Asset Management Solicitor
1 month ago
The Private Client department at our esteemed client is seeking a skilled Private Client Solicitor to join their team. As a Private Client Solicitor, you will play a crucial role in providing comprehensive lifetime and testamentary tax and estate planning advice to clients. This will involve preparing wills, trust documentation, and offering guidance on tax and trust matters. You will work closely with the tax and trust team to ensure seamless service delivery and collaborate with partners and team members to provide expert advice to clients.
Key Responsibilities
* Provide tax and estate planning advice, trust structuring advice, and prepare wills and related testamentary documents.
* Collaborate closely with the tax and trust team to ensure seamless service delivery.
* Advise on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters.
* Offer advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments.
* Assist in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring.
* Handle tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses.
Requirements
* Strong background in Private Client work.
* Good knowledge of tax, trust, and private client law.
* Track record of meeting time targets and billing requirements.
* 4-6 Years PQE as a private client solicitor.
Benefits
* Salary: Can be discussed but would usually range from around £70,000 to £90,000 DoE.
* 4x Life Assurance.
* Permanent Health Insurance.
* Medical Insurance (after successful completion of probation period).
* BUPA Cash plan (after successful completion of probation period).
* BUPA Health Assessment (after successful completion of probation period).
* BUPA Dental.
* Auto-enrolment in the firm's Group Personal Pension Scheme (after 1 complete calendar month qualifying period).
* Discretionary Bonus Scheme and Introduction Bonus Scheme.
* Interest-free season ticket loan after 3 months.
* Cycle to Work Scheme.
* Holiday Purchase.
* Wellbeing Programme.
* Gym flex.
* 28 days holiday.
How to Apply
Please contact Law Staff Legal Recruitment for more information.
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