One of our Legal Clients require a talented, friendly and enthusiastic Solicitor to join their Private Client team based in Cambridge. If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning) and keen to share your knowledge and experience to help develop others, this role could be exactly what you’re looking for. If you have previous experience working as Solicitor / Legal Executive, and are looking to strengthen your knowledge and experience further, this could be the role for you.
Our Client prides themselves on a friendly, approachable attitude towards staff and clients. They offer competitive salaries, flexible working and genuine progression opportunities, supporting you to achieve your goals, whilst maintaining a great life / work balance.
If you share a vision for delivering excellent service to clients, whilst progressing your own personal development in a welcoming and supportive environment, then we would love to hear from you.
Duties Include:
• Providing bespoke estate planning advice to mid to high net worth (HNW) clients
• Preparing complex Wills for mid to HNW clients
• Preparing Lasting Powers of Attorney for mid to HNW clients
• Dealing with the administration of taxable and non-taxable estates
• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute or case law
• Providing business succession planning to business owners including sole traders, partners and shareholders
• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
• Attending networking events to build firm reputation and develop professional connections
Ideal Experience
• 2+ years Post Qualified Experience
• Experience preparing self-assessment tax returns
• SFE and/or STEP membership (desirable)
Skills Required
• Excellent attention to detail, organisational and communication skills
• Great time management skills
• Self-motivated, outgoing and proactive
• Professional and works well both independently and in a team
• Calm under pressure
Benefits Include
Annual Bonus
26 days Holiday + Bank Holidays
Flexible / Hybrid working
Pension, Life Insurance and Income Protection
Healthcare cover and Insurance