1-3 year PQE Probate and Trust Fee-earner
2 weeks ago
One - three years' PQE, either holding STEP membership already, in the process of acquiring the qualification or be keen to work towards this, although not essential to the role.Personal Skills
Good team player, flexible, self-sufficient, good IT literacy, ability to deal with clients from a broad demographic from the more modest to the high net worth, an ability to work with older clients, adaptable and motivated and content to work in a busy, fast-moving environment.
The fee-earner will be supervised and given support but must be happy to work on their own initiative and independently.The Role
Workload will mostly involve Probate and administration of estates, from the basic (below IHT threshold) to the more valuable / taxable estates involving IHT400's and relevant schedules, claiming appropriate reliefs.
Ability to administer estates where the deceased has died intestate and a good understanding of the intestacy rules and procedures.
An understanding of trusts and basic principles of tax affecting trusts upon creation and during the lifetime of a trust, when their use would be appropriate within Wills and creation of a trust may be desirable during lifetime.
A basic understanding of the set up and administration of Life Interest trusts and Discretionary trusts following a death where such trusts are to be found in a deceased's Will, as well as an understanding of the mechanism for collapsing Discretionary trusts as part of the administration of an estate if not required.Benefits
Our holiday entitlement starts at 25 days per annum and increases by one day per year to a maximum of 30 days.
We also provide fully-paid time off over the Christmas break.
Furthermore, we offer one day of paid leave for each employee to celebrate their birthday.
Private Healthcare covers all staff after a qualifying period and our auto-enrolment pension scheme includes an employer contribution.
Free parking is provided at our office (PO20 2FT).
If you are interested please submit your CV to Tanya Browns Recruitment Group as directed.
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