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Private wealth lawyer

Swindon
G2 Legal
Lawyer
Posted: 4 June
Offer description

Private Wealth Lawyer / Partner - Swindon


This strong regional law firm are seeking to secure a Private Wealth Partner to join their highly ranked Private Client team,. This is a fantastic opportunity to be part of a team who advise HNW clients across the agricultural sector.


Key responsibilities:

* Lead and supervise a well-regarded Private Wealtg team
* Play an active role in delivering the firm’s growth strategy through networking and referrer engagement
* Manage a varied and complex caseload, including:
* Tax-efficient estate and succession planning for high net worth and ultra-high net worth individuals
* Advising farmers and business owners on intergenerational succession planning
* Administration of complex estates, including rural and business assets
* Creation, restructuring and termination of trusts
* Advising on Inheritance Tax planning, including lifetime giving strategies
* Preparing Wills and Lasting Powers of Attorney
* Court of Protection matters
* Engagement with HMRC and professional valuers in relation to inheritance and agricultural property reliefs


What experience is required:

Qualified Solicitor or Chartered Legal Executive circa 6PQE +

* Experience within a Private Wealth team, ideally with exposure to agricultural or rural estates
* Solid understanding of tax planning, estate administration, and succession matters
* STEP qualification or membership of the Law Society’s Private Client Section (desirable but not essential)


You will be joining a highly regarded Private Wealth and Agriculture team at a firm that offers hybrid working, a supportive culture, and opportunities for career progression.


Apply now to Loraine Silvester at G2 Legal or call for a confidential discussion

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