Job Description
Established role within the Private Client Department. Proven background and demonstrable enthusiasm for Private Client work. To include: Contentious Probate work to include but not limited to claims under Inheritance (Provision for Family and Dependants Act) 1975. Preparation of Wills Administration of Estates for business and private clients Lifetime and PostDeath Tax Planning Lasting Powers of Attorney Court of Protection Orders Residential and Nursing Care Issues Trust formation and administration Excellent opportunity to gain skills and experience and have a hand in the development of a long established forwardthinking and expanding firm. The role will also involve active participation in the firm s marketing article drafting PR business development social media and networking activities as appropriate. Requirements Circa 3 years PQE. The STEP or SFE qualification would be preferred but is not essential. Knowledge of the law relating to Contested Wills and Inheritance Act claims. Demonstrable experience of successfully having acted for clients in contentious Probate matters. Ability to advise and progress claims on behalf of a dependent under IPFDA 1975. Experience in a variety of different areas of dispute in Probate including disputes over the validity of a Will capacity of the testator and disputes as to an estate administration and costs charged by the person administering an estate. Preparation of responses to a Larke v Nugus request. Demonstrate an understanding of the preparation of Wills (including Wills incorporating measures aimed at asset protection and mitigation of tax). Fundamental principles of inheritance capital gains and income tax and their application in an estate planning context. Formation administration and taxation of trusts; administration of estates; deeds of variation. Knowledge of the preparation and registration of Lasting Powers of Attorney. Ability and willingness to learn and manage workload in an efficient and organised manner and meet clients demanding requirements. Able to communicate very well in writing using correct grammar and plain English. Enthusiastic willing and strong team player have an excellent balance between technical ability and commercial awareness. Possess strong organisational and interpersonal skills and be IT proficient. Benefits 24 days of annual leave plus Bank Holidays A variety of employee benefits including; Life Assurance Opticians Scheme Staff Discounts and Christmas Saving Club. Circa 3 years PQE. The STEP or SFE qualification would be preferred but is not essential. Knowledge of the law relating to Contested Wills and Inheritance Act claims. Demonstrable experience of successfully having acted for clients in contentious Probate matters. Ability to advise and progress claims on behalf of a dependent under IPFDA 1975. Experience in a variety of different areas of dispute in Probate, including disputes over the validity of a Will, capacity of the testator and disputes as to an estate administration and costs charged by the person administering an estate. Preparation of responses to a Larke v Nugus request. Demonstrate an understanding of the preparation of Wills (including Wills incorporating measures aimed at asset protection and mitigation of tax). Fundamental principles of inheritance, capital gains and income tax and their application in an estate planning context. Formation, administration and taxation of trusts; administration of estates; deeds of variation. Knowledge of the preparation and registration of Lasting Powers of Attorney. Ability and willingness to learn and manage workload in an efficient and organised manner and meet clients demanding requirements. Able to communicate very well in writing using correct grammar and plain English. Enthusiastic, willing and strong team player, have an excellent balance between technical ability and commercial awareness. Possess strong organisational and inter-personal skills and be IT proficient.