VACANCY DETAILS

We are seeking a Probate Solicitor or Chartered Legal Executive to join the estate administration team in our Bristol office, which is led by partners Samantha Neagle and Jeremy Bourke.
Our well-regarded Private Capital team has presence in our Bristol, Manchester and Taunton offices and holds consistent top tier rankings in the Legal 500 and Chambers and Partners.
Our client base includes a high proportion of high net worth clients with complex financial arrangements. We expect you to handle straightforward matters with minimal supervision, much of your work will provide you with access to complex and stretching matters subject to guidance and instruction.

WHO WE ARE

You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.
Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. Our offices are in Bristol, Birmingham, Cardiff, London, Manchester, Southampton, and Taunton.

DAY TO DAY, YOU’LL BE SUCCESSFUL IN THIS ROLE BY:

You will assist on a range of matters including the following:

• Advising on all sizes of estates and types of assets
• Advising executors about the content and the effect of Wills including any connected issues regarding the validity of the Will and on the operation of the Intestacy Provisions where no Will exists
• Advising on inheritance tax and capital gains tax issues that arise in connection with the deceased’s estate
• Liaising/negotiating directly with HMRC regarding the availability of reliefs and exemptions from inheritance tax
• Advising on the treatment and taxation of settlements under which the deceased had a life interest
• Advising on the background and the operation of trust structures contained in Wills
• Advising and preparing the full suite of inheritance tax returns and estate accounts
• Meeting with and liaising with clients directly throughout the administration process

It is an integral part of this role that you comply with data security and all firm policies and procedures.

THIS ROLE IS RIGHT FOR YOU IF:

• Be a qualified solicitor or Chartered Legal Executive with at least 2 years’ PQE in probate work. We may be flexible for less experienced candidates who can demonstrate that they have gained a good standard of experience in estate administration.
• Experience handling complex estates and advising high-net-worth clients is desirable.
• Be STEP qualified or willing to undertake STEP qualifications as part of your ongoing development.
• Previous client facing experience and have a track record of building strong relationships