- Wills of all types from Instruction to Signature.
- Lasting Powers of Attorney from Instruction to Registration.
- Obtaining Grants of Representation, and administering and distributing Estates (including the preparation of Estate Accounts).
- Advising on Inheritance Tax planning, and implementing appropriate arrangements, including the preparation of lifetime trusts and other gifting (to include Deeds of Variation).
- Preparation and submission of Inheritance Tax Accounts and advising on Inheritance Tax liability, with particular reference to Agricultural and Business Property Reliefs.
- Administering Lifetime and Will Trusts, including the preparation of Trust Accounts and Tax Returns and Deeds to alter or terminate trusts; attending to distribution.
- Preparing and submitting Court of Protection Deputyship applications and ancillary applications.
- Advising Attorneys on their duties and responsibilities and assisting where required.
- A STEP qualification is preferred but is not a prerequisite. We would expect the successful candidate to actively pursue the full STEP Diploma if this has not already been obtained.