Job Description
Private Client Partner
Purpose Driven Firm - Highly Ranked
Birmingham
This is a rewarding opportunity for an experienced Private Client Lawyer who is seeking a leading role within a highly ranked Legal 500 practice. The opportunity will be ideal for a lawyer who has a passion for forging meaningful client relationships whilst growing a practice.
Role overview
You will be joining a highly regarded Private Client team where you will lead on a variety of wealth and estate matters including:
* Estate Planning: Reviewing existing estate planning documents including lifetime trusts and will structures and advising on their suitability.
* Will Preparation: Drafting a variety of wills including those designed to absorb qualifying business and agricultural assets.
* Inheritance Tax Expertise: Applying extensive knowledge of inheritance tax as well as capital gains tax particularly in relation to individuals and trusts.
* Trust Guidance: Advising on pilot trusts for pension planning and life policies as well as business trusts supporting cross-option arrangements.
* Powers of Attorney: Preparing and advising on Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney with experience in LPAs for business owners being advantageous.
* Trust Closures: Managing trust terminations and preparing deeds of variation following key events such as life tenant deaths or beneficiary milestones.
Key responsibilities
* Collaborating with clients on all aspects of wealth and estate planning.
* Supervising and mentoring junior team members contributing to regular reviews.
* Proactively contributing to the firm’s business plans including developing new work streams and professional followings.
* Maintaining compliance and staying ahead of legal developments.
* Representing the firm at professional events to enhance your profile and grow networks.
The ideal candidate will bring energy ambition and a focus on delivering excellence to the team. Moreover you’ll have high levels of attention to detail be confident and proactive leading on client matters and ideally hold a STEP qualification (although not essential).
Please reach out to confidentially discuss this opportunity further.
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