Private Client Solicitor - Associate to Partner
Purpose Driven Firm - Highly Ranked
Remote Working/Hybrid/Part-Time
This is a rewarding opportunity for a proven Private Client Lawyer seeking a leading role in a highly ranked Legal 500 practice. The opportunity will be ideal for a lawyer who has a passion for forging meaningful client relationships whilst growing a practice.
Role overview
You’ll be joining a highly regarded Private Client team, where you’ll lead on a variety of wealth and estate matters, including:
* Estate Planning: Reviewing existing estate planning documents, including lifetime trusts and will structures, and advising on their suitability.
* Will Preparation: Drafting a variety of wills, including those designed to absorb qualifying business and agricultural assets.
* Inheritance Tax Expertise: Applying extensive knowledge of inheritance tax, as well as capital gains tax, particularly in relation to individuals and trusts.
* Trust Guidance: Advising on pilot trusts for pension planning and life policies, as well as business trusts supporting cross-option arrangements.
* Powers of Attorney: Preparing and advising on Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney, with experience in LPAs for business owners being advantageous.
* Trust Closures: Managing trust terminations and preparing deeds of variation following key events, such as life tenant deaths or beneficiary milestones.
Key responsibilities
* Collaborating with clients on all aspects of wealth and estate planning.
* Supervising and mentoring junior team members, contributing to regular reviews.
* Proactively contributing to the firm's business plans, including developing new work streams and professional followings.
* Maintaining compliance and staying ahead of legal developments.
* Representing the firm at professional events to enhance your profile and grow networks.
The ideal candidate will bring energy, ambition, and a focus on delivering excellence to the team. Moreover, you’ll have high levels of attention to detail, be confident and proactive leading on client matters and ideally hold a STEP qualification (although not essential).
Please reach out to confidentially discuss this opportunity further.
Lunaria Partners are advertising this Private Client Partner role on behalf of our client. We strive to respond to all applications but due to the volume received, this isn't always possible. If you have not heard from us in 7 days your application has been unsuccessful on this occasion.