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Direct message the job poster from Lunaria Partners | Responsible Business
This is a rewarding opportunity for a proven Private Client Lawyer seeking a leading role in 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’ll be joining a highly regarded Private Client team, where you’ll 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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Legal
* Industries
Law Practice
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