Probate Solicitor / Legal Executive – Private Capital – Taunton or Bristol
We are seeking a Probate Solicitor or Legal Executive to join the estate administration unit in our Private Capital team dealing with a broad caseload of mainly taxable and complex estate work.
Role: Probate Solicitor / Legal Executive
Location: Taunton or Bristol
Hours: Full Time
Vacancy Reference: 668-PTN
Our well-regarded Private Capital team has presence in our Bristol, Manchester and Taunton offices and holds consistent top tier rankings in the Legal 500 and Chambers and Partners.
Our client base includes a high proportion of high net worth clients with complex financial arrangements. We expect you to handle straightforward matters with minimal supervision, much of your work will provide you with access to complex and stretching matters subject to guidance and instruction.
You will assist on a range of matters including the following:
- Advising on all sizes of estates and types of assets
- Advising executors about the content and the effect of Wills including any connected issues regarding the validity of the Will and on the operation of the Intestacy Provisions where no Will exists
- Advising on inheritance tax and capital gains tax issues that arise in connection with the deceased’s estate
- Liaising/negotiating directly with HMRC regarding the availability of reliefs and exemptions from inheritance tax
- Advising on the treatment and taxation of settlements under which the deceased had a life interest
- Advising on the background and the operation of trust structures contained in Wills
- Advising and preparing the full suite of inheritance tax returns and estate accounts
- Meeting with and liaising with clients directly throughout the administration process
We are a large and experienced team, led by four Partners in Taunton. There will be lots of training, guidance and support to assist you in getting fully up to speed with this complex area of law, and begin developing your own relationships with our clients.
This role will be supporting our Taunton team so travel to the Taunton office will be required, although there may be some scope to work from home on an ad hoc basis.
It is an integral part of this role that you comply with data security and all firm policies and procedures.
You will probably be a qualified solicitor with at least 2 years’ PQE in private client work or a FCILEx (or approaching Fellow status) to handle the complexity of the work on offer. We may be flexible for less experienced candidates who can demonstrate that they have gained a good standard of experience in estate administration.
Providing excellent client service is at the heart of everything we do, and you will appreciate how important this is for our private clients, so you must be able to show us how you have impressed your clients and built relationships of trust and respect with them.
Attention to detail and a passion for excellent client service will be among your key attributes
As someone who will take a key role in the team you will be able to use your good management skills, business acumen and enjoy and have an attitude for presenting. You will be keen to develop those skills and take advantage of the support and coaching we can provide to develop your talents further.
You will have excellent communication skills, impeccable spelling and grammar, and be proficient with the usual Microsoft packages, including Excel and PowerPoint. We use a variety of different software packages here and so you need to be comfortable with learning new databases and bespoke IT systems.
Finally, we are looking for someone who can demonstrate initiative and problem-solving skills, with a willingness to learn and develop, which will help you thrive in this role.
If you would like to apply for this vacancy, please send us your CV, together with a covering email/letter using the button below:
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