New! - our client is a leading Legal 100 firm with an excellent reputation for their stellar Private Client practice who frequently lead on high-profile, and high-value, matters including complex estate administration; offshore trusts; tax concerns and wills and probate issues.
Due to growth, a rare opportunity has arisen for an ambitious Private Client Solicitor to join their team in Gloucestershire and play an integral role in the future development of the practice.
It is anticipated that you will have demonstrable experience of working within a Private Client department, as a Trainee.
You will also be able to work autonomously as well as part of a team. Day to day, you will have a varied caseload, including work such as:
The administration of Estates
Drafting wills and lasting powers of Attorney
Tax planning
Providing some simple Trust advice
We are seeking an individual with some experience in general succession and tax planning, estate administration, and trusts work - more senior individuals will also be considered.
This is an excellent opportunity to develop experience in a broad based team, recognised for providing a real alternative to the City for complex private client matters given the quality of their offering.
Skills, Experience and Attributes
Associate with extensive experience of matters including probate, Wills, trusts and tax, CGT work, declarations of trust, court of protection, Deputyships and LPAs
Undertake fee earning work, working both independently, with minimal supervision and as a member of the team.
Maintain existing relations with the firm’s clients and assist and help develop new relationships with third party referrers.
Work closely with other departments within the firm on joint projects.
Participate in the growth and future development of the department, assisting in building the client base and marketing the Firm’s services.
Comply with the Firm’s policies in the carrying out of duties and to assist Partners and other fee earners in achieving a smooth output of work.
Achieve agreed financial targets, both in respect of fee income and the recording of chargeable hours.
Adhere to all FJG policies, procedures and requirements – this includes maintaining the client database and following compliance regulations
Keep legal knowledge up to date and continue personal and professional development
The private client team is a critical part of the firm’s business and the work undertaken by the team represents a significant % of the firm’s turnover.
The team has extensive experience in advising private clients in relation to all aspects of their affairs and their wide-ranging national and international client base includes Sunday Times Rich List individuals, globally wealthy families, trustees, family offices/individuals, professional sportspeople, landowners, business owners and entrepreneurs.
The experienced team can advise on all aspects of private client matters including in relation to tax, trusts, estate planning and estate administration.
The private client practice are top ranked for Private Wealth Law as National Leaders (outside London) in Chambers HNW, and top ranked for Personal tax, trusts and probate in The Legal 500.
You’ll work together with bright, enthusiastic team members on complex matters, as well as working closely with colleagues across the firm, whether building on strong ties with our family and contentious trusts groups, or providing a holistic client service working alongside our corporate and corporate tax teams.
Representative cases include:
Working closely with a wealthy local family to assist them with succession and tax planning over many generations
Advising a long-standing client on the inheritance tax aspects on the reorganisation of his fund management business to enable new talent to be incentivised and brought into the business
Dealing with a complex international probate where the deceased had assets in the UK, Portugal and Thailand.
Working alongside a very successful entrepreneur (net wealth £250m+) to consider a complex trust history for part of the business and whether this structure should be revised in light of current circumstances.
Advising on generational estate and trust planning for landed estate clients.
The Personal Tax, Trusts & Charities team undertakes the full spectrum of private client work, key areas being:
Succession planning through Wills and trusts, including cross border estate planning
All aspects of inheritance tax, capital gains tax, and income tax planning in relation to individuals and trusts
Probate and administration of estates and trusts, including domestic and international estates
Wealth structuring and planning for UK and non-UK domiciled clients
Advising fiduciaries and beneficiaries on UK and offshore trusts and other structures
Tax planning for entrepreneurs and business owners
This is a genuine opportunity to progress your career with a top-tier practice and work with leaders in the field. Whether the end client requires advice on legal and tax structuring for business and investments, family and business governance, tax and estate planning, or help with a vulnerable person, the firm delivers tailored solutions to meet a specific need.
A significant volume of the work is for HNWI so any previous experience advising related clients would be an advantage. You can expect to advise a number of family offices and international families as to their ongoing affairs and international trust structures, including private trust company structures.
You can also expect to work closely with a number of business families advising on existing structures set up for the management and governance of the family business, its interaction with family trusts and associated estate planning measures.
A competitive financial package is on offer.
To apply, please submit your CV via the link below or contact: ben@stonorlegal.com
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