Senior Manager, Private Client Services
4 weeks ago
Higgs LLP is a leading independent regional law firm committed to delivering exceptional results for our clients. Our vision is to be the go-to firm for private client services, recognized for our expertise and dedication to excellence.
We offer a unique and flexible work environment that allows our employees to grow and develop their careers. As a key member of our private client team, you will play a vital role in supporting clients with their wealth management needs.
Key Responsibilities
Review and advise on estate planning documentation, including lifetime trusts and will structures
Prepare and execute wills, including those that absorb qualifying business assets and agricultural assets
Develop and maintain an extensive understanding of inheritance tax and capital gains tax in the context of individuals and trusts
Provide expert advice on pilot trusts associated with pension planning and life policies
Work collaboratively with the private client team to deliver exceptional client service
Provide supervision and support to junior team members
Contribute to the implementation of the departmental business plan and the firm's business plan
About the Role
This is an exciting opportunity to join our dynamic private client team and contribute to the growth and success of Higgs LLP. As a key member of the team, you will have the opportunity to develop your skills and expertise, work with a talented and dedicated team, and make a real difference in the lives of our clients.
Higgs LLP is committed to developing a diverse and inclusive business, and we welcome applications from talented individuals who share our values and commitment to excellence.
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