Private Client Specialist

1 month ago


Cambridge, Cambridgeshire, United Kingdom Silverstone Technology Cluster Limited Full time

The Private Client team at Silverstone Technology Cluster Limited is looking for a Private Client Specialist to provide bespoke legal advice to clients in Cambridge. The successful candidate will have 8+ years PQE, experience preparing self-assessment tax returns, and SFE and/or STEP membership. They will also be responsible for advising on complex Will preparation and Lasting Power of Attorney documents, administering taxable and non-taxable estates, and preparing Trust documentation.

Responsibilities:
  • Provide bespoke legal advice to mid to HNW clients
  • Prepare complex Wills and Lasting Powers of Attorney documents
  • Deal with the administration of taxable and non-taxable estates
  • Prepare Trust documentation, including drafting settlements and subsequent resolutions and deeds necessary to administer settlements
Benefits:
  • Estimated salary: £70,000 - £100,000 per annum
  • Bonus, holidays, birthday off and voucher, pension, life insurance, Vitality health insurance, Medicash healthcare cash plan, wellbeing support, and more


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