Overview
In this role you will join a busy Agriculture & Landed Estates Private Client team to advise on tax planning, inheritance and capital gains tax savings, and to draft trusts and family partnership documents. You will handle established caseloads while supporting partners and delivering precise, high-quality client service. The position offers growth within a collaborative, supportive firm and potential progression to partnership. You will work on complex estates and tax-efficient structures for landed estates and farming enterprises.
Pay / Benefits
- career development
- training opportunities
- potential progression to partnership
Responsibilities
- Advise on inheritance and capital gains tax planning
- Provide tax-efficient solutions for family businesses, landed estates, and farming enterprises
- Draft trust documents, settlements, and family partnership agreements
- Administer complex deceased estates
- Assist partners with established caseloads while managing matters independently
- Deliver high-quality client service with accuracy and efficiency
Key requirements
- 5+ years PQE in private client work
- In-depth knowledge of inheritance tax and capital gains tax planning
- Experience with trusts, settlements, and asset protection strategies
- Strong drafting skills and bespoke document preparation
- Excellent organisational skills and ability to workload manage under pressure
- Strong written and verbal communication skills
- Flexible approach and commitment to high-quality client service
- Ability to travel to meet clients
- Strong ICT skills
- client service orientation
- strong communication
- organizational skills
- inheritance tax planning
- capital gains tax planning
- trusts and settlements
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