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Private Client Solicitor

    Private Client Solicitor - Evesham, United Kingdom - ACS Recruitment Solutions Ltd

    ACS Recruitment Solutions Ltd
    ACS Recruitment Solutions Ltd Evesham, United Kingdom

    1 week ago

    Default job background
    permanent Legal
    Description
    Private Client Solicitor EveshamFull TimeCompetitive 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.
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