At a Glance
- Tasks: Manage estates, prepare Wills, and advise on tax matters in a supportive team.
- Company: Established law firm with a friendly and approachable culture.
- Benefits: Competitive salary, monthly holiday bonus, and a fixed fee structure for clarity.
- Other info: Join a dynamic team with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your legal expertise.
- Qualifications: 2 years PQE and experience in private client work required.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a qualified Private Client / Wills and Probate Lawyer to join our busy Whitefield Office. The successful candidate will be taking over a very busy, successful and well managed caseload supported.
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.
- 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 under Power of Attorney or without Power of Attorney.
- Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets.
- Advising with regard to DSS benefits and making necessary applications.
- A knowledge of social care and CHC funding would be useful.
Court of Protection
- Making applications to the Court for the appointment of a Deputy and all relevant orders and directions.
- Complying with terms of Court Orders and directions.
- Producing accounts for the Court.
- Dealing with all necessary formalities of the Court and generally with the Patient’s affairs.
Business Development
- Proven experience of business development.
About you
- 2 years PQE + Experience in the full spectrum of private client work necessary.
- Ability to work in a paper light environment.
About the role
- Hours – Full Time - Monday to Friday - 09:00 - 17:15.
- Position - Permanent.
- Salary dependent on experience.
- Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).
- This role will be working within a friendly, well established and approachable team.
- Working on a fixed fee basis means there is no uncertainty as to your outlay.
Lawyer - Private Client / Wills and Probate - Whitefield employer: HCB ACCOUNTANTS LLP
Join our dynamic Family Law department in Whitefield, where we prioritise a supportive work culture that fosters professional growth and development. As a Legal Assistant, you'll benefit from competitive salaries, a structured work schedule, and the opportunity to engage with a diverse range of clients while contributing to meaningful legal outcomes. Our commitment to employee well-being and continuous learning makes us an exceptional employer in the legal sector.
StudySmarter Expert Advice🤫
We think this is how you could land Lawyer - Private Client / Wills and Probate - Whitefield
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend networking events, join relevant online groups, and don’t be shy about reaching out to former colleagues or classmates. You never know who might have a lead on that perfect Private Client role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in Wills and Probate. Share specific examples of how you've handled complex cases or provided exceptional client service. This will show them you're the right fit for their busy caseload.
✨Ace the Interview
Prepare for your interviews by researching common questions for Private Client Lawyers. Practice your answers, focusing on your ability to manage estates and navigate tax issues. Remember, confidence is key, so walk in ready to impress!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that job! We love seeing candidates who take the initiative and show genuine interest in joining our team. Plus, it makes the process smoother for everyone involved.
We think you need these skills to ace Lawyer - Private Client / Wills and Probate - Whitefield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client / Wills and Probate role. Highlight your relevant experience, especially in estate administration and tax matters, so we can see how you fit into our busy team.
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 skills align with our needs. We love seeing genuine enthusiasm for the role!
Showcase Your Experience:Don’t just list your qualifications; showcase your experience in handling estates, preparing Wills, and advising clients on tax matters. We want to know how you've made a difference in your previous roles!
Apply Through Our Website:We encourage you to apply through our website for a smoother 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 HCB ACCOUNTANTS LLP
✨Know Your Stuff
Make sure you brush up on the specifics of private client law, especially around Wills and Probate. Familiarise yourself with the processes of Grant of Probate, tax forms, and estate administration. Being able to discuss these topics confidently will show that you're ready to take on the busy caseload.
✨Showcase Your Experience
Prepare examples from your past work that highlight your experience in handling estates, advising clients, and drafting legal documents. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewer to see your capabilities.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client care, their business development strategies, or how they support their lawyers in managing workloads. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Be Personable and Approachable
Since you'll be dealing with sensitive matters and elderly clients, it's crucial to convey warmth and empathy during your interview. Practice your communication skills to ensure you come across as friendly and approachable, which is key in building trust with clients.
