Tax and Estate Planning Associate

4 weeks ago

London, Greater London, United Kingdom Howard Kennedy LLP Full time

This is an excellent opportunity for a talented professional to join our highly regarded Wealth and Succession team with our Private Client department.

Our Private Client Department helps High Net Worth/Ultra High Net Worth individuals, their families and advisers with their tax and estate planning. Clients include entrepreneurs, business owners, artists, authors, musicians, members of foreign royalty, charities and sport professionals in the UK and overseas.

We benefit from the firm's wider private wealth offering that includes family, immigration, reputation management, business crime, residential property and cultural property.

We are known for our focus on delivering straightforward advice and solutions that resolve problems and creating the circumstances for a smooth and tax efficient transition of wealth between generations. We also regularly deal with estates containing business assets or containing assets in overseas jurisdictions, where we co-ordinate with lawyers and professionals in those jurisdictions to ensure the administration of the estate is a seamless and streamlined experience for the client.

Key Responsibilities
  • Liaising with Personal Representatives, ascertaining the assets and liabilities of the estate;
  • Supporting the estate accountant in preparing Estate Accounts;
  • Wills, trusts and estate planning for predominantly UK clients;
  • A good level of tax knowledge necessary for administration of estates, tax efficient Will drafting and related issues;
  • Experience of advising UK domiciled and international clients on various aspects of estates planning;
  • Good commercial understanding and ability to apply legal principles to client circumstances in a commercially aware manner;
Benefits
  • 25 days annual holiday
  • Permanent Health Insurance
  • Life Assurance
  • Interest free Season Ticket Loan
  • Pension Scheme
  • Staff Introductory Scheme
  • Employee Assistance Programme
About Us

With almost 200 lawyers in one location, we ensure our clients have the right team to help them get from where they are to where they want to be. We advise major corporates and institutions as well as entrepreneurial, ambitious enterprises which are often privately or family owned, or private equity backed.

At the same time, we recognise and reward individualism, celebrating the diversity of our people and supporting them to grow their practice and drive their own career advancement.

As well as client work, there is opportunity to broaden your horizons at the firm with fulfilling pro bono and charity projects. We have a regular social calendar full of wellbeing activities, charitable and social events too.

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