who we are

Lawyer - Private Client - Cardiff - 2-4 PQE

We are looking for an experienced self-motivated and hardworking Solicitor to join our Private Client team.

Main 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



General 

  • Office Hours: Mon – Fri 09:00 – 17:15. Requests for flexible hours will be considered
  • Office: Cardiff (Travel for appointments may be required at other branches - Aberdare and Bristol). Hybrid Working available
  • Holiday: 25 days plus Bank Holidays
  • Bonus Holiday Scheme (up to 12 additional days leave a year)
  • Competitive Salary dependent on experience


To apply for the position, please send your CV and a covering letter to Sarah Carter-Barford - sarahcarterbarford@hcbgroup.com