Private Client Specialist

1 day ago


Midsomer Norton, Bath and North East Somerset, United Kingdom Legal Southwest Full time
Job Opportunity: We are seeking a skilled Private Client lawyer to join our team at Legal Southwest. This is an exciting opportunity for someone with experience in Private Client law, Will writing, and tax planning to contribute to the growth of our law firm.

In this role, you will have the chance to work on preparing Inheritance Tax Accounts, drafting estate accounts, and ensuring accurate documentation for Wills and Lasting Power of Attorney. Your expertise in income tax, capital gains tax, and inheritance tax will be valuable assets to our team.

Key Responsibilities:
  • Prepare IHT400 Inheritance Tax Accounts
  • Drafting estate accounts
  • Ensuring Wills and Lasting Power of Attorney documentation is accurate
  • Conduct legal research and use online research services
Requirements:
  • Strong background in Private Client law
  • Solid legal and Will writing experience
  • Experience with tax planning in the context of lifetime planning
  • Proficiency in Microsoft Office Suite (Excel, Word, and Outlook)
What We Offer:
  • Competitive salary up to £45,000
  • Payment of CILEx membership renewal fees
  • Free Will for you and discounted legal services for your friends and family
  • Annual target bonus scheme
  • Company pension contributions
  • 20 days holiday plus bank holidays (rising to 25 after 1 year of service)
  • 2 days gifted holiday at Christmas and full office closure
  • Social events arranged by the Socials Committee


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