Senior Private Client Associate / Partner - Berkshire (Hybrid), Tier-1, £Competitive

Recruiter
Stonor Legal
Location
Surrey
Salary
£75,000 - £90,000 + Exceptional Benefits + Career Progression
Posted
16 Nov 2023
Closes
14 Dec 2023
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 lead 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 or Salaried Partner to join their  team and play an integral role in the future development of the practice.

We are seeking an individual with exceptional experience preferably in general succession and tax planning, estate administration, and trusts work.  This is an excellent opportunity to develop experience in a broad based team, recognised for providing a real alternative to the City for complex private client matters given the quality of the offering.

An exciting opportunity has arisen for an individual with particular experience in probate and estate administration. The busy caseload requires someone who is capable of running multiple complex estates at once, frequently with a cross border element or the need to involve lawyers from other disciplines within the firm.

Responsibilities include:

  • Managing an agreed caseload of clients in conjunction with the senior solicitors and Department Manager
  • Processing clients’ cases on a timely and cost effective basis
  • Maintaining the highest professional standards in accordance with the firm’s objectives and comply with the firm’s quality standards
  • Keeping clients fully informed of the range of services that the firm offers
  • Supporting our firm’s business development and networking activities

The successful candidate will:

  • Have a minimum of 5 years’ PQE
  • Have experience of managing people and business initiatives
  • Have business development and networking experience
  • Be enthusiastic and hard working
  • Have good written and verbal communication skills and excellent interpersonal skills 
  • Have worked as a member of a team
  • Share and embody our values of excellence, integrity and approachability

The private client team is a critical part of the firm’s business and the work undertaken by the team represents a significant % of the firm’s turnover. The team has extensive experience in advising private clients in relation to all aspects of their affairs and their wide-ranging national and international client base includes Sunday Times Rich List individuals, globally wealthy families, trustees, family offices/individuals, professional sportspeople, landowners, business owners and entrepreneurs.

The 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.

You’ll work together with bright, enthusiastic team members on complex matters, as well as working closely with colleagues across the firm, whether building on strong ties with our family and contentious trusts groups, or providing a holistic client service working alongside our corporate and corporate tax teams.

Representative cases include:

  • Working closely with a wealthy local family to assist them with succession and tax planning over many generations
  • Advising a long-standing client on the inheritance tax aspects on the reorganisation of his fund management business to enable new talent to be incentivised and brought into the business
  • Dealing with a complex international probate where the deceased had assets in the UK, Portugal and Thailand.
  • Working alongside a very successful entrepreneur (net wealth £250m+) to consider a complex trust history for part of the business and whether this structure should be revised in light of current circumstances.
  • Advising on generational estate and trust planning for landed estate clients.

 

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

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 also 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.

A highly competitive financial package is on offer.

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

 

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