Job Description
Well-regarded law firm in Gloucestershire is looking to recruit a Private Client (Tax, Trust & Succession) Lawyer of 0 to 1 year PQE. The team advises on a full range of Private Client work including: • Tax advice for individuals and their wealth • the orderly succession of wealth from one generation to the next • the creation and administration of trust and other vehicles to hold and manage private wealth • the governance of family-owned businesses • Will preparation, and • the administration of estates, testate and intestate.
The quality of work is high and examples of recent work include: • advising the trustees of a family trust holding an estate on the transfer of land to the next generation while mitigating future inheritance tax and drafting the relevant documentation • working with the strategic land team to advise a landowner on ways to structure the ownership of land before entering into a promotion agreement • advising a family business owner on the transfer of the business and on the inheritance tax position on their death • restructuring a Jersey trust and underlying company holding UK property which was created by a formerly domiciled resident now living in South Africa with a view to passing on the wealth to his Australian resident daughter and UK resident daughter • advising a UK/US couple on their estate planning including reviewing their lifetime revocable grantor trust and advising on the UK tax position • advising the executors of an estate holding significant farming-related assets on claims for APR and BPR, with a view to administering and arranging the estate for the benefit of the surviving spouse and long-term benefit of the wider family.
Applicants will have undertaken a Private Client seat during their training (ideally having experienced protecting wealth, estate planning and experience of estate administration work) or have relevant Paralegal experience and have now qualified (or are about to qualify) as a Solicitor. The firm is open to flexible working arrangements and happy for any candidate to put forward a flexible working pattern to meet their needs. The firm operates a hybrid working policy as a matter of course.