Private Client Solicitor

6 days ago


Bedford, United Kingdom IDEAL PERSONNEL Full time

Our client is looking for two talented, friendly and enthusiastic Private Client Solicitors to join their firm. If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning) and keen to share your knowledge and experience to help develop others, this role could be exactly what you’re looking forIf you share the vision for delivering excellent service to clients, whilst progressing your own personal development, in a welcoming and supportive environment, then they would love to welcome you into their firm.Responsibilities:Providing bespoke estate planning advice to mid to HNW clientsPreparing complex Wills for mid to HNW clientsPreparing Lasting Powers of Attorney for mid to HNW clientsDealing with the administration of taxable and non-taxable estatesPreparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlementsAdvising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case lawProviding business succession planning to business owners including sole traders, partners, and shareholdersProviding support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planningAttending networking events to build firm reputation and develop professional connectionsRequirements:5+ years PQEExperience preparing self-assessment tax returnsSFE and/or STEP membership (desirable)Personal Skills:Excellent attention to detail, organisational and communication skillsGreat time management skillsSelf-motivated, outgoing and proactiveProfessional and works well both independently and in a teamCalm under pressureWe are an equal opportunities employer and welcome applications from all qualified candidates. #J-18808-Ljbffr



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