This highly regarded law firm based in central Leeds is currently seeking a Private Client Solicitor, with 2 years or more PQE to join their Private Client Team. This firms Private Client team is one of largest and most successful private client teams outside London, specialising in the administration of complex, high value & prestigious estates.
Working within a team you will have the opportunity to work with great clients, many of which have worked with us for many years. General responsibilities include but are not limited to:
Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally
Advising on the maximisation of capital tax reliefs and opportunities for capital tax mitigation or deferral, particularly in relation to agricultural and/ or business assets
Considering and advising on the creation of new trusts as well as altering existing trusts
Compliance requirements for trusts and other entities, including the Trust Registration Service
Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc.
The use of life insurance with trusts in estate planning
Dealing with all aspects of estate administration, including complex estates of high value, estates which include agricultural and / or business property, taxable estates, and intestacies
Attendings meetings with the personal representatives and third parties, collating information on the assets and liabilities and verifying that information, arranging the valuation of assets, preparing applications for grants of representation, including both online submissions and paper applications, drafting full Inheritance Tax accounts and returns of estate information, dealing with HMRC enquiries
Drafting full estate accounts
Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction
Advising on deeds of variation, deeds of disclaimer and other post death tax planning
2 years PQE in Private Client work is essential for this role.