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For Companies At a Glance
- Tasks: Manage estates, prepare legal documents, and advise clients on tax matters.
- Company: Join a growing law firm in Bedford, specialising in Wills and Probate.
- Benefits: Enjoy a competitive salary and fixed fee structure for financial clarity.
- Why this job: Make a real impact by helping clients navigate important life decisions.
- Qualifications: 4 years PQE required; SFE and STEP membership preferred.
- Other info: Monday to Friday hours with a supportive team environment.
The predicted salary is between 36000 - 60000 £ per year.
We are seeing to recruit an experienced fee earnerto join our expanding Wills and Probate / Private Clientteam at our Bedford office.
About the role / Duties:
- 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
- Being aware of limitations and signposting Trustees to the right expert or professional
- 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 for them or assisting their attorneys under a Lasting or Enduring Power of Attorney.
- Assisting the directors where they are appointed as under an LPA or are appointed as Deputies.
- Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets where the directors of HCB are appointed as Attorney or Deputy for the client.
- A knowledge of social care and CHC funding would be useful.
- An awareness of benefits and being able to signpost where they or their attorneys can apply to get help.
- Membership of Association of Lifetime Lawyers desirable.
Court of Protection
- Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
- plying with terms of Court Orders and directionsProducing accounts for the Court
- Dealing with all necessary formalities of the Court and generally with the Patient’s affairs
Business Development
- Experience of business development and a willingness to engage in and take part in HCB marketing activities and help grow private client in Bedford and across the group.
Details:
- Hours: Monday to Friday – 9:00 to 5:15
- Attractive salary dependent on experience
Working on a fixed fee basis means there is no uncertainty as to your outlay.
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Lawyer - Private Client / Wills and Probate - Bedford employer: HCB ACCOUNTANTS LLP
Contact Detail:
HCB ACCOUNTANTS LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lawyer - Private Client / Wills and Probate - Bedford
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in Wills and Probate. Attend local legal events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest developments in Wills and Probate law. Keeping up-to-date with changes in legislation and tax implications will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider obtaining additional qualifications such as SFE or STEP membership if you haven't already. These credentials can set you apart from other candidates and show your dedication to professional development in private client work.
✨Tip Number 4
Prepare for interviews by practising common questions related to estate administration and tax advice. Being able to articulate your experience and approach to handling complex cases will help you stand out as a strong candidate.
We think you need these skills to ace Lawyer - Private Client / Wills and Probate - Bedford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Wills and Probate, particularly any specific cases or tasks that align with the job description. Emphasise your PQE and any memberships like SFE or STEP.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your passion for private client work. Mention specific experiences that showcase your ability to handle estate administration and tax matters.
Showcase Business Development Skills: Since the role requires proven business development experience, include examples of how you've successfully attracted new clients or expanded services in previous roles. This will set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or typos. A polished application reflects your attention to detail, which is crucial in the legal profession.
How to prepare for a job interview at HCB ACCOUNTANTS LLP
✨Showcase Your Experience
Make sure to highlight your relevant experience, especially your PQE and any specific cases you've handled in Wills and Probate. Be prepared to discuss how your background aligns with the duties outlined in the job description.
✨Demonstrate Your Knowledge of Taxation
Since the role involves advising on Inheritance Tax, Income Tax, and Capital Gains Tax, brush up on these topics. Be ready to discuss tax mitigation strategies and how you have applied them in past roles.
✨Prepare for Client Interaction Scenarios
Given the nature of the role, you may be asked about your approach to client interactions, particularly with elderly clients or those requiring Lasting Powers of Attorney. Think of examples that showcase your empathy and communication skills.
✨Business Development Insights
As business development experience is a plus, come prepared with examples of how you've successfully attracted new clients or expanded services in previous roles. This will demonstrate your proactive approach and understanding of the firm's growth.
