as well as taking responsibility for contributing towards the wealth business plan and growing a professional following to lead to new work streams being introduced
  • Maintain a strong profile, network and continue to establish a reputation within the business community
Qualifications
  • Excellent working knowledge of inheritance tax and capital gains tax
  • Experience in preparing various types of wills
  • Strong understanding of trusts for asset protection purposes
  • Ability to provide supervision and support to junior team members
  • Efficient administration and billing skills
  • Good communication and networking skills
Benefits
  • The firm offers hybrid working wherever possible
  • Opportunity to grow a professional following and establish a reputation within the business community

As charter signatories to The Law Society’s Diversity and Inclusion Charter, Higgs LLP are committed to developing a diverse business by engaging with the widest pool of talent and promoting equality of opportunity for everyone.

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