Lawyer – Private Client / Wills and Probate – Whitefield

We are recruiting for a qualified Private Client / Wills and Probate Solicitor / Lawyer to join our busy Whitefield Office.

The successful candidate will be taking over a very busy, successful and well managed caseload supported.

Estate Administration

• Dealing with administration of estates from start to finish.
• Preparation and application for Grant of Probate and Letters of Administration.
• Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
• Attending to house clearances where appropriate.
• Collecting in and realising assets and paying liabilities.
• Distributing the estate and preparing income and distribution accounts.
• Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.

Wills

• Taking instructions and advising as necessary.
• Assessing the capacity of the Client, where necessary.
• Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation.
• Drafting, preparation and attesting of Wills.
• Applying for Statutory Wills, where necessary.

Trusts and Tax

• Advising generally with regard to Trusts.
• Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation.
• Drafting Trust documents.

Powers of Attorney / Lasting Powers of Attorney

• Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
• Assessing the capacity of the Client, where necessary.
• Drafting Powers of Attorney.
• Preparing applications with regard to the registration of Enduring Powers of Attorney.
• Acting as Certificate Providers.

Advising and looking after interests of elderly clients

• Dealing with their affairs either under Power of Attorney or without Power of Attorney.
• Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets.
• Advising with regard to DSS benefits and making necessary applications.
• A knowledge of social care and CHC funding would be useful.

Court of Protection

• Making applications to the Court for the appointment of a Deputy and all relevant orders and directions.
• Complying with terms of Court Orders and directions; producing accounts for the Court.
• Dealing with all necessary formalities of the Court and generally with the Patient’s affairs.

Business Development

• Proven experience of business development.

About you

• Experience in the full spectrum of private client work necessary.
• Ability to work in a paper light environment.

About the role

• Hours – Full Time – Monday to Friday – 09:00 – 17:15.
• Position – Permanent.
• Salary dependent on experience.
• Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).

Working on a fixed fee basis means there is no uncertainty as to your outlay.

#J-18808-Ljbffr…