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Lawyer - Private Client - Whitefield

THIS VACANCY HAS NOW CLOSED. TO SUBMIT A SPECULATIVE APPLICATION, PLEASE EMAIL YOUR CV AND A COVERING NOTE TO OUR HR DEPARTMENT - hr@hcbgroup.com

 

We are recruiting for a qualified Private Client / Wills and Probate Lawyer to join our busy Whitefield Office.

The successful candidate will be taking over a very busy, successful and well managed caseload supported.

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
  • 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 under Power of Attorney or without Power of Attorney
  • Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
  • Advising with regard to DSS benefits and making necessary applications
  • A knowledge of social care and CHC funding would be useful.

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

  • Proven experience of business development

About you:

  • 2 years PQE +
  • Strong IT skills 
  • Experience in the full spectrum of private client work necessary
  • Ability to work in a paper light environment

About the role:

  • Hours – Full Time - Monday to Friday - 09:00 - 17:15
  • Position - Permanent
  • 26 days holiday plus Bank Holidays
  • Salary dependent on experience.
  • Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved)
  • This role will be working within a friendly, well established and approachable team.

To apply for this position, please email your CV to James Paradeda - JamesParadeda@hcbgroup.com