Private Client Solicitor

Sacco Mann; Leeds; On-site; GBP 30,000 - 50,000; Full time

Job description

Our client is currently seeking a junior Private Client Solicitor, preferably with 2 years+ PQE to join a busy and successful Private Client Team based in Leeds. Their 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.

The client is a well-established, reputable firm of specialist Solicitors and have offices in Leeds, Sheffield and Newcastle. They represent clients across the UK and are considered as one of the leading expert practices outside of London. They pride themselves on providing a superior service to their clients within a professional yet friendly and authentic environment. They have exceptional staff retention levels and with their supportive leadership team and living through our purpose, vision, mission, and values, supported by their behavioural framework, they ensure their team's wellness is truly at the forefront of everything they do and believe in.

About the role

Working within a team you will have the opportunity to work with great clients, many of which have worked with the client for many years. General responsibilities include but are not limited to:

1. Dealing with high value and technical private client work revolving around capital tax planning, the use of trusts, asset protection and succession issues generally.
2. 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.
3. Considering and advising on the creation of new trusts as well as altering existing trusts.
4. Compliance requirements for trusts and other entities, including the Trust Registration Service.
5. Drafting wills and letters of wishes, powers of attorney, trusts, deeds of appointment and advancement etc.
6. The use of life insurance with trusts in estate planning.
7. 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.
8. Attending 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.
9. Drafting full estate accounts.
10. Calculating inheritance tax liabilities on death and assessing and advising on methods of reduction.
11. Advising on deeds of variation, deeds of disclaimer and other post death tax planning.

Job Experience:

The ideal candidate:

1. You will be a qualified Private Client Solicitor with 2 years+ PQE.
2. A STEP Membership would be advantageous, although not essential providing you are happy to undertake this qualification in the future.
3. Ability to prioritise and manage a varied caseload.
4. Strong academic background.
5. Excellent communication skills.
6. Keen attention to detail.

What they offer

In addition to this, whilst they work hard within normal hours and focus on engaging with clients, the client aims to find time for fun along the way. With a 1200 hour target it is possible to combine both and they do not encourage a long hour's culture - happier people with a work/life balance deliver better results for clients and are more likely to stay long term. We all want to enjoy our careers and this client embodies this in how they operate!

• Competitive salaries
• Generous holiday entitlement and holiday purchase scheme
• Pension scheme
• Enhanced family friendly benefits
• Private medical Insurance
• Employee Assistance Programme
• Life assurance scheme
• Employee Wellness initiatives
• Agile working
• Firm social events throughout the year

If you would like to apply for this role or have any questions, please contact Sophie Linley at Sacco Mann on 0113 236 6711 or ask to speak to another member of the Private Practice team. Alternatively, if you know of anyone who would be suitable for this role then please let them or us know as we offer a reward for successful referrals. For full terms please see our website.