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Private Client Lawyer

4 months ago

Leeds, United Kingdom The Legists Full time

We are working on behalf of well-established private outfit in the Leeds area, the team is one of the largest and most successful outside of London City.

The role would suit an associate level solicitor with private client experience around 5years PQE however, we would be open to having conversations with other levels. STEP Membership would also be advantageous but not essential.

**The Role**:

- Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
- Drafting full estate accounts
- Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
- Advising on deeds of variation, deeds of disclaimer and other post death tax planning
- Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
- Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
- Considering and advising on the creation of new trusts as well as altering existing trusts
- Compliance requirements for trusts and other entities, including the Trust Registration Service
- Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc.
- The use of life insurance with trusts in estate planning
- Qualified private client solicitor with 5PQE +
- Ability to prioritise and manage a varied caseload.
- Strong academic background
- Excellent communication skills
- Keen attention to detail

**Origin Legal Contacts**:
For a confidential discussion to find out more please contact Clare Traverse