Senior Private Client Associate - Chambers-Rated, Oxford [6 PQE+]

Stonor Legal; England; Hybrid; GBP 80,000 - 85,000; Full time

Job summary

A leading legal firm in Oxford is seeking a Senior Private Client Associate with extensive experience in Private Client law. The role involves advising on complex estate matters, managing caseloads, and contributing to team growth. Competitive salary and excellent benefits are offered, along with opportunities for career progression.

Benefits

Hybrid working

Generous benefits

Qualifications

• Extensive experience in probate, Wills, trusts, and tax.
• Ability to work independently and as part of a team.

Responsibilities

• Advising clients on Wills, Estate Administration, and Trusts.
• Managing own caseload and developing client relationships.

Skills

Organizational skills

Client relationship development

Team player

Proactive approach

IT skills

Education

Qualified Solicitor

Job description

Senior Private Client Associate - Chambers-Rated, Oxford [6 PQE+]

Employer: Stonor Legal | Location: Oxford | Salary: £80,000 - £85,000 + Excellent Benefits + Career Progression Framework | Closing date: 18 Apr 2025 | Reference: SL/BR/124

Categories: Solicitors, Private Practice, In-House, Barristers, Legal Support, Legal Executive | Experience Level: Junior, Mid, Partner-designate, Partner, Management/Head of Department | Contract: Permanent | Hours: Full Time | Practice Areas: Private Client, Family, Personal Asset Management, Personal tax/trusts, Trust litigation, Wills & Probate

Overview: Our client, a highly respected Legal 100 firm, specializes in Private Client law, handling high-profile, high-value matters including complex estate administration, offshore trusts, tax concerns, and wills and probate issues.

Due to growth, an opportunity has arisen for an ambitious Senior Private Client Associate in Oxford to contribute to the development of their Private Client practice. Reporting to the Head of Private Client, the ideal candidate will be bright, ambitious, and technically proficient in all areas of Private Client law.

Responsibilities include: Advising clients on Wills, Estate Administration, Court of Protection, LPAs, Drafting Deeds of Variation, Inheritance Tax Planning, and Trusts.

Skills and Attributes:

• Confident in managing own caseload
• Excellent organizational skills
• Ability to use initiative
• Friendly, positive, and proactive approach
• IT skills: Outlook, Word & Excel
• Approachable and empathetic
• Team player

Experience and Qualifications:

• Extensive experience in probate, Wills, trusts, tax, CGT, declarations of trust, Court of Protection, Deputyships, and LPAs
• Ability to work independently and as part of a team
• Ability to develop client relationships and contribute to firm growth
• Compliance with firm policies and continued professional development

The private client team plays a vital role in the firm’s business, handling significant work that contributes to the firm’s turnover. You will collaborate with enthusiastic team members on complex matters and work closely with other departments, including family, trusts, corporate, and tax teams.

Representative cases include:

• Assisting a wealthy family with succession and tax planning over generations
• Advising on inheritance tax aspects of business reorganization
• Handling international probate involving assets in multiple countries
• Working with a high-net-worth entrepreneur on trust history and restructuring
• Providing estate and trust planning for landed estate clients

The team covers a broad spectrum of private client work, including:

• Cross-border estate planning
• Inheritance, capital gains, and income tax planning
• Probate and estate/trust administration
• Wealth structuring for UK and non-UK clients
• Advising on UK and offshore trusts and structures
• Tax planning for entrepreneurs and business owners

Candidates should have 6-7+ PQE, trained at a reputable firm, with excellent academics. The role involves advising on family businesses, trusts, and estate planning.

Compensation: Competitive package, hybrid working, and generous benefits.

Application: Submit your CV via the link or contact [e-mail]