Lawyer - Private Client - Bedford

We are seeing to recruit an experienced fee earner to join our expanding Wills and Probate / Private Client team at our Bedford office.

About the role / Duties:

Probate

Dealing with administration of estates from start to finish.
Preparation and application for Grant of Probate and Letters of Administration.
Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
Attending to house clearances where appropriate
Collecting in and realising assets and paying liabilities
Distributing the estate and preparing income and distribution accounts
Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.

Wills

Taking instructions and advising as necessary
Assessing the capacity of the Client, where necessary
Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
Drafting, preparation and attesting of Wills
Applying for Statutory Wills, where necessary

Trusts and Tax

Advising generally with regard to Trusts
Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
Being aware of limitations and signposting Trustees to the right expert or professional
Drafting Trust documents

Powers of Attorney/Lasting Powers of Attorney

Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
Assessing the capacity of the Client, where necessary
Drafting Powers of Attorney
Preparing applications with regard to the registration of Enduring Powers of Attorney
Acting as Certificate Providers

Advising and looking after interests of elderly clients

Dealing with their affairs either for them or assisting their attorneys under a Lasting or Enduring Power of Attorney.
Assisting the directors where they are appointed as attorneys under an LPA or are appointed as Deputies.
Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets where the directors of HCB are appointed as Attorney or Deputy for the client.
A knowledge of social care and CHC funding would be useful.
An awareness of benefits and being able to signpost where they or their attorneys can apply to get help.
Membership of Association of Lifetime Lawyers desirable.

Court of Protection

Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
Complying with terms of Court Orders and directions
Producing accounts for the Court
Dealing with all necessary formalities of the Court and generally with the Patient’s affairs

Business Development

Experience of business development and a willingness to engage in and take part in HCB marketing activities and help grow private client in Bedford and across the group.

Details: