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- Drafting bespoke, tax-efficient Wills tailored to individual circumstances.
- Providing strategic advice on inheritance tax planning and asset preservation.
- Advising on the establishment and use of lifetime trusts, particularly for care fee planning.
- Administering estates, including those involving complex or taxable assets.
- Managing the administration of trusts and ensuring full legal and regulatory compliance.
- Preparing and registering Lasting Powers of Attorney for clients and their families.
- Making applications to the Court of Protection and advising on deputyship and related matters.
- A qualified Solicitor with experience handling a complex caseload
- A solid foundation in private client law, particularly Wills, Probate, Trusts, and Tax Planning.
- Excellent communication skills and a warm, approachable manner when dealing with clients.
- Confidence in managing your own caseload, with strong organisational skills.
- A collaborative team player who is also capable of working independently.
- A commercially aware and proactive individual with an interest in business development.
