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Private Client Solicitor

ACS Recruitment Solutions Ltd
Posted 6 days ago, valid for 16 days
Location

Evesham, Worcestershire WR11 7PA, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Client Solicitor position in Evesham offers a competitive salary and requires a minimum of 3 years of relevant experience.
  • Key responsibilities include managing the administration of estates, preparing and applying for Grants of Probate, and handling tax forms related to various taxes.
  • The role also involves advising clients on Wills, Trusts, and Powers of Attorney, as well as providing support to elderly clients regarding their financial affairs.
  • Candidates should have proven experience in business development and a knowledge of social care and CHC funding would be beneficial.
  • Company perks include a work-life balance with hybrid working options, 25 days of holiday plus bank holidays, and various bonus schemes.
Private Client Solicitor EveshamFull TimeCompetitive 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.