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Experienced Private Client Attorney

2 months ago


Brierley Hill, Dudley, United Kingdom Higgs LLP Full time

**Private Client Principal Associate Role**

**Private Client - Wealth**

  • Preparation of all types of wills to include wills to absorb qualifying business assets and agricultural assets and to have a good understanding of the role of trusts for asset protection purposes.
  • Review existing estate planning documentation to include both lifetime trusts and will structures and advise in connection with the suitability of the same.
  • Possess a good working knowledge of inheritance tax together with a good understanding of capital gains tax in the context of individuals and trusts.
  • The ability to support the partners to advise on pilot trusts associated with pension planning and life policies.
  • Working as part of the wider private client team in supporting clients where they require the assistance of the wealth preservation team.
  • Provide appropriate supervision and support to more junior team members with regard to their wealth caseloads to include contributing to the bi-monthly file reviews.
  • Efficient administration, billing and cost recovery to include meeting agreed targets both for self and to support the team in achieving the same.
  • Assist in the implementation of the departmental business plan and the firm's business plan as well as contributing towards the wealth business plan.
  • Keeping up to date with changes and developments in the law as part of continuing professional development (CPD).
  • Maintain a strong profile, network and continue to establish a reputation within the business community.