Financial Solicitor

2 days ago


Evesham, Worcestershire, United Kingdom Mandaus Legal Search Full time
About the Role

We are seeking an experienced fee earner to join our expanding Wills and Probate/Private Client team at our Evesham office.

The ideal candidate will have 4 years PQE. SFE and STEP membership is an advantage.

Key Responsibilities
  • Administration of estates from start to finish, including preparation and application for Grant of Probate and Letters of Administration.
  • Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax, and Capital Gains Tax, and advising with regard to the same.
  • Attending to house clearances, collecting in and realising assets, and paying liabilities.
  • Distributing the estate and preparing income and distribution accounts.
  • Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.
  • Taking instructions and advising as necessary on Wills, assessing the capacity of the Client, and providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation.
  • Drafting, preparation, and attesting of Wills, applying for Statutory Wills, and drafting Trust documents.
  • Advising generally with regard to Trusts, Powers of Attorney, and Lasting Powers of Attorney, and drafting Powers of Attorney.
  • Dealing with the affairs of elderly clients, advising on financial matters, paying bills, and looking after their investments and assets.
  • Making applications to the Court for the appointment of a Deputy and all relevant orders and directions, complying with terms of Court Orders and directions, and producing accounts for the Court.
Requirements
  • Proven experience of business development.

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