We are recruiting for a qualified Private Client / Wills and Probate Lawyer to join our busy Whitefield Office.
The successful candidate will be taking over a very busy, successful and well managed caseload supported.
Duties
Probate
* Dealing with administration of estates from start to finish.
* Preparation and application for Grant of Probate and Letters of Administration.
* Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
* Attending to house clearances where appropriate
* Collecting in and realising assets and paying liabilities
* Distributing the estate and preparing income and distribution accounts
* Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.
Wills
* Taking instructions and advising as necessary
* Assessing the capacity of the Client, where necessary
* Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
* Drafting, preparation and attesting of Wills
* Applying for Statutory Wills, where necessary
Trusts and Tax
* Advising generally with regard to Trusts
* Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
* Drafting Trust documents
Powers of Attorney/Lasting Powers of Attorney
* Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
* Assessing the capacity of the Client, where necessary
* Drafting Powers of Attorney
* Preparing applications with regard to the registration of Enduring Powers of Attorney
* Acting as Certificate Providers
Advising and looking after interests of elderly clients
* Dealing with their affairs either under Power of Attorney or without Power of Attorney
* Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
* Advising with regard to DSS benefits and making necessary applications
* A knowledge of social care and CHC funding would be useful.
Court of Protection
* Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
* Complying with terms of Court Orders and directions
* Producing accounts for the Court
* Dealing with all necessary formalities of the Court and generally with the Patient's affairs
Business Development
* Proven experience of business development
About You
* 2 years PQE +
* Strong IT skills
* Experience in the full spectrum of private client work necessary
* Ability to work in a paper light environment
About The Role
* Hours – Full Time - Monday to Friday - 09:00 - 17:15
* Position - Permanent
* 26 days holiday plus Bank Holidays
* Salary dependent on experience.
* Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved)
* This role will be working within a friendly, well established and approachable team.
To apply for this position, please email your CV to James Paradeda -