Private Client Partner - Hybrid, Wealth & Trusts

TSR-Legal; Newport; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A prestigious legal firm in Newport is seeking a Private Client Partner to bolster their ambitious Private Client team. The ideal candidate will provide non-contentious private client advisory, offering guidance on wealth protection, tax planning, and trusteeship. This position allows for hybrid working with supportive development opportunities, ensuring a stimulating work environment. Interested applicants are encouraged to contact for a confidential discussion regarding this exciting opportunity.

Benefits

Extensive Benefit Package

Hybrid Working – 1/2 Days in the office

Responsibilities

• Non-contentious private client/wealth advisory.
• Advising on IHT planning, will, LPA, and Trust drafting.
• Guiding individuals on lifetime giving and wealth protection.
• Providing pre-sale tax planning advice for shareholders.
• Owner-managed business succession advice.
• Advising on trusteeship and estate administration.
• Administering taxable estates with business assets.

Job description

A prestigious legal firm in Newport is seeking a Private Client Partner to bolster their ambitious Private Client team. The ideal candidate will provide non-contentious private client advisory, offering guidance on wealth protection, tax planning, and trusteeship. This position allows for hybrid working with supportive development opportunities, ensuring a stimulating work environment. Interested applicants are encouraged to contact for a confidential discussion regarding this exciting opportunity.