PRIVATE CLIENT SOLICITOR

Job Description

Salary: Competitive

Private Client Solicitor  Solihull Full Time Competitive Salary          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  Company Perks: Our client offers a work-life balance, flexibility including hybrid working. 25 days holiday + BHs. Annual bonus related to achievement of fee income targets. Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved). Comprehensive training and development opportunities

Job Summary

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