Key Responsibilities
– Manage a full caseload of probate files, including taxable and non-taxable estates
– Prepare and submit both online and paper probate applications (e.g., IHT205 and IHT400)
– Draft comprehensive estate accounts and oversee the collection and distribution of assets
– Handle more complex matters such as NRB trusts, international assets, and succession planning
– Liaise with executors, beneficiaries, HMRC, financial institutions, and the Probate Registry
– Offer practical, empathetic advice to clients at each stage of the administration process
– Support, supervise and mentor junior colleagues, contributing to a collaborative team culture
– Stay updated on legislative changes in probate, trusts, and inheritance tax
– Adhere to compliance standards, including AML, GDPR, and relevant regulatory frameworks
About You
– 6-8 years’ experience in UK probate and estate administration
– Qualified solicitor, CILEX or STEP member (or equivalent practical experience)
– Confident managing high-value, complex, and technically demanding estates
– Strong knowledge of inheritance tax and estate taxation procedures
– Experience with trust administration, particularly NRB and discretionary trusts
– Able to supervise, guide and support junior staff when needed
– Excellent attention to detail and strong communication skills
– Proficient with legal case management systems and Microsoft Office
What’s in it for You?
– Flexible working options to support your lifestyle and commitments
– Flexitime system and the ability to take annual leave in hourly increments
– Bonus scheme after an initial settling-in period
– Structured development pathways and internal progression opportunities
– Wellbeing and mental health support, plus dedicated wellbeing days
– A supportive, down-to-earth team environment where your work is genuinely appreciated
If this role is of interest to you please get in touch with Steph at Simpson Judge for a confidential conversation.