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Private Client Solicitor

Solihull

Private Client Solicitor

Solihull

Full Time

Competitive Salary

Probate

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

Company Perks:

Our client offers a work-life balance, flexibility including hybrid working.

25 days holiday + BHs.

Annual bonus related to achievement of fee income targets.

Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).

Comprehensive training and development opportunities

Apply

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