Senior Private Client Associate - 5 PQE+, Surrey

Recruiter
Stonor Legal
Location
Surrey
Salary
£70,000 - £80,000 + Benefits + Career Progression
Posted
06 Dec 2021
Closes
03 Jan 2022
Ref
SL/BR/124
Contract
Permanent
Hours
Full Time

New - our client is a leading Legal 100 firm with an excellent reputation for their stellar Private Client practice who frequently leads on high-profile, and high-value, matters including complex estate administration; offshore trusts; tax concerns and wills and probate issues. Due to growth, an opportunity has arisen for an ambitious Senior Private Client Associate to join their Surrey team and play an integral role in the future development of the practice.

You will ideally have a minimum of 5+ years’ experience and have trained with a highly regarded city, regional or national firm with excellent academics. This is a genuine opportunity to progress your career with a top-tier practice and work with leaders in the field. Whether the end client require advice on legal and tax structuring for business and investments, family and business governance, tax and estate planning, or, help with a vulnerable person, the firm deliver tailored solutions to meet a specific need.

This experienced team can advise on all aspects of private client matters including in relation to tax, trusts, estate planning and estate administration. We are top ranked for Private Wealth Law as “National Leaders (outside London)” in Chambers HNW, and top ranked for Personal tax, trusts and probate in The Legal 500, as well as being one of only a few firms to be ranked in the London section of The Legal 500 without a London presence.

The prestigious private client team often advise on all aspects of private client matters including in relation to tax, trusts, estate planning and estate administration. The firm are top ranked for Private Wealth Law as “National Leaders (outside London)” in Chambers HNW, and top ranked for Personal tax, trusts and probate in The Legal 500, as well as being one of only a few firms to be ranked in the London section of The Legal 500 without a London presence.

The Personal Tax, Trusts & Charities team undertakes the full spectrum of private client work, key areas being:

  • Succession planning through Wills and trusts, including cross border estate planning
  • All aspects of inheritance tax, capital gains tax, and income tax planning in relation to individuals and trusts
  • Probate and administration of estates and trusts, including domestic and international estates
  • Wealth structuring and planning for UK and non-UK domiciled clients
  • Advising fiduciaries and beneficiaries on UK and offshore trusts and other structures
  • Tax planning for entrepreneurs and business owners

In this role, you will have the opportunity to have direct client contact and responsibility for your own caseload as well as assisting more senior colleagues on a wide variety of matters. Supporting a national team, you would be expected you to be able to both assist and take the lead on a range of work such as advising on tax efficient succession planning including Wills and trusts, trust administration, lasting powers of attorney, probate and the administration of estates. Clients will be varied, from landowners to shareholders in family businesses and directors of companies and their families.

The ideal profile will have experience in advising high net worth clients on the full spectrum of Wealth Protection matters and be keen to take an active part in any business development initiatives. A significant volume of the work is for HNWI so any previous experience advising related clients would be an advantage. You can expect to advise a number of family offices and international families as to their ongoing affairs and international trust structures, including private trust company structures.

You can expect to work closely with a number of business families advising on existing structures set up for the management and governance of the family business, its interaction with family trusts and associated estate planning measures.

An excellent financial package is on offer with excellent prospects for progression to partnership longer-term.

To apply, please submit your CV via the link below or contact:  ben@stonorlegal.com

Similar jobs

Similar jobs