Job Description

Our client is seeking a Private Client Solicitor/Legal Executive to join their reputable and successful team in Birmingham.

Essential responsibilities

  • Preparation of wills and trusts
  • Preparation of Probate Applications
  • LPAs
  • Applications to the Court of Protection and advising elderly and vulnerable clients
  • Contentious and non-contentious probate
  • Deed of variations and gifts
  • Administration of estates (small/large) and trusts
  • Dealing with queries corresponding with solicitors, Probate Registry, Land Registry, OPG and other 3rd party companies as appropriate to each case

Desirable Responsibilities

  • Advising on trusts for pension and life insurance policies
  • Advising on tax matters with emphasis on Inheritance Tax mitigation
  • Advising clients with regard to elderly issues
  • Estate planning for asset protection with a focus on tax minim...

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