Private Wealth Associate - London

Stephenson Harwood LLP; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Stephenson Harwood LLP offers an exciting opportunity for an ambitious private client lawyer to join its award-winning private wealth practice in London. The ideal candidate will have a strong background in trust and tax law, providing comprehensive advice to ultra-high net worth individuals. Responsibilities include drafting legal documents, conducting research, and liaising with clients to facilitate their needs.

The firm values accuracy, attention to detail, and allows for growth in a collaborative environment.

Qualifications

• Thorough knowledge of taxation and trust law affecting wealthy individuals.
• Experience with international tax, trust, and estate planning.
• Ability to draft legal documents accurately and concisely.

Responsibilities

• Conduct legal research and draft clear documents.
• Liaise with clients and foster networking opportunities.
• Monitor financial management and assist in invoicing.

Skills

Knowledge of UK Taxation

Trust Law

Client Liaison

Legal Research

Time Management

Education

Good academic qualifications

Job description

Team Structure

This is a great opportunity for an ambitious private client lawyer to join and help continue to grow the award‑winning private wealth practice of a prestigious international law firm. The role will be working in the London private wealth team, part of our global private wealth team which also includes Hong Kong, Dubai, Paris and Singapore.

Ideal Candidate

The Ideal Candidate Will Already Have a Mixed Trust And Tax Practice And Will Therefore Be Able To Demonstrate a Thorough Knowledge Of UK Taxation Affecting Internationally Mobile Individuals And Of All Key Principles Of Trust Law And Will Have Had a Wide Range Of Experience Including:

• international and domestic tax, trust and estate planning for ultra‑high net worth individuals and families;
• being able to advise on choosing between major offshore jurisdictions and structures, such as where PTCs act as trustees, reserved power trusts, foundations, private funds and partnerships;
• advising on succession issues including the law governing succession, single or multiple wills, UK inheritance tax (including business relief and the relevant property regime), life assurance and will drafting;
• being aware of the main issues affecting wealthy individuals who move between jurisdictions, including the UK statutory residency test;
• advising settlors, trustees, protectors and beneficiaries on matters of trust law including questions of interpretation of trust documents, duties of trustees and protectors and drafting all types of trust documents and documents effecting the reorganisation of trust assets;
• a working knowledge of charities would also be helpful.

Main Responsibilities

• Clear and concise drafting
• Conducting legal research using internal and external knowledge management resources
• Assisting in the preparation of legal articles
• Liaison with clients under the supervision of a partner
• Developing internal and external network of contacts
• Building excellent working relationships with clients and colleagues
• Attending business development and profile‑raising events (client seminars, graduate recruitment activities)
• Financial management – setting realistic estimates in conjunction with the matter partner, monitoring the value of time recorded, raising an invoice and assisting with debt recovery if needed

Attributes/Skills Required

• Ability to acquire, consolidate and apply fundamental and up-to-date knowledge of the law
• Accuracy and attention to detail
• Excellent verbal and numeracy communication skill
• Excellent IT skills including the use of online technical resources and A
• Organised and able to work to deadlines with the ability to prioritise
• Good housekeeping / file management practices; records time promptly and accurately
• Resilient
• A self‑starter, able to work alone and within a small team
• Ambitious, keen to work in a developing department
• Cooperative and collaborative in approachActing professionally and proactively at all times
• Commercial awareness
• Exhibits an understanding of the firm’s position in the market and how it distinguishes its services from its competitors
• Excellent academic and professional and qualifications
• Language capabilities in French, Arabic or Chinese would be advantageous