Sr Associate-Partner – Private Client – Gloucestershire-Hybrid

Overview

In this Private Client role, you will advise on wills, trusts and LPAs while guiding clients through estate and inheritance tax planning and probate matters. You will work within a collaborative, family-focused team that prioritizes client relationships and tailored solutions for individuals, families, business owners and entrepreneurs. You’ll help clients protect wealth, plan for the future, and navigate succession for owner-managed businesses. The role offers a path for seasoned seniors or partners to contribute to a thriving practice in a supportive, high-quality environment. This is an opportunity to shape client outcomes and grow the private client practice within a reputable firm.

Responsibilities

• Advising on wills, trusts and lasting powers of attorney (LPAs)
• Supporting clients with estate and inheritance tax planning
• Delivering probate and estate administration services
• Guiding family and owner-managed businesses through succession planning
• Building trusted relationships with clients and professional advisors

Key requirements

• client relationship management
• commercial mindset
• team collaboration
• wills and trusts
• LPAs
• estate planning

…