Private Capital Partner - Bristol

Chadwick Nott; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

An established national law firm is seeking a Private Capital Partner to join their esteemed team in Bristol. This role offers an exciting opportunity to work with high and ultra-high net worth clients, providing expert advice on wills, estate planning, and trust management. The firm is recognized for its excellence in the Legal 500 and Chambers and Partners, ensuring you will be part of a distinguished practice. With a competitive salary and a flexible hybrid working arrangement, this position is perfect for those looking to enhance their career in a supportive and diverse environment. Join a leading team of experts and make a significant impact in the field of private capital law.

Qualifications

• At least 5 years PQE in private client work at Partner or Senior Associate level.
• Experience with high-net-worth clients and complex financial situations.

Responsibilities

• Provide advice and draft Wills and Trust documents for high-net-worth clients.
• Advise on inheritance tax and capital gains tax issues.

Skills

Private Client Work

Succession Planning

Tax Advisory

Trust Management

Financial Planning Coordination

Education

Qualified Solicitor (PQE)

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:

1. Succession Planning: Provide advice and draft related Wills and Trust documents for high-net-worth clients, entrepreneurs, and international clients.
2. Tax Advisory: Advise on inheritance tax and capital gains tax issues relevant to estate planning.
3. Business Owner Support: Assist business owners with pre-exit planning opportunities.
4. 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.
5. 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.*