Private Client Lawyer

Our client are seeking an experienced Private Client Solicitor 3 Years' + PQE or Chartered Legal Executive to join the Wills Trusts & Probate Team. The firm offer flexible Hybrid working, free car parking on site, a generous holiday allowance, a group life scheme plus more.

This Private Client Lawyer role may be based at their head office in Essex, on a full-time or part-time basis it offers the opportunity to manage a diverse caseload of private client matters.

The Private Client Lawyer Role:

• Proven background and demonstrable enthusiasm for Private Client work
• Claims under Inheritance(Provision for Family and Dependants Act) 1975
• Preparation of Wills
• Administration of Estates for business and private clients
• Lifetime and Post-Death Tax Planning
• Lasting Powers of Attorney
• Court of Protection Orders
• Residential and Nursing Care Issues
• Trust formation and administration
• Business development, social media and networking activities, as appropriate

Experience as Private Client Lawyer:

• 3 years + PQE.
• The STEP or SFE qualification would be preferred but is not essential
• Knowledge of the law relating to Contested Wills and Inheritance Act claims
• Demonstrable experience of successfully having acted for clients in contentious Probate matters.
• Ability to advise and progress claims on behalf of a dependent under IPFDA 1975
• Experience in a variety of different areas of dispute in Probate, including disputes over the validity of a Will, capacity of the testator and disputes as to an estate administration and costs charged by the person administering an estate.
• Preparation of responses to a Larke v Nugus request.
• Demonstrate an understanding of the preparation of Wills (including Wills incorporating measures aimed at asset protection and mitigation of tax).
• Fundamental principles of inheritance, capital gains and income tax and their application in an estate planning context.
• Knowledge relating to formation, administration and taxation of trusts; administration of estates; deeds of variation.
• Preparation and registration of Lasting Powers of Attorney; providing specialist advice for elderly clients.
• Ability and willingness to learn and manage workload in an efficient and organised manner and meet clients' demanding requirements.
• Able to communicate very well in writing using correct grammar and plain English.
• Enthusiastic, willing and strong team player, have an excellent balance between technical ability and commercial awareness.
• Possess strong organisational and inter-personal skills and be IT proficient.

Benefits for the Private Client Lawyer:

• Being a part of an exciting, growing business who truly put clients first
• Flexible hybrid working
• Employee Pension Scheme
• Ongoing supportive training
• Generous holiday allowance
• Life Assurance
• Corporate Healthcare Plan
• Bonus Scheme
• Opticians Scheme
• Free Parking
• Staff Discounts

For further information about this Private Client Lawyer role please contactMarcus Stevens quoting reference 36945.

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