Overview
Senior role within a busy Succession & Tax team at a respected law firm in Swindon. You will lead and supervise a dedicated private client group while contributing to business development across the Thames Valley and Hampshire. The role covers high net worth tax and estate planning, complex probate, trust structuring, and Powers of Attorney, with opportunities to progress toward partnership. You will work closely with clients and junior colleagues to deliver strategic advice and superior service. This position offers a clear path to partnership through leadership, client development, and firm growth initiatives.
Pay / Benefits
- Hybrid working
- Private Medical Insurance
- Life Insurance
- Health cash plan
- Social and networking events
- Career progression toward partnership
Responsibilities
- Lead and supervise junior staff within the Succession & Tax team
- Provide tax and estate planning advice to high net worth clients
- Advise on succession planning for farmers and business owners
- Manage complex probate and estate administration matters
- Advise on creation, restructuring and winding up of trusts
- Provide guidance on Enduring and Lasting Powers of Attorney and Court of Protection matters
- Drive business development and contribute to the firm’s growth strategy
Key requirements
- Qualified Solicitor or CILEX with higher rights
- Significant private client experience including tax and estate planning
- Experience managing complex probate and estate administration
- Knowledge of trusts creation, restructuring and winding up
- Expertise in Enduring and Lasting Powers of Attorney and Court of Protection matters
- Succession planning experience with farmers and business owners (highly desirable)
- Leadership skills with ability to supervise junior staff
- Strong business development and client relationship skills
- STEP Membership or progress towards it
- leadership
- relationship-building
- client service
- tax and estate planning
- probate and estate administration
- trust creation, restructuring and winding up
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