Private Client Solicitor

Private Client Solicitor 
Evesham
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.

• 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

• Advising generally with regard to Trusts
• Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation

• Drafting Trust documents

• 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

• 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.

• 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

• Proven experience of business development

• 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.