Overview
In this role you support a leading private wealth practice in Guildford, advising high-net-worth clients on wealth, succession and tax planning. You will manage your own caseload while collaborating with a respected team to deliver comprehensive estate planning, wills and trusts work. The role combines hands-on drafting with client-facing duties and opportunities to contribute to business development. You will thrive in a collaborative culture that values high professional standards and knowledge sharing.
Responsibilities
- Advising on UK succession and tax planning
- Drafting wills, trusts and related estate planning documentation
- Managing a varied caseload with appropriate supervision
- Supporting business development initiatives such as seminars, events and pitches
- Collaborating with colleagues and aiding in supervising junior team members
- Contributing to internal knowledge sharing and maintaining high professional standards
Key requirements
- Qualified Solicitor in England & Wales (or equivalent)
- Experience advising on private client matters including wills, trusts and tax planning
- Exposure to high-net-worth individuals
- Strong drafting and organisational skills
- A proactive and collaborative approach to team working
- Excellent client communication skills and attention to detail
- proactive
- collaborative
- excellent communication
- drafting wills and trusts
- tax planning for private clients
- estate planning documentation
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