Legacy Planning Advisor

7 hours ago


Midsomer Norton, Bath and North East Somerset, United Kingdom Legal Southwest Full time
Private Client Solicitor: We are seeking a highly skilled Private Client solicitor to join our team at Legal Southwest. As a key member of our team, you will be responsible for delivering high-quality legal advice and services to our clients.

In this role, you will have the opportunity to work on a range of tasks, including preparing Inheritance Tax Accounts, drafting estate accounts, and ensuring accurate documentation for Wills and Lasting Power of Attorney. Your expertise in income tax, capital gains tax, and inheritance tax will be essential in providing excellent service to our clients.

About the Job:
  • Work as part of our Private Client team
  • Deliver high-quality legal advice and services
  • Prepare IHT400 Inheritance Tax Accounts
  • Drafting estate accounts
  • Ensure Wills and Lasting Power of Attorney documentation is accurate
Requirements:
  • Strong background in Private Client law
  • Solid legal and Will writing experience
  • Experience with tax planning in the context of lifetime planning
  • Proficiency in Microsoft Office Suite (Excel, Word, and Outlook)
What We Offer:
  • Competitive salary up to £45,000
  • Payment of CILEx membership renewal fees
  • Free Will for you and discounted legal services for your friends and family
  • Annual target bonus scheme
  • Company pension contributions
  • 20 days holiday plus bank holidays (rising to 25 after 1 year of service)
  • 2 days gifted holiday at Christmas and full office closure
  • Social events arranged by the Socials Committee
  • Opportunities for career progression


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