Private Client Solicitor – IHT, Trusts & Estates Expert

G2 Legal Limited; Thickwood; On-site; GBP 45,000 - 65,000; Full time

Job summary

A renowned legal firm in the United Kingdom seeks an experienced Private Client Solicitor or Legal Executive. This role involves managing a diverse caseload related to inheritance tax planning, trust drafting, and providing estate planning advice to high net worth clients. Candidates should have at least 5-6 years PQE, and STEP, CTA or AAT qualifications are favored. The position offers excellent prospects for career advancement and a supportive environment for professional growth.

Qualifications

• Minimum 5-6 years PQE in private client work.
• Experience advising high net worth clients.
• Ability to manage a caseload of trusts and probate.

Responsibilities

• Manage existing caseload of private client work.
• Advise high net worth clients on asset management.
• Set up and administer trusts.

Skills

Inheritance Tax Planning

Trust Drafting & Administration

Estate Planning & IHT advice

Education

Qualified Solicitor or Legal Executive

STEP Qualified or working towards it

CTA or AAT qualifications

Job description

A renowned legal firm in the United Kingdom seeks an experienced Private Client Solicitor or Legal Executive. This role involves managing a diverse caseload related to inheritance tax planning, trust drafting, and providing estate planning advice to high net worth clients. Candidates should have at least 5-6 years PQE, and STEP, CTA or AAT qualifications are favored. The position offers excellent prospects for career advancement and a supportive environment for professional growth.