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Brierley Hill, Dudley, United Kingdom Higgs LLP Full time{"h1":{"text":"Private Client Role at Higgs LLP"}}, Job Overview Higgs LLP is seeking a skilled Private Client professional to join our team. As a Private Client Specialist, you will play a key role in supporting clients with their wealth management needs. Key Responsibilities Review and advise on estate planning documentation, including lifetime trusts...
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Senior Private Client Solicitor
2 months ago
Job Summary
We are seeking an experienced Senior Private Client Solicitor to join our Private Client team at Higgs LLP. As a key member of the team, you will be responsible for providing expert advice to clients on a range of private client matters, including wills, trusts, and estate planning.
Key Responsibilities
- Review existing estate planning documentation, including lifetime trusts and will structures, and advise on their suitability.
- Prepare all types of wills, including those to absorb qualifying business assets and agricultural assets, and have a thorough understanding of the role of trusts for asset protection purposes.
- Develop and maintain a strong knowledge of inheritance tax, capital gains tax, and other relevant tax laws.
- Advise on pilot trusts associated with pension planning and life policies, and have a good understanding of business trusts and cross-option arrangements.
- Work closely with the wider private client team to support clients on all aspects of wealth work.
- Provide supervision and support to junior team members, contributing to bi-monthly file reviews and ensuring efficient administration, billing, and cost recovery.
- Assist in implementing the departmental business plan and the firm's business plan, contributing to the wealth business plan and growing a professional following to introduce new work streams.
- Stay up-to-date with changes and developments in the law through continuing professional development (CPD) and maintain a strong profile, network, and reputation within the business community.
What We Offer
Higgs LLP is committed to developing a diverse business by engaging with the widest pool of talent and promoting equality of opportunity for everyone. We offer a hybrid working arrangement, allowing you to complete your best work from the most appropriate location. Our Higgs' Best FIT principles ensure that people are able to work in a flexible, inclusive, and collaborative environment.