Private Client Partner

Lunaria Partners; Birmingham; On-site; GBP 70,000 - 90,000; Full time

Job summary

A prestigious law firm in Birmingham is looking for an experienced Private Client Lawyer to take on a leading role. You will manage complex estate matters, collaborate closely with clients, and mentor junior team members. The ideal candidate will possess strong attention to detail and experience in inheritance tax. This is an excellent opportunity for a proactive lawyer looking to enhance their career within a top-ranked legal practice.

Qualifications

• Minimum of 5 years of experience in private client law.
• Ability to manage and lead client matters independently.
• Experience in mentoring junior team members.

Responsibilities

• Lead on various wealth and estate matters.
• Collaborate with clients on estate planning.
• Supervise junior team members.
• Represent the firm at professional events.

Skills

Client relationship management

Inheritance tax knowledge

Attention to detail

Business development

Education

STEP qualification

Job description

Job Description

Private Client Partner

Purpose Driven Firm - Highly Ranked

Birmingham

This is a rewarding opportunity for an experienced Private Client Lawyer who is seeking a leading role within a highly ranked Legal 500 practice. The opportunity will be ideal for a lawyer who has a passion for forging meaningful client relationships whilst growing a practice.

Role overview

You will be joining a highly regarded Private Client team where you will lead on a variety of wealth and estate matters including:

• Estate Planning: Reviewing existing estate planning documents including lifetime trusts and will structures and advising on their suitability.
• Will Preparation: Drafting a variety of wills including those designed to absorb qualifying business and agricultural assets.
• Inheritance Tax Expertise: Applying extensive knowledge of inheritance tax as well as capital gains tax particularly in relation to individuals and trusts.
• Trust Guidance: Advising on pilot trusts for pension planning and life policies as well as business trusts supporting cross-option arrangements.
• Powers of Attorney: Preparing and advising on Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney with experience in LPAs for business owners being advantageous.
• Trust Closures: Managing trust terminations and preparing deeds of variation following key events such as life tenant deaths or beneficiary milestones.

Key responsibilities

• Collaborating with clients on all aspects of wealth and estate planning.
• Supervising and mentoring junior team members contributing to regular reviews.
• Proactively contributing to the firm’s business plans including developing new work streams and professional followings.
• Maintaining compliance and staying ahead of legal developments.
• Representing the firm at professional events to enhance your profile and grow networks.

The ideal candidate will bring energy ambition and a focus on delivering excellence to the team. Moreover you’ll have high levels of attention to detail be confident and proactive leading on client matters and ideally hold a STEP qualification (although not essential).

Please reach out to confidentially discuss this opportunity further.