Probate Services Specialist

4 days ago


St Albans, Hertfordshire, United Kingdom Pro-Tax Full time

Taxation and Estate Planning Expertise

Pro-Tax is seeking a seasoned Tax & Trusts Director to lead our trust, estate planning, and probate services. As a key expert in trust taxation, probate, and inheritance tax, you will be responsible for driving our services, ensuring both technical excellence and the highest standard of client care.

This leadership role involves overseeing trust and probate matters, providing strategic advice on wills, estate planning, and inheritance tax, and working closely with clients to deliver tailored guidance in line with current regulations.

Responsibilities:
  • Client Engagement: Assess client needs, scope out projects, and establish pricing for trust, probate, and estate planning services.
  • Client Onboarding: Manage the initial client onboarding process, including preparing engagement letters and conducting KYC checks.
  • Estate and Trust Preparation: Draft and review estate and trust accounts and tax returns, ensuring compliance with relevant regulations.
  • Business Development: Identify and contribute to practice growth opportunities.
  • Minimum 5 years' experience in probate or private client services is necessary.

The estimated salary range for this position is £80,000-£110,000 per annum, depending on your level of experience. If you have the expertise and passion for taxation and estate planning, apply now to join our team at Pro-Tax.



  • St Albans, Hertfordshire, United Kingdom Cedar Full time

    **Director of Probate Services Job DescriptionAt Cedar, we are seeking a Director of Probate Services to lead our probate team. The ideal candidate will have a strong background in trust taxation, non-contentious probate, and inheritance tax planning.**Key Responsibilities:**Advise clients on trusts, estate planning, and inheritance tax.Oversee probate...


  • St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time

    Job DescriptionThe Probate Services Manager will be responsible for managing the probate services team, ensuring timely delivery of high-quality services to clients. This includes working with private client partners, supporting the Head of Legal Services with regulatory matters, and monitoring key deadlines.The role involves onboarding new clients,...

  • Probate Specialist

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    About the OpportunityA leading Legal 500-ranked law firm based in Hertfordshire seeks a Contentious Trusts and Probate Solicitor to join its award-winning Will's Trust and Probate team.The RoleThis mid-level position offers an excellent career progression opportunity, working alongside experienced partners to advise clients on contentious trusts and probate...


  • St Albans, Hertfordshire, United Kingdom Ambition Full time

    We are looking for a highly skilled Probate Tax Specialist to join our team, based in the UK. As a specialist in probate tax, you will play a key role in driving our services forward.About the Team:Ambition is a leading provider of tax advisory services. We pride ourselves on delivering exceptional results for our clients, and we are committed to providing a...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    Job DescriptionA leading law firm in Hertfordshire is seeking an experienced Contentious Trusts and Probate Solicitor to join their award-winning team. As a Contentious Trusts and Probate Lawyer, you will work closely with partners to advise clients on contentious trust and probate matters.The ideal candidate will have a minimum of 5 years'...


  • St Albans, Hertfordshire, United Kingdom Ministry of Justice Full time

    About the RoleAs a Probation Services Officer, you'll work with medium and lower risk clients to assess and manage risks, provide information to courts, and collaborate with agencies to support offenders.This involves providing practical advice about housing and employment, listening to individuals, and working with other agencies to prevent crime and meet...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    About the RoleWe are seeking a highly experienced Contentious Trusts and Probate Lawyer to join our client's award-winning Will, Trust and Probate team in Hertfordshire.The successful candidate will be responsible for advising clients on contentious trust and probate matters, working closely with existing partners and providing excellent career progression...


  • St Albans, Hertfordshire, United Kingdom LHH Recruitment Full time

    Job DescriptionWe are seeking an experienced Trusts and Estates Director to join our team. The ideal candidate will have a strong background in probate services, trust administration, and tax planning.


