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Yolk Recruitment is supporting a well-established and highly regarded Somerset law firm with the recruitment of a Wills, Tax & Trusts Lawyer to join its Private Client team in Wells. This is an excellent opportunity for an experienced Private Client Solicitor or Chartered Legal Executive who enjoys high-quality, complex work and wants to join a respected firm with a strong reputation across the local market.

You will be advising clients on a broad range of private client matters, including wills, tax planning, trusts, estate administration and powers of attorney. The quality of work is exceptional, often involving complex and high-value instructions, making this a brilliant opportunity for a Private Client Lawyer who wants to develop their technical expertise while delivering an empathetic and personal service to clients.

This is what you will be doing:

• Managing a varied caseload of private client matters, including wills, tax planning, trusts, estate administration and powers of attorney.
• Preparing and advising on all aspects of wills, including more complex and high-value instructions.
• Setting up and managing lifetime trusts, including overseeing annual tax returns and related administration.
• Managing estate and trust administration matters from instruction through to completion.
• Advising clients on inheritance tax planning, with a working knowledge of capital taxes.
• Managing a portfolio of clients for whom the firm holds Lasting Powers of Attorney, including property and financial affairs, and health and welfare matters.
• Keeping up to date with developments in private client law, taxation and compliance to ensure accurate and effective advice.
• Delivering high-quality, empathetic client care while building strong relationships with existing clients and professional referrers.
• Supporting business development by building rapport with local accountants, financial advisers, surveyors and other introducers, while actively attracting new clients.

The experience you will bring to the team:

• Experience as a Private Client Solicitor, Chartered Legal Executive or experienced Wills, Tax & Trusts Lawyer.
• Strong technical knowledge across wills, trusts, estate administration, tax planning and powers of attorney.
• A working knowledge of inheritance tax and capital taxes.
• Experience managing complex and high-value private client matters.
• Excellent client care skills, with the ability to provide sensitive, clear and empathetic advice.
• Strong communication skills and confidence building relationships with clients, professional referrers and local contacts.
• Good organisation, attention to detail and the ability to manage a busy caseload effectively.
• A proactive approach to business development and maintaining strong professional relationships.

This is what you will get in return:

• Competitive salary, dependent on experience.
• The opportunity to join a well-established and highly regarded Somerset law firm.
• High-quality private client work, including complex and high-value instructions.
• A supportive and collaborative Private Client team.
• Genuine scope to build long-term client relationships and develop your profile locally.
• The opportunity to work closely with accountants, financial advisers, surveyors and other professional referrers.
• A role based in Somerset with a respected firm that has a strong presence across the local market.

Are you up to the challenge? If you're a Private Client Lawyer, Wills, Tax & Trusts Lawyer, Solicitor or Chartered Legal Executive looking for a high-quality private client role in Wells, we'd love to hear from you. Apply today or get in touch to find out more.