- Working with our strategic land team to advise a landowner on ways to structure the ownership of land before entering into a promotion agreement.
- Advising a family business owner on the transfer of the business and on the inheritance tax position on their death. Advising on options for improving the tax position and helping them navigate how best to divide the estate between the seven children.
- Advising an Italian nonUK domiciled client moving to the UK on secondment on prearrival planning and the use of overseas workday relief while working with his Italian advisers.
- Advising a UK/US couple on their estate planning including reviewing their lifetime revocable grantor trust and advising on the UK tax position.
- tax advice for individuals and their wealth;
- the creation and administration of trust and other vehicles to hold and manage private wealth;
- We take a flexible, agile approach to working patterns. As a team we agree together on the best working arrangements that will enable each of us to provide exceptional client service, to collaborate and connect with colleagues, and to achieve the right home/work balance. We ask that the team work in the office at least 50% of the time. We pride ourselves on our high-performance culture whilst offering a good work/life balance.
- 5 years' experience of working within the private client field;
- experience of meeting financial and non-financial targets;
- understand the importance of not just legal excellence but offering our advice in a way that reflects the client's commercial objectives; A commercial, pro-active and professional approach to work.
- Must be flexible, successfully adapting to changing demands and conditions.
- We embrace change and constantly evolve to meet our people's diverse needs, in the same way that we help our clients to navigate and stay ahead of developments, to move forward together.
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Customer Care Associate - Cheltenham, Gloucestershire, United Kingdom - Michelmores
Description
Are you keen to find an exciting new role where you will be part of a dynamic, forward-thinking, agile team? We help individuals, families and businesses navigate change to find a positive future.
We are a flexible, friendly and inclusive organisation with as clear a focus on fresh thinking as we have on growth and success.
We value and nurture our people's potential and inspiration and give them a creative, open and collaborative environment in which to develop a career and succeed.
We believe that whatever your legal experience, you will find Michelmores different.We nurture creative and commercial thinking to help in your long-term career success - it mirrors our approach to ensuring the very best outcomes for our clients too.
Right now, our highly regarded Tax, Trust & Succession (TTS) team is looking for an enthusiastic and ambitious Associate to join the growing team.
This opportunity also offers a real opportunity for career progression.Advising the trustees of a family trust holding an estate on the transfer of land to the next generation while mitigating future inheritance tax and drafting the relevant documentation.
Our Private Client team has a well-established practice, has consistently been awarded the top accolade in the Chambers High Net Worth rankings and has also been awarded STEP Platinum Employer Partner accreditation.
The team works across all four of our main offices and advises on a full range of Private Client work including:We are open to talk flexible working and to empower any candidate to put forward a flexible working pattern to meet their needs.
The role can be based from either Exeter, Bristol or Cheltenham, where you will work alongside leading individuals and recommended lawyers on a variety of Private Wealth matters.
We do not discriminate on grounds of race, gender, marital status, age, religion, colour, nationality, ethnic origin, disability or sexual orientation in the selection, recruitment and treatment of our staff.
View our Inclusion and Belonging page for more information.*No agencies please – any agency assistance will be via invitation only.