Private Client Solicitor

Michael Page; Leeds; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Generous pension contribution

Performance-based bonus

Income protection

Job summary

A leading law recruitment firm is seeking a Private Client Solicitor in Leeds. The role involves managing high-value estates and trusts, advising on capital tax planning, and compliance. The ideal candidate will have a minimum of 2 years PQE and strong knowledge of probate and estate planning. A competitive salary of £50,000 - £60,000, along with hybrid working and benefits, are offered.

Qualifications

• 2+ years PQE as a Private Client Solicitor.
• Proven track record of managing private client caseloads.
• Strong knowledge of capital tax planning and trust creation.

Responsibilities

• Deal with high value private client work including tax planning.
• Draft wills, trusts, and manage estate administration.
• Advising on capital tax reliefs and trust compliance.

Skills

Private Client Solicitor experience

Knowledge of wills and trusts

Probate and estate planning expertise

Strong academics

Job description

Join to apply for the Private Client Solicitor role at Michael Page.

Overview

The client is a regional law firm known as one of the leading Private Client firms in the UK. They have great offices in central Leeds and provide excellent training, support and career prospects.

Base pay range

Our client is looking for a Private Client Solicitor to join their Tier 1 rated team in Leeds. The successful candidate will work with a range of Partners and advise on high value trusts and estate work.

Description

The Private Client Solicitor will deal with a range of work and responsibilities including:

• Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
• Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
• Considering and advising on the creation of new trusts as well as altering existing trusts
• Compliance requirements for trusts and other entities, including the Trust Registration Service
• Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc
• The use of life insurance with trusts in estate planning
• Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
• Attending meetings with the personal representatives and third parties, collating information on the assets and liabilities and verifying that information, arranging the valuation of assets, preparing applications for grants of representation, including both online submissions and paper applications, drafting full Inheritance Tax accounts and returns of estate information, dealing with HMRC enquiries
• Drafting full estate accounts
• Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
• Advising on deeds of variation, deeds of disclaimer and other post death tax planning

Profile

The successful Private Client Solicitor should have / be:

• A Private Client Solicitor with 2 years PQE upwards
• Proven track record of managing a private client caseload effectively.
• Strong knowledge of wills, trusts, probate, and estate planning.
• Strong academics
• Ties to Leeds

Job Offer

• Competitive salary in the range of £50,000 - £60,000, depending on experience.
• Generous pension contribution of 5%.
• Performance-based bonus structure.
• Hybrid working options to support work-life balance.
• Income protection for added financial security.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice and Legal Services