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- Drafting and executing wills, guiding clients through the probate process.
- Providing advice on inheritance tax, capital gains tax, and succession planning.
- Establishing and managing trusts, ensuring clients' assets are protected for future generations.
- Assisting clients with lasting powers of attorney and Court of Protection applications.
- Advising on estate planning in relation to lump sum pension death benefits and life policies.
- Managing contentious trusts and probate matters to achieve fair resolutions.
- You will have experience in Trusts and Estates, ideally with a focus on inheritance tax, succession planning, and estate administration.
- You will have a client-focused approach, with the ability to build strong relationships and deliver tailored solutions.
- A strong understanding of trusts, wills, powers of attorney, and probate is essential.
- Experience in managing contentious trust and probate matters would be advantageous.
- You will be a proactive, efficient, and empathetic individual, able to handle sensitive matters with care and professionalism.
- Competitive salary and benefits package.
- Opportunities for career progression and professional development.
- Supportive and collaborative work environment.
