Associate/Senior Associate – Private Client

Tsr Legal; Cardiff; On-site; GBP 60,000 - 90,000; Full time

Job summary

TSR Legal are supporting a top-tier law firm in Cardiff to recruit a talented Associate/Senior Associate in Private Client. The role focuses on advising high‑net‑worth and ultra‑high‑net‑worth clients on wealth preservation, succession planning and complex estate matters.

You will manage a sophisticated caseload, draft wills, establish trusts, and coordinate with tax specialists to optimise wealth transfer across generations while collaborating with related practice areas to ensure a seamless

Responsibilities

• Manage a varied, sophisticated caseload advising on wealth preservation.
• Advise HNW/UHNW individuals, families, entrepreneurs and trustees on complex private client matters.
• Draft wills and bespoke estate and succession plans.
• Advise on inheritance tax, capital gains tax and other tax-sensitive wealth matters with tax specialists when required.
• Establish and advise on trusts, including administration and long-term objectives.
• Manage estate administration and probate for high-value and complex estates.
• Collaborate with private wealth, family, corporate, agriculture and estates colleagues to deliver a coordinated service.

Skills

Private Client

Estate Planning

Wills

Tax Planning

Job description

Associate/Senior Associate – Private Client – High-Net-Worth & Ultra-High-Net-Worth

An opportunity to advise exceptional clients on complex wealth, succession and estate planning matters.

The opportunity:

TSR Legal are currently supporting a highly regarded top 100 law firm in Cardiff who are looking for an ambitious and technically accomplished Private Client Solicitor to join its established and growing team in Cardiff, advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, business owners and trustees.

This is a unique and fantastic opportunity to work on sophisticated, high-value private client matters, building trusted relationships with clients whose affairs often span multiple generations, complex family structures and substantial personal and business assets.

The role will allow you to play an important role in developing client relationships, delivering tailored advice and contributing to the continued growth of our private client offering across Wales.

About the role

• You will manage a varied and sophisticated caseload, providing strategic advice to clients seeking to protect, preserve and pass on their wealth.
• Advising HNW and UHNW individuals, families, entrepreneurs, business owners and trustees on complex private client matters.
• Drafting wills and developing bespoke estate and succession planning strategies.
• Advising on inheritance tax, capital gains tax and other tax-sensitive wealth preservation matters, working with appropriate tax specialists where required.
• Establishing and advising on trusts, including their administration, management and long-term objectives.
• Managing estate administration and probate matters, including high-value and complex estates.
• Supporting intergenerational wealth planning, family succession and the transfer of business and personal assets.
• Working collaboratively with colleagues across private wealth, family, corporate, agriculture and estates, and other relevant practice areas to deliver a coordinated service.