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- Tasks: Advise clients on estate planning, succession, and asset protection in a collaborative team.
- Company: Leading private client-focused firm with a supportive culture.
- Benefits: Highly competitive salary, hybrid working, and excellent training opportunities.
- Why this job: Join a respected team and make a real impact on high-net-worth clients.
- Qualifications: Scottish qualified solicitor with 3+ years PQE or equivalent experience.
- Other info: Flexible working options and a strong focus on career development.
The predicted salary is between 43200 - 72000 £ per year.
Are you a qualified private client solicitor with experience or an interest in succession and tax planning? Do you have experience working with clients who own landed estates or rural businesses? If so, this could be the perfect opportunity for you!
A leading private client-focused firm is seeking an experienced solicitor or tax advisory professional to join its Tax & Succession team. This team specialises in advising landed estates, rural businesses, and high-net-worth families on complex ownership and asset structuring arrangements.
You will provide comprehensive advice on estate planning, succession planning, trusts, and asset protection, as well as assist with estate administration and drafting legal documents. Collaboration is key—you’ll work alongside experts in property, business law, charity law, family law, and litigation to deliver holistic solutions to clients.
What We’re Looking For
- Scottish qualified solicitor with 3+ years PQE (or equivalent experience).
- We welcome applications from solicitors qualified in England & Wales and tax advisory professionals with relevant experience.
- Strong technical and practical skills, with commercial awareness and the ability to manage complex work independently.
- A full STEP membership or willingness to complete the STEP diploma (funded by the firm).
- Excellent interpersonal skills, discretion, and empathy when dealing with clients.
Why Join?
- Work with a highly respected team in a supportive, collegiate environment.
- Access to outstanding training and career development opportunities.
- Hybrid working options and flexibility for part-time arrangements.
- Be part of a firm with an unrivalled reputation and long-standing client relationships.
To find out more, please contact Jill Cowan on 07931 811 330 or email jill@lusona.co.uk
Tax & Succession Senior Solicitor or Associate employer: Lusona Consultancy (Financial) Limited
Contact Detail:
Lusona Consultancy (Financial) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Succession Senior Solicitor or Associate
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with succession and tax planning. We want to see how your skills can benefit their team, so be ready to share specific examples of your work!
✨Prepare for Interviews
Do your homework on the firm and its clients before the interview. We suggest practising common interview questions and preparing some thoughtful questions of your own. This shows you’re genuinely interested and ready to hit the ground running!
✨Apply Through Our Website
Don’t forget to 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 take the initiative to engage directly with us!
We think you need these skills to ace Tax & Succession Senior Solicitor or Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in tax and succession planning. Highlight any relevant cases or projects you've worked on, especially those involving landed estates or rural businesses. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit for our Tax & Succession team. Don’t forget to mention your interest in working collaboratively with other experts.
Showcase Your Interpersonal Skills: Since you'll be dealing with high-net-worth clients, it's crucial to demonstrate your interpersonal skills. Share examples of how you've built relationships and handled sensitive situations in your previous roles. We value empathy and discretion!
Apply Through Our Website: We encourage you to apply directly 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. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of tax and succession planning. Familiarise yourself with the latest legislation and case law relevant to landed estates and rural businesses. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your skills in estate planning, trusts, and asset protection. Be ready to discuss how you've successfully managed complex cases and collaborated with other professionals, as teamwork is crucial in this role.
✨Ask Insightful Questions
Think of thoughtful questions to ask during the interview. Inquire about the firm's approach to client relationships or how they handle unique challenges in tax and succession planning. This demonstrates your engagement and helps you assess if the firm aligns with your values.
✨Emphasise Interpersonal Skills
Since this role involves working closely with high-net-worth clients, be prepared to discuss how you build rapport and handle sensitive situations with discretion and empathy. Share examples that illustrate your strong interpersonal skills and ability to connect with clients on a personal level.
