Complex Private Client Specialist

15 hours ago


Birmingham, Birmingham, United Kingdom Stonor Legal Full time

We are seeking a highly experienced Complex Private Client Specialist to join our team in Gloucestershire. This is an excellent opportunity to develop your career with a leading law firm and work with leaders in the field.

The successful candidate will have significant experience of working on complex private client matters, including tax, trusts, estate planning, and estate administration. They will be responsible for advising clients on all aspects of private client matters, including cross-border estate planning, inheritance tax, capital gains tax, and income tax planning.

We estimate that this role comes with a competitive salary of £70,000 - £90,000 per annum, depending on experience. You can expect to work on a wide range of cases, from advising on the inheritance tax aspects of business reorganisation to dealing with complex international probates.

This is a great chance to develop your skills and knowledge in a dynamic and supportive environment. You will work closely with other departments within the firm on joint projects, maintain existing client relationships, and develop new ones.

  • Advise on all aspects of private client matters, including tax, trusts, estate planning, and estate administration
  • Work closely with other departments within the firm on joint projects
  • Participate in the growth and future development of the department, assisting in building the client base and marketing the Firm's services
  • Achieve agreed financial targets, both in respect of fee income and the recording of chargeable hours


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