Private Client Solicitor
Bristol
This is a fantastic opportunity for a qualified private client solicitor / chartered legal executive to join this highly regarded private wealth team. This role focuses on advising wills, succession planning and trust matters, for a HNW and UHNW client base.
You will join a private wealth team known for its technical strength and collaborative approach.
The Role:
- Advising clients on estate and succession planning
- Providing guidance on lifetime planning
- Advising on the creation, structuring and ongoing management of trusts
- Supporting clients with inheritance tax and capital gains tax considerations
- Assisting business owners with succession and pre-exit planning strategies
- Preparing lasting powers of attorney
- Advising on deeds of variation and post-death planning arrangements
Your Experience:
- Qualified solicitor or chartered legal executive with circa 4 years’ PQE
- Strong expertise in wills, trusts and lifetime planning
- Experience advising high net worth individuals and families
- Technical understanding of tax considerations in estate planning
An interest in continuing professional development, with support available for STEP and/or CTA qualifications
Ideal person is someone who can explain complex estate planning matters in a clear, pragmatic way while building trust with clients.
Interested and want more information, then please get in touch with Loraine Silvester at G2 Legal for a confidential chat or forward a copy of your CV.
#INDCATS
Vacancy posted 14 days ago
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