At a Glance
- Tasks: Advise on complex estate and tax planning for high-net-worth clients.
- Company: Join a leading Private Wealth team in Reading with a hybrid work model.
- Benefits: Competitive salary, professional development, and a chance to shape your career.
- Other info: Opportunity for career growth and to work alongside senior legal professionals.
- Why this job: Make a real impact in sophisticated tax and estate planning for diverse clients.
- Qualifications: Significant experience in Wills, trusts, and tax advisory work required.
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
Join a leading Private Wealth team in Reading, Berkshire, where you will thrive in a collaborative and high-performing environment. Our commitment to employee growth is evident through ongoing professional development opportunities and a supportive work culture that values innovation and strategic thinking. Enjoy the unique advantage of working on complex, high-value cases while contributing to the firm's business development initiatives, all within a hybrid working model that promotes work-life balance.
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 for a chat. Building relationships can open doors that applications alone can't.
✨Show Off Your Expertise
When you get the chance to meet potential employers or colleagues, make sure to highlight your experience in tax and estate planning. Share specific examples of how you've tackled complex cases or contributed to business development initiatives. Let them see the value you bring!
✨Ace the Informational Interview
If you can, set up informational interviews with people in firms you're interested in. This is your chance to ask questions and learn more about their work culture while subtly showcasing your knowledge and enthusiasm for private client law.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. Plus, we love seeing candidates who take the initiative!
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 is tailored to highlight your experience in private client work, especially around tax and estate planning. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
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 you can contribute to our team’s growth. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills:Since this role involves complex matters, make sure to highlight your technical expertise in areas like cross-border planning and inheritance tax strategies. We’re looking for someone who can handle sophisticated cases with confidence!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clear IT Recruitment
✨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 advised clients on complex matters. Highlight your experience with drafting wills, trusts, and other private client instruments, as well as any business development initiatives you've led.
✨Ask Insightful Questions
Demonstrate your interest in the firm by asking thoughtful questions about their approach to private client work. Inquire about their strategies for developing inheritance tax solutions or how they handle international planning projects.
✨Be Proactive and Engaging
Show your proactive approach to business development during the interview. Share ideas on how you could help strengthen the team’s market presence and discuss any relevant networks you have that could benefit the firm.