  • St Albans, Hertfordshire, United Kingdom Cedar Full time

    Leadership OpportunityWe are seeking a highly skilled professional to join our team as a Taxation and Estate Planning Lead. In this role, you will have the opportunity to lead our team in providing strategic estate planning advice to clients, utilizing your expertise in trust taxation, non-contentious probate, and inheritance tax planning.Key...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    About the OpportunityWilliam James Recruitment is a leading recruitment partner to law firms in the UK and internationally. We work with top-tier clients, including Legal 500-ranked firms.The RoleWe are currently working with a highly regarded law firm in Hertfordshire that is consistently ranked highly across its practice areas. The firm has a strong...

  • Probate Lawyer

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    About the OpportunityWe are pleased to present a chance to join a leading law firm in Hertfordshire, ranked highly across its practice areas. The firm is consistently recognized for its commitment to the local community and exceptional client service.The award-winning Will's Trust and Probate team is recruiting a Contentious Trusts and Probate Lawyer to work...


  • St Albans, Hertfordshire, United Kingdom Mercer & Hole Full time

    Job Title: Probate and Estate DirectorWe are seeking an experienced Probate and Estate Director to lead our probate and estate services team at Mercer & Hole. The ideal candidate will have a deep understanding of probate and estate law, as well as excellent leadership and communication skills.ResponsibilitiesLead the delivery of probate and estate services...

  • Probate Specialist

    3 weeks ago


    St Albans, Hertfordshire, United Kingdom LHH Recruitment Full time

    About the OpportunityWe are seeking a highly skilled Head of Probate and Trusts Division to join our team at LHH Recruitment. In this challenging position, you will be responsible for leading our probate and trusts division and providing non-contentious probate services to clients via our trust corporation.You will work closely with our Private Client...

  • Probate Lawyer

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    About the OpportunityWilliam James Recruitment is pleased to present an exciting opportunity to join a leading Legal 500-ranked law firm in Hertfordshire.The Role: Contentious Trusts and Probate Lawyer - Up to £80,000This esteemed law firm has been consistently ranked highly across its practice areas. The award-winning Will's Trust and Probate team, ranked...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    Lawyer OpportunityAre you a skilled Contentious Trusts and Probate Solicitor looking for a new challenge? Join our client's award-winning team in Hertfordshire as a mid-level Contentious Trusts and Probate lawyer. You will work closely with experienced partners to advise clients on contentious trusts and probate matters, developing your expertise and...


  • St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full time

    Senior Probate Advisor PositionCedar Recruitment is recruiting for a Senior Probate Advisor to join our team. This role will involve working closely with clients to provide expert guidance on probate processes and estate administration.About the Role:This position requires a deep understanding of probate laws and regulations.The ideal candidate will have...


  • St Albans, Hertfordshire, United Kingdom Ambition Full time

    We are seeking an experienced Probate Tax Services Director to lead our dynamic team, based in the UK. This is a fantastic opportunity for a seasoned professional to provide strategic direction in probate tax services.Key Responsibilities:Lead and manage the probate tax department, ensuring efficient service delivery.Provide expert advice on probate tax...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    Company Overview">A leading UK law firm based in Hertfordshire, consistently ranked highly across its practice areas throughout legal directories.We are a well-established full-service law firm with an award-winning Will's Trust and Probate team, ranked Tier 4 in the Legal 500 2024.


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    Job Summary:A reputable law firm in Hertfordshire is seeking a Contentious Trusts and Probate Lawyer to join its busy team. This role involves advising clients on contentious trusts and probate matters, working closely with experienced partners to deliver exceptional client service.Key Responsibilities:You will be responsible for providing expert advice on...


  • St Albans, Hertfordshire, United Kingdom William James Recruitment Full time

    Job OverviewWe are looking for a skilled Contentious Trusts and Probate Solicitor to join our top-tier law firm in Hertfordshire.The successful candidate will be part of a dynamic team that provides expert advice on contentious trust and probate matters to a wide range of clients.Our client is committed to delivering exceptional client service and has...