Senior Private Client Associate

1 month ago

England, United Kingdom Stonor Legal Full time

New - our client isa leading Legal 500 firm with an excellent reputation for their stellar Private Client practice who frequently leadon high-profile, and high-value, matters including complex estate administration; offshore trusts; tax concerns and wills and probate issues. Due to growth, an opportunity has arisen for an ambitious Senior Private Client Associate (5 PQE+) to join their Oxfordshire team and play an integral role in the future development of the practice.

We are seeking an individual with some private client experience (5+ PQE) preferably some exposure in general succession and tax planning, estate administration, and trusts work. This is an excellent opportunity to develop experience in abroad based team, recognised for providing a real alternative to the City for complex private client matters given the quality of the offering.

Responsibilities may include:

General day-to-day dealing, advising and liaising with clients on Private Client matters such as preparation of wills, estate planning, trusts, tax issues, powers of attorney, general estate administration and inheritance matters. Support department with all incoming instructions. Attending client meetings including home, residential and nursing homes as well as hospital visits. Developing strong relationships with clients and other local professionals. Preparation and drafting of documents and other correspondence. Handling client billing and ensuring all billing is accurate and timely. Using a case management system on a day-to-day basis. Engage in promoting the firm by attending marketing events, raising the Firm’s profile through social media channels and help in identifying client prospects.

You’ll work together with bright, enthusiastic team members on complex matters, as well as working closely with colleagues across the firm, whether building on strong ties with our family and contentious trusts groups, or providing a holistic client service working alongside our corporate and corporate tax teams.

Representative cases include:

  • Working closely with a wealthy local family to assist them with succession and tax planning over many generations
  • Advising a long-standing client on the inheritance tax aspects on the reorganisation of his fund management business to enable new talent to be incentivised and brought into the business
  • Dealing with a complex international probate where the deceased had assets in the UK, Portugal and Thailand.
  • Working alongside a very successful entrepreneur (net wealth £250m+) to consider a complex trust history for part of the business and whether this structure should be revised in light of current circumstances.
  • Advising on generational estate and trust planning for landed estate clients.

The Personal Tax, Trusts & Charities team undertakes the full spectrum of private client work, key areas being:

  • Succession planning through Wills and trusts, including cross border estate planning
  • All aspects of inheritance tax, capital gains tax, and income tax planning in relation to individuals and trusts
  • Probate and administration of estates and trusts, including domestic and international estates
  • Wealth structuring and planning for UK and non-UK domiciled clients
  • Advising fiduciaries and beneficiaries on UK and offshore trusts and other structures
  • Tax planning for entrepreneurs and business owners

You will ideally have a minimum of 6-12 months private client experience and have trained with a highly regarded city, regional or national firm with excellent academics. This is a genuine opportunity to progress your career with a top-tier practice and work with leaders in the field.

Whether the end client require advice on legal and tax structuring for business and investments, family and business governance, tax and estate planning, or, help with a vulnerable person, the firm deliver tailored solutions to meet a specific need.

This is an excellent opportunity to develop experience in a broad based team, recognised for providing a real alternative to the City for complex private client matters given the quality of their private client offering.

A significant volume of the work is for HNWI so any previous experience advising related clients would be an advantage. You can expect to advise a number of family offices and international families as to their ongoing affairs and international trust structures, including private trust company structures.

You can also expect to work closely with a number of business families advising on existing structures set up for the management and governance of the family business, its interaction with family trusts and associated estate planning measures.

A highly competitive financial package is on offer + career progression.

To apply, please submit your CV via the link below or contact: ben@stonorlegal.com

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