Private Client Solicitor

The Private Client Solicitor will deal with a range of work and responsibilities including;

• Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
• Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
• Considering and advising on the creation of new trusts as well as altering existing trusts
• Compliance requirements for trusts and other entities, including the Trust Registration Service
• Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc
• The use of life insurance with trusts in estate planning
• Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
• Attending meetings with the personal representatives and third parties, collating information on the assets and liabilities and verifying that information, arranging the valuation of assets, preparing applications for grants of representation, including both online submissions and paper applications, drafting full Inheritance Tax accounts and returns of estate information, dealing with HMRC enquiries
• Drafting full estate accounts
• Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
• Advising on deeds of variation, deeds of disclaimer and other post death tax planning