Job Description
About the Firm A highly regarded SME law firm blends technical excellence with a deeply personal approach. The Private Client team delivers peace of mind, be it from simple Will drafting, probate and estate administration through to more complex lifetime tax efficiency and next generation wealth preservation. With welcoming, relaxed offices and a culture that puts people first, the firm offers a work environment where professionalism meets personality, serious about the work, never about ego.
What the Role Involves The Private Client Tax Solicitor will play a key role in delivering strategic, high-level tax planning to individuals, families, and trustees. Working closely with legal and financial advisers, they will lead on a range of sophisticated, cross-disciplinary matters, including:
1. Inheritance Tax & Estate Planning – Crafting bespoke IHT strategies using lifetime and Will trusts, planning for business property relief, and structuring multi-generational succession arrangements.
2. Capital Gains & Income Tax Advisory – Advising on CGT and income tax for individuals and trusts, particularly in connection with estate planning, property transactions, investments, and pensions.
3. Trust Structuring & Compliance – Designing, implementing, and maintai...