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3 days ago
We are seeking an experienced Private Client Lawyer to lead our wills and trusts planning drafting and preparation initiative.
This is a remote opportunity that requires a strong understanding of IHT, CGT, and trust taxation issues.
Key Responsibilities- Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
- Lead the development of our in-house legal wills and trusts offering
- Provide technical guidance and support to financial advisers and clients
- Oversee compliance and risk management for legal outputs
- Build and manage a small, high-performing team as the service expands
- Maintain the highest standards of client care and confidentiality
- Full TEP Practitioner
- Minimum 5 years' experience in wills, trusts, and estate planning
- Proven ability to handle complex HNW/UHNW client cases
- Commercially minded, collaborative, and able to operate with minimal supervision
- Comfortable working within a financial services environment
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