Head of Private Client Solicitor/Legal Executive
We have an opportunity for a Solicitor or Legal Executive to join the team at Mewies Solicitors as Head of our Private Client department. We are a well established practice providing services across all main practice areas in the ‘Gateway to the Dales’ market town of Skipton, North Yorkshire.
The successful candidate will assume responsibility for an existing caseload covering the whole spectrum of Private Client work and including:
1. Wills of all types from Instruction to Signature
2. Lasting Powers of Attorney from Instruction to Registration
3. Obtaining Grants of Representation, and administering and distributing Estates (including the preparation of Estate Accounts).
4. Advising on Inheritance Tax planning, and implementing appropriate arrangements, including the preparation of lifetime trusts and other gifting (to include Deeds of Variation).
5. Preparation and submission of Inheritance Tax Accounts and advising on Inheritance Tax liability, with particular reference to Agricultural and Business Property Reliefs.
6. Administering Lifetime and Will Trusts, including the preparation of Trust Accounts and Tax Returns and Deeds to alter or terminate trusts; attending to distribution.
7. Preparing and submitting Court of Protection Deputyship applications and ancillary applications.
8. Advising Attorneys on their duties and responsibilities and assisting where required
Skipton and the Dales is a popular retirement destination and the role often requires visits to clients at home, in hospital, or in a care/residential home.
A STEP qualification is preferred but is not a prerequisite. We would encourage the successful candidate to actively pursue the full STEP Diploma if this has not already been obtained.
The position has excellent prospects for career progression for the right candidate.
Benefits include:
Competitive Salary, dependant on experience
31 days annual holiday (including bank holidays), plus extra days off at Christmas, Holidays increase with length of service
Holiday purchase scheme
Workplace pension
Medicash health cash plan
Employee life insurance
Flexibility over working hours including consideration of hybrid working requests
Training and Development opportunities
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