Overview
In this role you join the Agriculture & Landed Estates team to manage a technical private client caseload with emphasis on tax planning, estates and trusts. You will work in a supportive, high-performing firm and handle complex matters with autonomy. The work centers on inheritance and capital gains tax planning, asset protection, and probate-related tasks for agricultural clients. This is an opportunity to shape long-term estate strategies within a collaborative environment.
Pay / Benefits
- hybrid working arrangements where possible
- clear career progression pathways
- supportive and intellectually stimulating environment
- recognition for technical excellence and client service
- high quality, interesting work with long standing clients
Responsibilities
- Tax and tax-efficient Wills
- Probate and estate administration
- Lasting Powers of Attorney
- Lifetime tax planning
- Court of Protection matters
- IPFD claims
- Trust creation, administration, and restructuring
- Autonomously managing matters with minimal supervision
Key requirements
- 5+ years PQE in private client work
- Strong inheritance tax and capital gains tax planning expertise
- Experience advising on trusts and tax-efficient structures
- Excellent communication and client care skills
- Ability to manage complex matters independently
- High attention to detail and strong drafting ability
- Proactive, organized, and motivated approach
- Passion for tax planning and long-term estate strategy
- Experience with agricultural clients or landed estates is advantageous
- strong communication
- client care
- attention to detail
- inheritance tax planning
- capital gains tax planning
- trusts and estate planning
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