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Our Private Client group is based across our Uxbridge, Beaconsfield, and Ascot Offices. The Group Head for Private Client is Shital Mehta.
The team is led by Jacqueline Almond, and they provide legal service to clients on all aspects of wills, trusts, tax planning, Enduring Powers and Lasting Powers of Attorney, Court of Protection and Probate law.
The wider Private Client group is recognised as a regional heavyweight and includes a specialist Estate Planning team, a High-Net-Worth Residential Property team, Contentious Probate team and an Education Law team.
To provide a high quality legal service to clients on all aspects of wills, trusts, tax planning, Enduring Powers and Lasting Powers of Attorney, Court of Protection and Probate law in line with the firm’s standards of performance. Ensure exemplary client care establishing trust and confidence and demonstrate strong financial management, commercial awareness and professionalism at all times.
Provide a high quality legal service to clients on all aspects of wills, trusts, tax planning, Enduring Powers and Lasting Powers of Attorney, Court of Protection and Probate law including:
Lifetime tax planning and trust drafting
Communicate succinctly both orally and in writing.
Research appropriate case law and technical and legal precedents to progress matters.
Educated to degree level (with a 2:1 or above) with a strong LPC pass or equivalent and hold a current unencumbered practising certificate from the SRA.
Indicatively, 0-3 years post qualification experience in this area of legal work.
Good technical grounding in this area of law.
Any following/ local connections (an advantage).
Flexible with the ability to work to tight deadlines whilst maintaining the highest quality standards and attention to details.
IT literate and self-sufficient in using document management systems, MS Office, and the internet. Previous experience in managing people within a team and supporting junior members of the team (desirable) in developing and widening their own career progression and legal experience.
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