- Advising clients on Inheritance Tax and Estate Planning, including drafting Wills and Trusts as needed. While not essential, knowledge of Agricultural Property Relief and Business Property Relief (or a willingness to learn) would be beneficial.
- Preparing Lifetime Trusts and supporting the Head of Private Client in implementing Trust administration procedures.
- Managing estate administration, including calculating Inheritance Tax liabilities and ensuring applications for relevant reliefs are submitted.
- Taking client instructions, drafting Lasting Powers of Attorney, and overseeing the registration process.
- Supporting the team and firm’s marketing efforts.
- Collaborating with the Head of Private Client and other Fee Earners to help achieve the firm’s corporate objectives.
- Undertaking any additional duties as required by the Head of Private Client and/or the Directors.
Private Client Solicitor/CILEX
Law Staff Limited
Posted a day ago, valid for a month
Towcester, Northamptonshire NN12 6AE, England
Full Time
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Sonic Summary
- Our client is seeking a Private Client Solicitor/CILEX with a minimum of 4 years PQE to join their expanding Private Client Department.
- The role involves advising clients on Inheritance Tax and Estate Planning, drafting Wills and Trusts, and managing estate administration.
- This position offers a competitive salary along with a performance-based bonus scheme, private healthcare, and a health cash plan.
- The firm, established in 1990, is recognized for its commitment to excellence and provides opportunities for career progression in a supportive environment.
- Candidates will benefit from flexible working arrangements and generous holiday entitlement, including 24-25 days plus bank holidays.