Associate – Private Client in Guildford

We are seeking a lawyer with experience and interest in private client tax advisory work, likely to have a minimum of 2 PQE.

This is an excellent opportunity to develop experience in our broad based team, recognised for providing a real alternative to the City for complex private client matters given the quality of the offering.

We advise on the full spectrum of private client work and pride ourselves at being able to advise both on the essentials of succession planning and in relation to complex estates with complex tax and trust issues to address.

Our work ranges from complex international tax planning for UHNW non-domiciliaries to landed estates and estate administration.

Much of our work has an international dimension both in relation to succession and trust based issues (onshore and offshore), as well as tax concerns.

Representative cases include

• Advising a number of non-UK domiciled clients on pre‑arrival UK tax planning.
• Advising the individual members of a management team of a PE backed company with a value of £2bn in relation to pre‑exit planning before a round of refinancing.
• Advising a Sunday Times Rich List family in relation to a tax‑efficient succession strategy, charitable giving and investment tax issues.
• Advising the family office for a large European family (£1bn+) in relation to their wealth holding and investment management structure.
• Advising an ultra‑high‑net‑worth global family in relation to the restructuring of their offshore trust interests to ‘modernise’ the control structure in light of increased family numbers.
• Working alongside a very successful entrepreneur (net wealth £250m+) to consider a complex trust history for part of the business and whether this structure should be revised in light of current circumstances.

Qualifications and Experience

We are looking for a strong team player with good inter‑personal skills, strong academics and high quality experience – typically with a major City or leading national/regional practice.

Excellent communication skills are a must.

An appetite for business development would be a definite advantage.

Candidates should have a background in a broad range of quality private client work, including experience in tax advisory.

We offer excellent supervision, coaching and training within our friendly team, but we expect all team members to take responsibility at an early stage.

The right candidate should be able to work with initiative to provide the highest quality advice and service.

Excellent organisational skills with the ability to manage your own workload are also required.

The Opportunity

• Pensions Scheme (5% employer contribution)
• Private medical insurance
• Permanent health insurance
• Life assurance
• Receive either the sum of £750 per annum as a travel allowance or reimbursement of carparking expenses via a pay as you go card at a local carpark (likely to be Farnham Road carpark)
• Travel – option to apply for an interest free loan for a season ticket or parking permit
• Enhanced maternity/paternity pay (after sufficient service)
• Critical illness insurance
• Cycle to work schemes
• Give as you earn
• Discounted gym memberships and shopping
• Profit share and discretionary bonus schemes
• Diversity & Inclusion

We have a strong commitment to diversity and inclusion (D&I).

This drives a strategy which focuses on constant promotion of an inclusive culture that encourages everyone to realise their full potential and be themselves at work.

In 2020 we were shortlisted for “Best D&I Initiative” at The HR Awards and for “Best Talent and Inclusion Initiative” at The Lawyer Awards.

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