Lawyer - Private Client / Wills and Probate - Warrington

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

Job summary

A leading UK law firm in Warrington is seeking an experienced solicitor to manage private client work, including estate administration and tax advice. You will enjoy a supportive team environment, offering a full-time permanent position with a competitive salary based on experience and additional bonuses for targets achieved.

Benefits

Monthly holiday bonus scheme

Qualifications

• Proven experience of business development.
• Experience in the full spectrum of private client work necessary.

Responsibilities

• Dealing with administration of estates from start to finish.
• Preparation and application for Grant of Probate and Letters of Administration.
• Advising with regard to Tax mitigation and Deeds of Variation.

Skills

Ability to work in a paper light environment

Experience in business development

Education

2 years PQE +

Job description

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

About you:

• 2 years PQE +
• Experience in the full spectrum of private client work necessary
• Ability to work in a paper light environment

About the role:

• Hours – Full Time - Monday to Friday - 09:00 - 17:15
• Position - Permanent
• Salary dependent on experience.
• Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved)
• This role will be working within a friendly, well established and approachable team.

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