Private Wealth Lawyer

Private Wealth Lawyer / Partner – Swindon

This strong regional law firm are seeking to secure a Private Wealth Partner to join their highly ranked Private Client team,. This is a fantastic opportunity to be part of a team who advise HNW clients across the agricultural sector.

Key responsibilities:

• Lead and supervise a well-regarded Private Wealtg team
• Play an active role in delivering the firm’s growth strategy through networking and referrer engagement
• Manage a varied and complex caseload, including:
• Tax-efficient estate and succession planning for high net worth and ultra-high net worth individuals
• Advising farmers and business owners on intergenerational succession planning
• Administration of complex estates, including rural and business assets
• Creation, restructuring and termination of trusts
• Advising on Inheritance Tax planning, including lifetime giving strategies
• Preparing Wills and Lasting Powers of Attorney
• Court of Protection matters
• Engagement with HMRC and professional valuers in relation to inheritance and agricultural property reliefs

What experience is required:

Qualified Solicitor or Chartered Legal Executive circa 6PQE +

• Experience within a Private Wealth team, ideally with exposure to agricultural or rural estates
• Solid understanding of tax planning, estate administration, and succession matters
• STEP qualification or membership of the Law Society’s Private Client Section (desirable but not essential)

You will be joining a highly regarded Private Wealth and Agriculture team at a firm that offers hybrid working, a supportive culture, and opportunities for career progression.

Apply now to Loraine Silvester at G2 Legal or call for a confidential discussion

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