Private Client Solicitor

Sacco Mann are keen to speak to a Private Client Solicitor on behalf of a leading specialist firm in the centre of Leeds. This successful firm has a definitive and well-respected reputation in the market as a reliable, enduring niche firm, delivering service with understated quality. As one of the largest and most successful private client teams outside of London, you will work in a busy, friendly, collegiate atmosphere and be part of the probate team specialising in the administration of complex and high value estates.

With your depth of experience in Private Client work, you will be someone who can handle a diverse range of matters including Probate, Trusts, and Estate Planning Development.

The Candidate:

Joining this topflight team, you will be working with lawyers and peers who are renowned for their performance in this sector. If you are looking to build upon your reputation and sponge from the wealth of knowledge of your peers, this truly is the right place for you. It is preferred that the candidate is above 4-5 years PQE owing to the depth of experience you will need alongside the ability to support trainees and junior members of the team.

As well as giving support to the team, you will be given training to constantly ensure you are evolving and developing for the next stage of your career. Future leaders of the firm are naturally developed from within the team with annual reviews always looking to your next steps. Open communication is a key component of this close-knit team and is a factor of their success.

The productivity and quality of work can also be attributed to their modern working practices. With flexible working hours, and flexible working locations, you will be trusted to complete your work in a way that is beneficial to you and your lifestyle. With their warm and welcoming nature, it is evident that mental health and staff care are at the forefront of this firm.

The role:

Whilst this role particularly prefers someone with experience in the administration of estates, it is also helpful to consider other areas of experience. For an example of that experience, please find a list below:

• Dealing with all aspects of estate administration, including complex estates of high value estates.
• 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,
• Drafting full estate accounts.
• Calculating inheritance tax liabilities on death
• Advising on post death tax planning.
• 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.

For more information on this role or for a more general confidential chat, please contact Sophie Linley at Sacco Mann on 0113 236 6711, or ask to speak with another member of the Private Practice team.

Fancy £200?

If this role is not for you, but you know someone who may be interested then please let them or us know as we offer a reward scheme for all successful referrals. For full terms please see our website.