Private Capital Partner - Bristol

Chadwick Nott; Bristol; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Join a leading national law firm as a Private Capital Partner in Bristol. You will provide expert advice in wills, estate planning, and trust management for high-net-worth clients. The position offers a competitive salary, flexible hybrid working, and the chance to work with a renowned team in private client law.

Qualifications

• At least five years PQE in private client work.
• Experience at Partner or Senior Associate level.
• Proven expertise in wills and estate planning.

Responsibilities

• Provide advice and draft Wills and Trust documents.
• Advise on inheritance tax and capital gains tax.
• Assist business owners with pre-exit planning.

Skills

Succession Planning

Tax Advisory

Trust Management

Financial Liaison

Education

Minimum five years PQE in private client work

Job description

Private Capital Partner - Bristol

Fantastic opportunity for a Private Capital Partner to join our distinguished national law firm client, known for its top-tier rankings in the Legal 500 and Chambers and Partners.

This Private Capital team is held in high regard and handles wills, estate planning, and trust advice for high and ultra-high net worth clients with complex financial situations.

Responsibilities:

• Succession Planning: Provide advice and draft related Wills and Trust documents for high-net-worth clients, entrepreneurs, and international clients.
• Tax Advisory: Advise on inheritance tax and capital gains tax issues relevant to estate planning.
• Business Owner Support: Assist business owners with pre-exit planning opportunities.
• Trust Management: Advise on the creation of trusts and provide guidance to trustees and beneficiaries, while the dedicated Trust Management team handles daily compliance and administration.
• Financial Liaison: Coordinate with clients' financial planners and discuss a wide range of financial products that make up their asset base.

The successful candidate will have at least five years PQE in private client work, currently at Partner or Senior Associate level gained at a similar sized firm.

A competitive salary and benefits package is on offer together with flexible hybrid working where you will be working on high quality work, with a leading team who are experts in their field.

For more information about this role please contact Hannah Somers at Chadwick Nott.

(t) 0117 917 1929
(m) 07435 943574
(e) [e-mail]

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*