Overview
In this role you will support high-net-worth individuals and families with private client matters, focusing on estate planning, succession, and tax-efficient structures. You will join a Legal 500-ranked team in a respected regional firm, handling complex estates and long-standing wealth matters. You’ll draft sophisticated wills, create lifetime planning structures, and oversee probate and trust administration, collaborating with accountants and IFAs. This position offers clear progression within a high-performing, supportive culture and the chance to contribute to high-value advisory work.
Pay / Benefits
- Flexible and hybrid working
Responsibilities
- Advise HNW individuals and families on private client matters
- Lead estate and succession planning with tax focus
- Draft complex wills and lifetime planning structures
- Create and administer trusts, including taxation aspects
- Oversee probate and post-death planning, including deeds of variation
- Collaborate with accountants, IFAs and colleagues across the firm
- Build long-term client relationships and support business development
Key requirements
- 1+ years PQE in private client law
- Confident handling of complex wills, trusts and estate planning
- Strong technical grounding in IHT and trust-related matters
- Commercial, personable and capable advising HNW clients
- Keen to develop long term within a high-performing team
- commercial mindset
- personable and client-focused
- strong relationship-building
- IHT
- trusts
- estate planning
…
