Lawyer - Private Client / Wills and Probate - Bedford

HCB Solicitors Limited; Bedford; On-site; GBP 100,000 - 125,000; Full time

Job summary

A law firm specializing in Wills and Probate is seeking an experienced fee earner to join their Bedford office. The role involves managing the administration of estates, preparing Grant applications, and advising clients on tax-related matters. Candidates should have at least 4 years PQE and experience in business development. This position offers an attractive salary based on experience.

Qualifications

• Experience dealing with estate administration and probate applications.
• Ability to draft Wills and Trust documents.
• Competence in handling financial affairs for elderly clients.

Responsibilities

• Administer estates from start to finish.
• Prepare and apply for Grant of Probate.
• Draft and prepare Wills and Trust documents.
• Advise clients on tax implications and financial matters.
• Manage business development initiatives.

Skills

4 years PQE

SFE membership

STEP membership

Tax mitigation experience

Business development

Job description

We are seeing to recruit an experienced fee earnerto join our expanding Wills and Probate/ Private Clientteam at our Bedford office.

• The ideal candidate will have 4 years PQE.
• SFE and STEP membership an advantage.

About the role / Duties:

• 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

Details:

• Hours: Monday to Friday - 9:00 to 5:15
• Attractive salary dependent on experience

Working on a fixed fee basis means there is no uncertainty as to your outlay.