Private Client Solicitor

Octopus Legacy Limited; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Flexible holiday + extra day off for你的

Work from anywhere in the world for up

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on other

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Octopus Giving charity match

Breakfast every day

Job summary

Octopus Legacy Limited in London is seeking a Private Client Solicitor to craft bespoke wills, provide IHT guidance and advise on, establish and administer trusts for clients with tailored needs.

You will work closely with clients, understand complex family and business circumstances, and deliver strategic wealth planning, with strong regulatory and professional standards. Hybrid working available with emphasis on client-focused service.

Qualifications

• 3+ years PQE in private client law.
• Experience drafting and advising on complex wills, trusts, and estate structures.
• Experience in trust administration.

Responsibilities

• Engage with clients to understand estate planning needs and objectives.
• Draft wills and trusts including discretionary, life interest, and bare trusts.
• Provide guidance on the creation, administration and taxation of trusts, ensuring regulatory compliance.
• Advise on asset protection, succession planning and tax efficiency of trust structures.
• Review and revise wills and trusts to reflect changes in law or personal circumstances.
• Collaborate with financial advisors and other professionals to deliver comprehensive estate planning.
• Manage administration of trusts and ensure proper distribution of assets according to settlors' intentions.

Skills

Excellent communication

Wills and trusts drafting

Client advisory

Job description

The Role

We are seeking a dedicated Private Client Solicitor to join our growing team. You will be responsible for crafting bespoke wills, providing IHT guidance, and advising on, establishing and administering trusts for clients who require tailored solutions that accurately reflect their wishes regarding the distribution of their assets. This role involves working closely with clients to understand their unique circumstances, including complex family structures, business ownership, and other considerations.

You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Your expertise in trusts will allow you to provide strategic advice on wealth preservation, inheritance tax planning, and asset protection. Experience in probate and estate administration is a plus.

Key Responsibilities:

• Engage with clients to understand their estate planning needs and objectives.
• Analyse complex family and financial situations to determine appropriate estate planning and trust strategies.
• Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances.
• Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements.
• Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency.
• Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law.
• Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients.
• Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors’ intentions.
• Maintain confidentiality and discretion when handling sensitive client information.
• Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery.

Who Are You?

• Solicitor with a minimum of 3+ years PQE
• Experience in drafting and advising on complex wills, trusts, and estate structures
• Experience in trust administration
• Full TEP membership (preferable)
• Excellent verbal and written communication skills
• Confidence and passion to develop our offerings in this area
• Ability to explain complex legal concepts in a clear and understandable manner
• High levels of compassion, discretion, and care
• Strong active listening skills to understand clients’ unique needs
• Ability to thrive in a dynamic and fast-paced start-up environment

• Hybrid working (London Bridge).
• Flexible holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.
• Breakfast every day, snacks and wellness activities.