At a Glance
- Tasks: Advise on complex estate and tax planning for high-net-worth clients and family businesses.
- Company: Join a leading Private Wealth team in a dynamic hybrid work environment.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Collaborate with senior colleagues and drive business development initiatives.
- Why this job: Make a real impact by shaping the financial futures of families and businesses.
- Qualifications: Significant experience in Wills, trusts, and tax planning; STEP/CTA qualifications preferred.
The predicted salary is between 60000 - 80000 £ per year.
An excellent opportunity has arisen for an experienced Private Client Solicitor to join my clients team in their Reading, Berkshire offices on a hybrid basis. This senior role sits within the Private Wealth team and is ideal for someone who thrives on technical work and wants to contribute to the strategic growth of a high-performing practice. The position centres on sophisticated tax and estate planning, including cross-border structures, multi-jurisdictional estates and complex and high-value family wealth arrangements. You will work closely with senior colleagues on advanced planning matters while also helping to drive business development initiatives and strengthen the team’s market presence.
Role & Responsibilities:
- Advising on complex estate and tax planning for High-Net-Worth individuals, business owners and internationally mobile clients
- Developing inheritance tax strategies and succession planning solutions for families with multi-jurisdictional assets
- Drafting wills, LPAs, trust documentation and related private client instruments
- Structuring, creating and administering trusts, including those with cross-border elements
- Supporting senior lawyers on advanced tax and estate planning projects, including international planning and restructuring
- Advising family-owned businesses on succession planning, governance structures and long-term wealth preservation
- Developing tax-efficient strategies for the transfer of business interests, including reliefs such as Business Property Relief and related planning
- Working with corporate and commercial colleagues on the private-client aspects of business restructures, shareholder arrangements and exit planning
Skills, Attributes & Experience:
- Significant experience across Wills, trusts, tax and broader Private Client advisory work
- Strong technical grounding in estate and tax planning, particularly for High-Net-Worth and cross-border clients
- Confidence handling complex matters independently, including multi-jurisdictional planning
- Experience advising family business owners on succession, governance and the taxation of business assets
- Strong understanding of Business Property Relief, Capital Gains Tax planning and the tax implications of transferring business interests
- Ability to navigate the interplay between corporate structures and personal estate planning for entrepreneurial and multi-generational families
- STEP and/or CTA qualifications preferred
- Excellent drafting, analytical and communication skills
- A meticulous, organised and methodical approach
- Commercial awareness and the ability to apply legal knowledge pragmatically
- Experience supervising junior colleagues
- A proactive approach to business development and profile-raising
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Senior Associate - Private Client in Reading employer: Clear IT Recruitment Limited
Join a leading Private Client team in Reading, Berkshire, where you will thrive in a collaborative and high-performing environment. Our firm offers exceptional benefits, including hybrid working options, professional development opportunities, and a strong focus on employee growth, ensuring that you can advance your career while making a meaningful impact on the lives of High-Net-Worth clients. With a commitment to fostering a supportive work culture, we empower our employees to excel in sophisticated tax and estate planning, contributing to the strategic growth of our practice.
Contact Details:
Clear IT Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate - Private Client in Reading
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals in your field. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers or colleagues, make sure to highlight your expertise in estate and tax planning. Share examples of your past work, especially those complex cases involving high-net-worth clients. We want them to see how you can add value to their team!
✨Be Proactive
Don’t wait for job openings to come to you. Reach out to firms directly, even if they’re not advertising a position. Let them know you’re interested in joining their Private Wealth team and how your skills align with their needs. We believe that taking initiative can really set you apart from the crowd.
✨Apply Through Our Website
If you spot a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are enthusiastic about joining us at StudySmarter. Let’s make it happen together!
We think you need these skills to ace Senior Associate - Private Client in Reading
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your expertise in estate and tax planning, especially for High-Net-Worth clients, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client work and how your background aligns with our needs. Don’t forget to mention any relevant qualifications like STEP or CTA!
Showcase Your Technical Skills:We’re looking for someone with a strong technical grounding, so be sure to include examples of complex matters you’ve handled. Whether it’s cross-border planning or trust administration, let us know what you’ve achieved!
Apply Through Our Website:To make sure your application gets into the right hands, apply directly through our website. It’s the best way for us to see your application and get you on our radar!
How to prepare for a job interview at Clear IT Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of estate and tax planning, especially for High-Net-Worth individuals. Familiarise yourself with the latest trends in cross-border structures and multi-jurisdictional estates, as these are key areas for the role.
✨Showcase Your Experience
Prepare to discuss specific cases where you've successfully handled complex matters independently. Highlight your experience with drafting wills, trusts, and advising family businesses on succession planning to demonstrate your technical grounding.
✨Be Business Savvy
Since this role involves driving business development initiatives, think about how you can contribute to the firm's growth. Come prepared with ideas on how to strengthen their market presence and showcase your proactive approach to business development.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm’s strategic goals and how you can fit into their plans. This not only demonstrates your enthusiasm but also gives you a chance to assess if the firm aligns with your career aspirations.
