Wills, Trusts & Estate Planning (5 yrs' + PQE)

Actis Recruitment; Nottingham; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A well-established legal practice in the North West is seeking a Partner/Legal Executive specializing in private client services. The role involves advising on Wills, tax liabilities, and estate protection, with a strong focus on mentorship within a supportive environment. The firm promotes work/life balance and offers flexibility, including hybrid working options.

Qualifications

• Experience in advising on and preparing Wills.
• Ability to assess estates on potential tax liabilities.
• Expertise in estate and wealth protection measures.

Responsibilities

• Lead the team while mentoring junior colleagues.
• Engage in full spectrum private client services.
• Advise on court of protection applications.

Skills

Private client law expertise

Advising on Wills

Tax liability assessment

Estate administration

Elderly client advice

Trusts administration

Job description

Salary:
£50,000 - £70,000

Ref:


Location:
All North West,Cheshire

Areas of Law:
Tax,Private Client/Wills and Probate


Job Type:
Permanent


Level:
Partner,Legal Executive,6 years plus,4-6 years qualified


Sector:
Private practice



0345 300 3577

< back to search results

Well established, mid-Cheshire practice. Diverse client base.

A new opportunity has arisen in a professionally managed practice known for its friendly and supportive culture. The firm enjoys an excellent reputation in the delivery of private client services including all aspects estate planning, wealth protection, family & matrimonial services, property investment and residential conveyancing.

Acting for a diverse range of clients (including wealthy individuals and business owners), you will be engaged in the full spectrum of private client services and advising on instructions which require estate and wealth protection measures.

We would be delighted to hear from private client specialists experienced in:

• Advising on and preparing Wills,
• Assessing estates on potential tax liabilities,
• Estate & wealth protection measures,
• Obtaining Grants and administering Estates
• Lasting Powers of Attorney,
• Living Wills and Letters of Wishes,
• Lifetime gifts and tax issues,
• Elderly Client Advice,
• Trusts administration
• Advising trustees
• Court of Protection advice and applications

Moving forward in your career, you will have the opportunity to lead the team whilst supervising and mentoring junior colleagues.

The quality of work is excellent in a firm that nurtures a sensible approach to work/life balance. Applications welcome from those looking for part-time, flexibility and hybrid working arrangements

Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence.

** Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate.

Search jobs by discipline

Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region:

Search jobs by discipline

Search by Discipline below for Legal Jobs Manchester, Liverpool and across the North West Region:

Agricultural
Banking/Finance
Business Development
Charities/Ecclesiastical
Child Care
Civil Litigation
Clinical Negligence
Commercial Law/Contracts
Commercial Litigation/Dispute Resolution
Commercial Property/Real Estate
Company Secretarial
Competition
Compliance and Data Protection
Construction
Consumer Law
Corporate/Corporate Finance
Costs
Credit Hire/ULR
Criminal Defence
Debt/Finance/Recoveries
Education/Social Services
Employment
Environmental
Family and Matrimonial
Housing
Immigration
Industrial Disease
Insolvency/Corporate Re-structure
Insurance Commercial Litigation
Insurance Fraud
Insurance Litigation/Defendant PI
Intellectual Property
IT/E-Commerce
Licensing
Media and Entertainment
Mental Health
Pensions
Personal Injury - Claimant
PFI/PPP/Projects
Planning
Practice/HR Manager
Private Client/Wills and Probate
Professional Indemnity/Negligence
Property Litigation
PSL/Know How/Support
Public Law/Local Authority
Regulatory/Health and Safety
Remortgage
Residential Conveyancing
Shipping/Marine/Transport
Sports
Tax
Welfare/Human Rights