Inheritance Tax Specialist Solicitor

7 days ago

Haslemere, Surrey, United Kingdom Law Staff Legal Recruitment Ltd Full time

About the Role: We are seeking an experienced Private Client Solicitor to join our team. The ideal candidate will have a minimum of 3+ years PQE and the ability to deliver a comprehensive range of private client services.


Key Responsibilities:



  • Will drafting: Provide expert advice and drafting services for clients, ensuring their wishes are accurately and effectively documented.
  • Probate and estate administration: Manage the administration of estates, including obtaining grants of probate and letters of administration, and ensuring smooth estate settlement.
  • Inheritance tax planning and trusts: Advise clients on inheritance tax matters, helping to develop effective strategies to minimise liabilities and manage trusts.
  • Lasting powers of attorney and Court of Protection work: Assist clients in setting up lasting powers of attorney and handle matters related to the Court of Protection.
  • Client relationship management: Build and maintain strong client relationships, providing a high level of service and tailored advice.
  • Team collaboration: Work independently while also contributing to and learning from the private client team.

Qualifications and Experience:



  • Minimum of 3+ years PQE in private client work.
  • Strong knowledge and experience in wills, probate, estate administration, inheritance tax planning, and trusts.
  • Proficiency in managing lasting powers of attorney and Court of Protection matters.
  • Experience in contentious probate is desirable but not essential.
  • STEP membership and/or Association of Lifetime Lawyers membership would be an advantage.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:



  • Competitive package: Attractive remuneration and benefits package.
  • Varied and interesting caseload: Opportunity to handle a diverse range of cases and clients.
  • Autonomy: Freedom to grow and develop your caseload with the support of the private client team.
  • Professional development: Further training and full support on more complex matters to enhance your expertise and career growth.

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