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My client is searching for an Associate Private Client Solicitor to join their offices based in Devizes, Wiltshire on a hybrid basis.

This role requires advising clients with tax planning advice, as well as advice on inheritance and capital gains tax savings. The role will require providing clients with tax efficient solutions in areas such as passing wealth to future generations, as well as advising on the formation and drafting of trusts documents and family partnerships. Deceased estate administration work relating to complex estates is likely to be involved but this is not expected to be a major component.

An Associate-level solicitor is expected to require minimal supervision in the day-to-day conduct of their work.

Specific Areas of Law :

An Associate will be required to develop, conduct and deliver their own workload across the following areas of expertise within the team:

• Tax and Tax efficient Wills
• Probate and estate administration
• LPAs
• Lifetime Tax Planning
• Court of Protection
• IPFD Claims
• Trusts

Experience and knowledge:

• 4-7 years post qualification experience
• In depth experience and understanding of Inheritance Tax and Capital Gains Tax planning in the context of individuals and trusts with emphasis on family businesses, landed estates and farming enterprises and knowledge of other taxes relevant to these areas (other than VAT) and keen interest in expanding experience and knowledge in these areas.
• In depth understanding of the use of trusts and settlements within tax planning and asset protection
• Ability to draft related bespoke documents and a significant enjoyment of this aspect of the work
• An 'expert' in matters of tax efficiency and planning and the use of trusts, and a real passion to work in this area of the law.
• Experience of managing own work load effectively, particularly in a pressurised environment
• Strong organisational skills
• Flexible approach to work
• Excellent written and verbal communication skills
• Ability to demonstrate commitment to high quality and a customer service focus
• Ability to travel to, clients etc

Professional Qualifications:

• At least a degree of 2:1 or evidence of a similar ability
• Recognised professional qualification as a Solicitor entitling the role-holder to practice in England & Wales.
• Current practising certificate (or entitlement to obtain one) from the Law Society
• Evidence of continuing professional development in the areas of expertise outlined above.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful