| Job Information |
Private Client Lawyer Senior
Future Partner Opportunity
Cornwall – Devon
40/150K+
Opportunity open to relocator
Stunning Office
What we are seeking to find:
We are seeking to find a Private Client lawyer that either works for a large law firm or a niche boutique law practise that is considered a specialist. Your law current law firm is geared to meet the needs of clients ranging from large landed estates through small and medium sized companies to individual private clients and their families.
Your Private client expertise could be described as focused practice, encompassing the areas of Property, Trusts, Tax and Estate Planning, Heritage Assets, Wills, Probate, Family & Matrimonial, Corporate and Dispute Resolution. Your current aim is to provide clients with a highly personal, and technically excellent, holistic service.
Your approach is always extremely client-focused – offering specialised personal attention and caring for the client’s overall objectives, while calling on the expertise of specialist colleagues as required. You always work towards establishing and maintaining long-term relationships with clients and their families and to giving up-to-the-minute advice on the latest developments in the law.
STRATEGIC TAX PLANNING:
We are seeking to find a Lawyer that has detailed knowledge of the appropriate structures for holding assets, whether through trusts, companies or partnerships. When required you offer and implement advice on wills and lifetime gifts or settlements and on minimizing capital taxation. Hopefully you will have extensive experience of the complex tax reliefs available for heritage property, and of advising how to extract the maximum benefit from them.
WILLS AND POWERS OF ATTORNEY:
You will have prominent Wills experience, they are a very important part of planning to meet family circumstances and substantial tax savings can be achieved by a correctly drawn will. Powers of attorney are also crucial in providing for management of your affairs if you should encounter either sudden or long term health problems.
PROBATE AND ADMINISTRATION OF ESTATES:
Provision and comprehensive estate administration services offer specialist expertise in handling difficult circumstances following bereavement, assembling details of estate assets, obtaining probate, dealing with Inheritance Tax issues and distributing the estate; administering intestate estates and dealing with contested wills.
TRUSTS:
Lawyers advise on all questions of trust law, and deal with the drafting and execution of trust and settlement documents in many contexts. They carry out the day-to-day administration of trusts owning many different asset types. An attorney’s expertise in specialist trust and tax matters also covers setting up charitable trusts and trusts of life insurance policies.
TAX:
Specialist attorneys and accountants provide comprehensive tax services in the administration of trusts and estates and the preparation of tax returns for individuals.
PORTFOLIO MANAGEMENT:
Lawyers offer advice on both legal matters and managing general finances. They have close links with stockbrokers and other independent advisers which enables them to have access to a wide range of high quality financial services, particularly in the areas of investments and insurance.
ESTATE PLANNING:
• Advice on all aspects on Inheritance Tax, Capital Gains Tax and Income Tax;
• Agricultural and business reliefs;
• Heritage property and works of art;
• Charitable gifts;
• Insurance and pension arrangements;
• Overseas aspects;
TRUSTS:
• The establishment and restructuring of trusts;
• Advice on all aspects of trust law;
• Offshore aspects;
• Administration of trusts;
• Preparation of accounts and tax returns;
CHARITIES:
• Trust or company, choosing the right medium;
• Formation and administration;
• Charities Act schemes;
WILLS AND PROBATE:
• Preparation of Wills;
• Advice on post-death inheritance variations;
• Executor and estate administration services;
• Inheritance Tax;
• Non-US domiciliary and overseas property;
• UK Probate for international estates;
PERSONAL FINANCIAL AND TAX MANAGEMENT:
• Preparation of tax returns / tax compliance;
• Liaising with investment advisers;
• Powers of Attorney;
• Deputyships;
• Court of Protection Orders;
Our private client lawyer will be involved in daily administration functions as described below:
Interviewing clients and advising on probate matters;
• Administration of Estates including preparation of IHT400, IHT205 and Oaths, IHT calculations affidavits, deeds of variation, deeds of appointment valuing shares, making claims for relief on loss on sale of shares and land, estate accounts;
• Income Tax Returns;
• Some administration of Trusts and trust accounts;
• Preparation of Enduring Power of Attorney, registration of Enduring of Attorney and Receivership Accounts;
• Preparing and submitting forms FR1, AP1, TR1, AS1 and RX3;
• Management, administration and distribution of estates;
• Probate and letters of administration for large and small estates including all aspects from initial interview with client;
• Preparation and drafting of all required special requirement documentation;
• Valuation of assets;
• Lasting powers of attorney:
• Registration of enduring powers of attorney;
• Special needs trusts;
• Contested hearings;
• Preparation of Inheritance tax forms; obtaining the grant and dealing with the closure and the final tax issues;
• Distribution accounts;
• Wills including will trusts and estate planning relating to inheritance tax or care home fees;
• Preparation and drafting of wills and complex matters to do with wills;
• Inheritance tax planning drafting;
• Inheritance tax planning accounting and mitigation;
• Deeds of variation;
• Declarations of trust;
• Lifetime and post death tax planning;
• Creation and administration of trusts;
• Registering enduring powers of attorney;
• Drafting and enduring powers of attorney;
• Court of Protection receivership matters;
• Complex Court of protection work, administration and application;
• Preparation of HMRC inheritance tax accounts IHT200 and IHT205;
• Applying for grants of probate and letters of administration including drafting relevant and appropriate oaths and affidavits;
• Correspondence, preparation of estate accounts, file costing and drafting bills;
• Lasting powers of attorney;
• Member of ACTAPTS;
• Possible member of Society of Trust and Estate Practitioners and the Law Society Probate Section.
• Registering EPAs and LPAs, preparing IHT205 and IHT400 forms;
• Drafting oaths for probate/administration;
• More complex matters of Elderly Client Law;
• Lasting powers and all applications for Deputyship;
• Preparing and administering powers of attorney;
• Making receivership applications to the court of protection and representing clients at inquests;
• Power of attorney including advice to clients and assessment of mental capacity;
• Preservation of elderly clients assets;
• Long term care issues and funding ;
• Long term care issues using securitization and funding techniques;
• Out of Office visits to clients homes, hospitals and care homes,
• Trust work and all administration and accounting;
• Obtaining grants of probate/letters of administration;
• Calculating and paying inheritance tax;
• Drafting deeds of variation and deeds of appointment (often in cases of nil rate band discretionary trusts);
• Liaising with the relevant financial institutions to obtain the required administration information;
• Administering estates, preparing estate accounts, drafting R27 and R185 forms;
• Discretionary trusts;
• Trust deeds administration;
Real Estate Conveyancing Knowledge
Some very knowledgeable attorneys’ will know about real estate work, a list of daily administration functions are listed below.
• Knowledge of Leasehold and freehold domestic/commercial conveyancing;
• HNI conveyancing
• Sale of probate properties;
• Transfers of Equity and Equity Releases;
• Commercial business Issues;
• Taking instructions from clients;
• Sending terms of engagement and estimates of fees and disbursements;
• Obtaining or checking Land Registry documents or title deeds (if the land is unregistered);
• Drafting or checking sales contracts and agreeing terms with the lawyer acting for the other party to the transaction;
• Collating and sending or checking supporting documents;
• Exchanging contracts and completing the transaction;
• Dealing with all financial aspects of a transaction;
• If the property is leasehold, obtaining the landlord’s agreement to the sale or the change of mortgage and dealing with apportionments of rent and service charges;
• Specific tasks for sales transactions include preparing the seller’s property information form; repayment of charges and paying the estate agent’s fee;
• Carrying out and checking pre-contract searches by checking whether the property is affected by local authority proposals, leases, easements or covenants, mortgages, land tax, susceptibility to flooding or subsidence, or liability for unsound building structures and repairs;
• Receiving and checking mortgage instructions from lenders and undertaking specific tasks required;
• Preparing transfer and mortgage deeds;
• Receiving mortgage funds;
• Paying Stamp Duty and Land Tax and dealing with the registration of client and lender with the Land Registry.
To apply for this career position please telephone 01872 274227 – 07724760904
Speak to: Ashley Armstrong, Jonny Scott-Slater or Joey Polperro;
Partners speak to Karen Palmer
CV2 – talentedlawyers@aol.com
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