Private Client Solicitor

2 months ago

Evesham, United Kingdom ACS Recruitment Solutions Ltd Full time
Private Client Solicitor EveshamFull TimeCompetitive Salary      Probate
  • Dealing with administration of estates from start to finish.
  • Preparation and application for Grant of Probate and Letters of Administration.
  • Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
  • Attending to house clearances where appropriate
  • Collecting in and realising assets and paying liabilities
  • Distributing the estate and preparing income and distribution accounts
  • Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.
Wills
  • Taking instructions and advising as necessary
  • Assessing the capacity of the Client, where necessary
  • Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
  • Drafting, preparation and attesting of Wills
  • Applying for Statutory Wills, where necessary
Trusts and Tax
  • Advising generally with regard to Trusts
  • Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
  • Drafting Trust documents
Powers of Attorney/Lasting Powers of Attorney
  • Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
  • Assessing the capacity of the Client, where necessary
  • Drafting Powers of Attorney
  • Preparing applications with regard to the registration of Enduring Powers of Attorney
  • Acting as Certificate Providers
Advising and looking after interests of elderly clients
  • Dealing with their affairs either under Power of Attorney or without Power of Attorney
  • Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
  • Advising with regard to DSS benefits and making necessary applications
  • A knowledge of social care and CHC funding would be useful.
Court of Protection
  • Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
  • Complying with terms of Court Orders and directions
  • Producing accounts for the Court
  • Dealing with all necessary formalities of the Court and generally with the Patient’s affairs
Business Development
  • Proven experience of business development
Company Perks:
  • Our client offers a work-life balance, flexibility including hybrid working.
  • 25 days holiday + BHs.
  • Annual bonus related to achievement of fee income targets.
  • Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).
  • Comprehensive training and development opportunities.

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