Private Client NQ - Thames Valley, £Competitive

Our client is a leading regional firm with an excellent reputation for their highly rated 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 Private Client Solicitor (NQ+) to join their team and play an integral role in the future development of the practice.

We are seeking an individual with a minimum of 6 months private client experience which may include: Wills, Tax, Trusts, Probate and Lifetime Estate Planning.

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.

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.

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 competitive financial package is on offer + excellent benefits + hybrid working.

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