Private Client Solicitor

4 months ago

Evesham, United Kingdom CV-Library Full time

Private Client Solicitor 
Evesham
Full Time
Competitive Salary         

Probate

Dealing with administration of estates from start to finish.
Preparation and application for Grant of Probate and Letters of Administration.
Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
Attending to house clearances where appropriate
Collecting in and realising assets and paying liabilities
Distributing the estate and preparing income and distribution accounts
Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same. 

Wills

Taking instructions and advising as necessary
Assessing the capacity of the Client, where necessary
Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
Drafting, preparation and attesting of Wills
Applying for Statutory Wills, where necessary 

Trusts and Tax

Advising generally with regard to Trusts
Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
Drafting Trust documents 

Powers of Attorney/Lasting Powers of Attorney

Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
Assessing the capacity of the Client, where necessary
Drafting Powers of Attorney
Preparing applications with regard to the registration of Enduring Powers of Attorney
Acting as Certificate Providers 

Advising and looking after interests of elderly clients

Dealing with their affairs either under Power of Attorney or without Power of Attorney
Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
Advising with regard to DSS benefits and making necessary applications
A knowledge of social care and CHC funding would be useful. 

Court of Protection

Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
Complying with terms of Court Orders and directions
Producing accounts for the Court
Dealing with all necessary formalities of the Court and generally with the Patient’s affairs 

Business Development

Proven experience of business development 

Company Perks:

Our client offers a work-life balance, flexibility including hybrid working.
25 days holiday + BHs.
Annual bonus related to achievement of fee income targets.
Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).
Comprehensive training and development opportunities

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