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Private client estate administrator

Brierley Hill
Jr United Kingdom
Estates administrator
Posted: 24 August
Offer description

About Higgs

We are an energetic, stable law firm where long-term relationships, community, reputation, partnership, and balance matter. Our future strategy is built on three principles: Our clients, Our People, Our Way.

At Higgs, our team is everything — fostering sharing, collaboration, loyalty, and a desire for continuous learning and development. We strive to be better, enjoy our work, and genuinely care about our clients, making them feel part of the firm.

Our approach emphasizes enjoyment, health & wellbeing, talent development, technical excellence, training, rewards, and recognition.

In our recruitment, we:

* Value enthusiasm and personality
* Aim to be an employer of choice for talented, driven, and client-focused individuals
* Seek to strengthen our team with new skills and ideas
* Support new team members to realize their potential

Role: Estate Administrator

Responsibilities include managing a varied caseload of estate administration files, including taxable and non-taxable estates, with a good understanding of estate administration processes. You will engage with clients via telephone, email, and face-to-face meetings, and prepare relevant IHT returns such as IHT205, IHT400, and IHT421.

Knowledge of inheritance tax allowances, including the nil rate band and transferable nil rate band, is essential. Experience with business relief, agricultural relief, and estate structures like trusts and wills is desirable. You should understand will validity and interpretation, maintain estate accounts, and liaise with external advisors.

The role requires confidence to work autonomously, take initiative, and collaborate with team members of varying seniority. Familiarity with Probate Registry systems and Inland Revenue procedures is important.

Person Specification:

* Strong communication, organizational skills, and attention to detail
* Dependable, proactive, and able to work under pressure
* Approachable, enthusiastic, and capable of building trust

Technical Skills:

* Proficient in Microsoft Office and IT skills
* STEP qualification is advantageous but not essential; willingness to work towards it is encouraged
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