Family and Trusts Attorney
1 week ago
Job Description:
We are seeking a highly skilled and experienced Private Client Solicitor to join our expanding practice in Monmouth. As a Private Client Solicitor, you will be responsible for managing and handling a range of work for private clients.
About the Role:
You will have the opportunity to work with a diverse range of clients, advising on estate planning and capital taxes, including Inheritance Tax and Capital Gains Tax. You will also be responsible for establishing, administering, and registering lifetime trusts and Will trusts.
Your Key Responsibilities:
- Preparing Wills, from straightforward cases to those involving high-net-worth estates and complex family arrangements.
- Advising on estate planning and capital taxes, including Inheritance Tax and Capital Gains Tax.
- Establishing, administering, and registering lifetime trusts and Will trusts.
- Administering both taxable and non-taxable estates.
- Drafting Lasting Powers of Attorney and handling Court of Protection applications.
- Assisting with elderly client matters and addressing capacity issues.
Requirements:
- Solicitor of 3+ PQE.
- STEP qualification preferred but not essential.
- Dynamic, personable, and team-oriented.
- Strong written and verbal communication skills, with the ability to convey complex legal concepts clearly.
- Excellent analytical and critical thinking skills, with a high level of attention to detail.
- Highly organized, with strong IT proficiency.
- Skilled in managing client relationships and prioritizing tasks effectively.
- Effective communicator with a collaborative approach to teamwork.
- Experience in marketing and business development activities to support the Private Client Team and the Firm.
Salary: £60,000 - £80,000 per annum.
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