New! Private Client Partner | Lawyer

TSR-Legal; West of England; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a confident Private Client Partner to join their ambitious team in Bristol. This role offers the opportunity to work in a hybrid environment, allowing for up to three days of home working. You will play a crucial role in advising clients on non-contentious matters, including IHT planning, will and trust drafting, and estate administration. The firm prides itself on a professional yet friendly culture, fostering collaboration and excellent results. If you are looking to leverage your expertise in a supportive environment, this position is an exciting opportunity to make a significant impact.

Benefits

Extensive Benefit Package

Hybrid Working

Qualifications

• Significant experience in private client matters with a strong local reputation.
• Expertise in estate administration and advising on wealth protection.

Responsibilities

• Advise on IHT planning, will, LPA, and trust drafting.
• Administer taxable estates and advise institutional trustees.

Skills

Non-contentious private client law

IHT planning

Will drafting

LPA drafting

Trust drafting

Estate administration

Lifetime giving advice

Wealth protection

Job description

Private Client Partner – Bristol

• Hybrid Working – Up to 3 days home working
• Extensive Benefit Package

My client is seeking to recruit a confident Partner to support the growth of their ambitious Private Client team based in their Bristol office. You will work directly with a team of dedicated individuals across the region.

About the Role

1. Non-contentious private client
2. Advising in relation to IHT planning, will, LPA and Trust drafting
3. Advising individuals on lifetime giving and the protection of wealth
4. Advising institutional trustees and executors (including private banks/family offices), on all aspects of trusteeship and estate administration
5. Administering taxable estates (with business assets, agricultural assets and trust interests, etc)

You will have already gained considerable experience in these types of matters and have developed a strong reputation locally.

About the client

My client is proud of being a professional yet friendly, non-hierarchical firm, where they want people to enjoy working together to achieve great results.