Private Client Solicitor

IDEAL PERSONNEL; Bedford; On-site; GBP 50,000 - 70,000; Full time

Job summary

A legal firm in the UK is seeking talented Private Client Solicitors. The role involves providing bespoke estate planning advice, preparing complex Wills, and advising on trusts and taxation. Candidates should have over 5 years PQE and excellent communication skills while being proactive in a supportive environment.

Qualifications

• 5+ years of post-qualification experience.
• Experience in preparing self-assessment tax returns.
• Membership in SFE and/or STEP is desirable.

Responsibilities

• Providing bespoke estate planning advice to mid to HNW clients.
• Preparing complex Wills for mid to HNW clients.
• Advising executors on taxation and compliance requirements.

Skills

Attention to detail

Organisational skills

Communication skills

Time management

Self-motivated

Outgoing

Proactive

Education

5+ years PQE

SFE and/or STEP membership (desirable)

Job description

Our client is looking for two talented, friendly and enthusiastic Private Client Solicitors to join their firm. If you are passionate about providing bespoke high quality legal advice, knowledgeable in all areas of Private Client work (in particular, trusts, taxation and lifetime planning) and keen to share your knowledge and experience to help develop others, this role could be exactly what you’re looking for!

If you share the vision for delivering excellent service to clients, whilst progressing your own personal development, in a welcoming and supportive environment, then they would love to welcome you into their firm.

Responsibilities:

• Providing bespoke estate planning advice to mid to HNW clients
• Preparing complex Wills for mid to HNW clients
• Preparing Lasting Powers of Attorney for mid to HNW clients
• Dealing with the administration of taxable and non-taxable estates
• Preparing Trust documentation to include drafting settlements and subsequent resolutions and deeds necessary to administer settlements
• Advising executors and trustees on the taxation, compliance and reporting requirements for estates and trusts (including preparation of IHT100s & IHT400s)
• Advising trustees of their duties, obligations, and powers available to them from the terms of the settlement, statute, or case law
• Providing business succession planning to business owners including sole traders, partners, and shareholders
• Providing support and advice to members of the team on more complex matters, in particular, trusts, taxation and estate planning
• Attending networking events to build firm reputation and develop professional connections

Requirements:

• 5+ years PQE
• Experience preparing self-assessment tax returns
• SFE and/or STEP membership (desirable)

Personal Skills:

• Excellent attention to detail, organisational and communication skills
• Great time management skills
• Self-motivated, outgoing and proactive
• Professional and works well both independently and in a team
• Calm under pressure

We are an equal opportunities employer and welcome applications from all qualified candidates.