We are seeing to recruit an experienced fee earnerto join our expanding Wills and Probate / Private Clientteam at our Bedford office.
About the role / Duties:
* 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
* Being aware of limitations and signposting Trustees to the right expert or professional
* 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 for them or assisting their attorneys under a Lasting or Enduring Power of Attorney.
* Assisting the directors where they are appointed as under an LPA or are appointed as Deputies.
* Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets where the directors of HCB are appointed as Attorney or Deputy for the client.
* A knowledge of social care and CHC funding would be useful.
* An awareness of benefits and being able to signpost where they or their attorneys can apply to get help.
* Membership of Association of Lifetime Lawyers desirable.
Court of Protection
* Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
* plying with terms of Court Orders and directionsProducing accounts for the Court
* Dealing with all necessary formalities of the Court and generally with the Patient’s affairs
Business Development
* Experience of business development and a willingness to engage in and take part in HCB marketing activities and help grow private client in Bedford and across the group.
Details:
* Hours: Monday to Friday - 9:00 to 5:15
* Attractive salary dependent on experience
Working on a fixed fee basis means there is no uncertainty as to your outlay.
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