Job Description
Private Client Solicitorn Bristol
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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.
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You will join a private wealth team known for its technical strength and collaborative approach.
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The Role:
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- 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
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Your Experience:
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- 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
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An interest in continuing professional development, with support available for STEP and/or CTA qualifications
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Ideal person is someone who can explain complex estate planning matters in a clear, pragmatic way while building trust with clients.
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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.
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