Private Client Solicitor - Leeds

Job Title: Private Client Solicitor
Office: Leeds
Salary: DOE

Job Summary:

My client is seeking a Private Client Solicitor to join their Private Client Team. This Private Client team is one of largest and most successful private client teams in the country, specialising in the administration of complex, high value & prestigious estates.


The Firm
A well-established, reputable firm of specialist Solicitors with offices in Leeds, Sheffield and Newcastle. Representing clients across the UK and are considered as one of the leading expert practices outside of London.


Benefits:
Competitive salaries
Agile Working
Enhanced Family Friendly Benefits
Generous holiday entitlement and holiday purchase scheme
Employee Assistance Programme
Pension scheme
Life Assurance scheme
Group Income Protection
Employee Wellness Initiatives
Private Medical Insurance
Socials
1200 chargeable hours per year

About the role

Working within a team you will have the opportunity to work with great clients, many of which have worked with us for many years. General responsibilities include but are not limited to:

Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
Considering and advising on the creation of new trusts as well as altering existing trusts
Compliance requirements for trusts and other entities, including the Trust Registration Service
Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc
The use of life insurance with trusts in estate planning
Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
Attendings meetings with the personal representatives and third parties, collating information on the assets and liabilities and verifying that information, arranging the valuation of assets, preparing applications for grants of representation, including both online submissions and paper applications, drafting full Inheritance Tax accounts and returns of estate information, dealing with HMRC enquiries
Drafting full estate accounts
Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
Advising on deeds of variation, deeds of disclaimer and other post death tax planning

Job Experience:
The ideal candidate

You will be a qualified Private Client Solicitor
A STEP Membership would be advantageous, although not essential providing you are happy to undertake this qualification in the future
Ability to prioritise and manage a varied caseload
Strong academic background
Excellent communication skills
Keen attention to detail