1. Join a Tier 1 rated Private Client team
2. Competitive salary and great benefits on offer
About Our Client
Our client is a regional law firm that is known as one of the leading Private Client firms in the UK. They have great offices in central Leeds and provide excellent training, support and career prospects.
Job Description
The Private Client Solicitor will deal with a range of work and responsibilities including;
3. Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
4. Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
5. Considering and advising on the creation of new trusts as well as altering existing trusts
6. Compliance requirements for trusts and other entities, including the Trust Registration Service
7. Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc
8. The use of life insurance with trusts in estate planning
9. Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
10. Attending meetings with the personal representatives and third parties, collating information on the assets and liabilities and verifying that information, arranging the valuation of assets, preparing applications for grants of representation, including both online submissions and paper applications, drafting full Inheritance Tax accounts and returns of estate information, dealing with HMRC enquiries
11. Drafting full estate accounts
12. Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
13. Advising on deeds of variation, deeds of disclaimer and other post death tax planning
The Successful Applicant
The successful Private Client Solicitor should have / be:
14. A Private Client Solicitor with 2 years PQE upwards
15. Proven track record of managing a private client caseload effectively.
16. Strong knowledge of wills, trusts, probate, and estate planning.
17. Strong academics
18. Ties to Leeds
What's on Offer
19. Competitive salary in the range of £50000 - £60000, depending on experience.
20. Generous pension contribution of 5%.
21. Comprehensive health care benefits.
22. Performance-based bonus structure.
23. Hybrid working options to support work-life balance.
24. Income protection for added financial security.
If you are ready to take the next step in your legal career, apply today to join this rewarding law firm!