Private Client Lawyer

6 St James's Square, London SW1Y 4JU, UK

Posted Monday, July 28, 2025 at 4:00 AM

OVERALL PURPOSE
The Associate will be required to advise on estate planning, trust and private client tax issues. These will include private client matters such as pre- and post-migration/immigration tax advice, foreign trust planning, considering fiscal legislation including all aspects of personal income and capital gains tax, and inheritance tax. The Associate (Tax & Estates) will report to a Director or Partner in the Legal division.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Prepare advice on a range of UK tax matters, with an emphasis on the taxation of internationally mobile individuals.
Advise on the establishment and operation of trust and corporate structures for wealth planning purposes in conjunction with the family office and external providers
Assisting and advising colleagues in other offices with ongoing and ad-hoc projects involving UK and international tax, private client, and regulatory issues
Prepare Wills, Lasting Powers of Attorney, and related documentation for high-net worth individuals
Develop the practice internationally, through general marketing initiatives, presenting and taking part in continuing professional development activities
In addition to the above, the Associate will also be required to prepare intra-group
documents such as resolutions, loan agreements and other general contracts
Providing ad hoc support and assistance to the other corporate fee earners in the team
Keeping up-to-date with changes and developments in relevant laws
Ensuring that daily time sheets are submitted so that bills can be rendered
Identify business development opportunities and cross-selling opportunities within Stonehage Fleming and demonstrate self-generation of workflow and clients

QUALIFICATIONS AND EXPERIENCE
Solicitor admitted in the UK or a commonwealth territory or have another relevant tax or private client qualification such as ACA, CTA, ADIT, or STEP
Mid-level legal experience
Have an excellent academic record
Experience in private group restructures (local and offshore)
Experience in estate planning for HNW individuals locally and internationally
Experience in domestic and international trust law and practice and tax work
Knowledge of international tax law an added advantage
Cross-jurisdictional relocation planning

SKILLS, COMPETENCIES AND BEHAVIOURS
Excellent communication skills
Resourceful with an ability to multi-task
Working well with partner input
Strong attention to detail
Skilled at managing admin and technical training
Business/Commercial acumen
Practice management and profitability knowledge
Strong analytical skills
Organised
Have a basic knowledge of accounting concepts

6 St James's Square, London SW1Y 4JU, UK