Role: Private Client Solicitor
If you think you are the right match for the following opportunity, apply after reading the complete description.
Salary: £45k-£50k dependent on experience
Location: Barry
Hours: Monday – Friday (9am – 5pm) (1 day Hybrid)
Role Description
The right candidate will be able to provide legal advice and support to individuals and families on a range of private client matters, including wills, probate, estate administration, trusts, lasting powers of attorney and inheritance tax planning.
The successful candidate will manage their own caseload, build strong client relationships, and deliver a high standard of legal service. They will ensure that all matters are handled efficiently, sensitively and in accordance with relevant legislation, professional standards, and the firm's procedures.
The role will involve maintaining and nurturing the client base whilst actively raising the profile of the firm and partaking in business development.
Key Responsibilities
Wills and Estate Planning
- Draft, review and update wills in accordance with clients' wishes
- Advise clients on estate planning, inheritance, and the distribution of assets
- Explain the legal implications of different estate planning options
- Identify opportunities to protect family wealth and plan for future generations
Probate and Estate Administration
- Advise executors and beneficiaries on the probate process.
- Prepare and submit applications for grants of probate and letters of administration
- Administer estates, including identifying assets, settling liabilities, xgikmsk and distributing funds to beneficiaries
- Liaise with banks, financial institutions, HM Revenue & Customs, beneficiaries, and other relevant parties
- Prepare estate accounts and ensure that all relevant deadlines are met
Trusts and Inheritance Tax Planning
- Advise clients on the creation and administration of trusts
- Assist trustees in understanding and fulfilling their legal responsibilities
- Provide advice on inheritance tax and relevant exemptions and reliefs
Private Client Solicitor in Barry employer: Redmore Recruitment
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