Private Client Consultant

Arthurs Solicitors; Birchington; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading firm of solicitors based in Kent seeks a Private Client Consultant to manage an existing caseload involving wills, estates, and trust administration. The role offers a hybrid working model and requires a solicitor or Chartered Legal Executive with 3+ years PQE. You will deliver tailored legal advice to clients while ensuring all processes are communicated effectively.

Qualifications

• Experience of running a Private Client caseload is essential.
• Ability to advise on Inheritance Tax and related issues.
• Competence in preparing Court of Protection documentation.

Responsibilities

• Manage existing caseload for various Private Client tasks including wills and trusts.
• Provide tax planning advice and prepare necessary documentation.
• Administer estates and assist clients with legal advice.

Skills

Inheritance Tax planning

Estate administration

Preparation of Trust Accounts

Education

3+ PQE solicitor

Chartered Legal Executive

Job description

Company Description

Arthurs Solicitors is a small firm of solicitors based in Kent. The firm focuses on providing advice to clients on the best approach for reaching early settlements and resolving matters in a cost-effective manner. Arthurs Solicitors prioritise keeping clients informed at every stage of the process, explaining all available options and supporting clients in making decisive choices.

Role Description

This is a full-time hybrid role for a Private Client Consultant at Arthurs Solicitors located in Birchington with the option for some work from home. The Private Client Consultant will be responsible for an existing caseload covering the whole spectrum of Private Client work and including:

1. Wills of all types from Instruction to Signature

2. Lasting Powers of Attorney from Instruction to Registration

3. Obtaining Grants of Representation, and administering and distributing Estates (including the preparation of Estate Accounts).

4. Advising on Inheritance Tax planning, and implementing appropriate arrangements, including the preparation of lifetime trusts and other gifting (to include Deeds of Variation).

5. Preparation and submission of Inheritance Tax Accounts and advising on Inheritance Tax liability, with particular reference to Agricultural and Business Property Reliefs.

6. Administering Lifetime and Will Trusts, including the preparation of Trust Accounts and Tax Returns and Deeds to alter or terminate trusts; attending to distribution.

7. Preparing and submitting Court of Protection Deputyship applications and ancillary applications.

8. Advising Attorneys on their duties and responsibilities and assisting where required.

Qualifications

3+ PQE solicitor or Chartered Legal Executive with experience of running a Private Client caseload