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We have been exclusively retained to recruit a Lawyer for a well-established Single Family Office. The ideal candidate should have a strong background in tax, wealth structuring, and trust and estate planning, with extensive experience advising high-net-worth individuals, families, and business owners on complex private client matters.
Key Responsibilities
- Advising the family on estate and succession planning, including the use of wills and trusts.
- Providing specialist tax advice, including inheritance tax (IHT) and capital gains tax (CGT) planning.
- Structuring and administering trusts, family investment companies (FICs), and other wealth protection vehicles.
- Advising on cross-border estate planning and working alongside international legal and tax professionals.
- Acting for trustees, beneficiaries, and executors in relation to trust and estate administration.
- Handling probate matters, including complex and high-value estates.
- Advising on philanthropy, including the creation and administration of charitable trusts and foundations.
- Supporting the family with succession planning and wealth preservation.
- Keeping up to date with changes in legislation and advising clients accordingly.
Key Requirements
- 5+ years PQE with UK experience in private client law.
- Strong technical expertise in tax, trusts, and estate planning.
- Experience advising ultra-high-net-worth individuals (UHNWIs).
- A STEP qualification (or working towards it) is highly desirable.
- Strong drafting, negotiation, and communication skills.
- Ability to build and maintain strong client relationships.
- A proactive and commercial approach to problem-solving.
