Overview
We are looking for a talented, friendly and enthusiastic Private Client Solicitor to join one of our legal clients who are located in Milton Keynes and/or Cambridge/Bedford areas (you choose). If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning), as well as keen to share your knowledge and experience to help develop others, this role could be exactly what you're looking for.
Responsibilities
* Providing bespoke estate planning advice to mid to high net worth clients
* Preparing complex Wills for mid to HNW clients
* Preparing Lasting Powers of Attorney for mid to HNW client
* Dealing with the administration of taxable and non-taxable estates
* Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
* Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
* Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law
* Providing business succession planning to business owners including sole traders, partners, and shareholders
* Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
* Attending networking events to build firm reputation and develop professional connections
Ideal Experience
* 5+ years PQE
* Experience preparing self-assessment tax returns
* SFE and/or STEP membership (desirable)
Skills Required
* Excellent attention to detail, organisational and communication skills
* Self-motivated, outgoing and proactive
* Professional and works well both independently and in a team
* Calm under pressure
Benefits Include
* Annual Bonus
* 26 days Holiday + Bank Holidays
* Flexible / Hybrid working
* Pension, Life Insurance and Income Protection
#J-18808-Ljbffr