Solicitor-Private Client

Posted 23 February by Ambra Recruitment

A highly regarded, multi-disciplinary practice is looking for a Senior Associate level Solicitor to work within its well established Private Client team.

The Role will include:

  • Managing complex probate and HNW estates including intestacies
  • Preparing & completing Estate Accounts
  • Estate planning and Will drafting including advising on Inheritance Tax and Business Property Relief, Agricultural Property Relief and Charity Relief; life interest and discretionary trusts; protection of minors’ interests and those of vulnerable beneficiaries
  • Advising on succession of overseas assets and domicile
  • Preparing Variations of Wills and Intestacies
  • Managing and running clients’ financial affairs under Deputy Orders or LPAs on behalf of Deputy or Attorney
  • Advising on Lasting Powers of Attorney (LPAs) and preparation and registration of LPAs and Enduring Powers of Attorney
  • Advising on the Inheritance Tax implications of gifting, including deliberate deprivation of capital, reservation of benefits and POAT rules
  • Severing of beneficial joint tenancies
  • Attending Networking Events and general marketing of Private Client work through social media, seminars etc
  • Detailed preparation of estate and administration accounts to include a full date of death capital account, movements since death, income account and distribution account
  • Knowledge of making both professional and non-professional Deputyship applications at the Court of Protection would be useful.


If you have seven years Pqe or more please get in contact to learn more about this progressive firm.

Required skills

  • Law
  • Wills
  • Private Client

Reference: 34546349

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