Probate Solicitor/Legal Executive

6 days ago

Taunton, Somerset, United Kingdom Clarke Willmott LLP Full time
Job Description

Role: Solicitor/Legal Executive

Location: Taunton

Hours: Full time

Term: Permanent

Job Summary

We are seeking a qualified Solicitor/Legal Executive to join our estate administration team in Taunton. As a key member of our team, you will be responsible for advising on all sizes of estates and types of assets, including inheritance tax and capital gains tax issues.

Key Responsibilities
  • Advising executors on the content and effect of Wills, including any connected issues regarding the validity of the Will and on the operation of the Intestacy Provisions where no Will exists.
  • Liaising/negotiating directly with HMRC regarding the availability of reliefs and exemptions from inheritance tax.
  • Advising and preparing the full suite of inheritance tax returns and estate accounts.
  • Providing excellent client service and building relationships of trust and respect with clients.
Requirements
  • Qualified Solicitor/Legal Executive with a good standard of experience in estate administration.
  • Excellent communication skills, impeccable spelling, and grammar.
  • Proficient with Microsoft packages, including Excel and PowerPoint.
  • Ability to learn new databases and bespoke IT systems.
  • Initiative and problem-solving skills, with a willingness to learn and develop.
About Us

Clarke Willmott LLP is a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients.

What We Offer
  • A comprehensive learning and development programme.
  • A range of wellbeing initiatives to support your career journey.
  • A hybrid working environment.

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