Lawyer - Private Client - WarringtonHCB Solicitors • Warrington, Otago, New Zealand
Lawyer - Private Client - Warrington
HCB Solicitors • Warrington, Otago, New Zealand
30+ days ago
Job descriptionTaking 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. Advising generally with regard to Trusts. Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation. Drafting Trust documents. 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. 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. 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. Proven experience of business development. 2 years PQE +. Strong IT skills. Experience in the full spectrum of private client work necessary. Ability to work in a paper light environment. 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.
We are recruiting for a qualified Private Client / Wills and Probate Lawyer to join our busy Warrington Office.
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
Trusts and Tax
Powers of Attorney / Lasting Powers of Attorney
Advising and looking after interests of elderly clients
Court of Protection
Business Development
About You
About The Role
To apply for this position, please email your CV to James Paradeda -
#J-18808-Ljbffr
Create a job alert for this search
Client • Warrington, Otago, New Zealand
Related jobs
![Senior Accountant / Manager Dunedin, Otago, New Zealand and 1 Posted on 10 / 21 / 2025 Be the First t[...]](https://cdn-logos.talent.com/v1/logo/image?feedcode=whatjobs-nz&company_name=Findex%20Group%20Limited)
Navy - Reserve Legal Officer
Defence Technology Agency • Dunedin, Otago, New Zealand
Not many legal specialists get trained to lead teams of people in all kinds of situations, handle weapons and develop problem-solving skills.
As a Reserve Legal Officer, you could find yourself work...Show more
Last updated: 30+ days ago • Promoted
Client Services Manager, Healthcare — Otago / Southland
Florence2care • Dunedin, Otago, New Zealand
A caring service provider in Dunedin is seeking an experienced Client Services Manager to oversee service delivery and support staff.
This full-time role involves managing client interactions, devel...Show more
Last updated: 3 days ago • Promoted
Director, Real Assets Portfolio Strategy
PATRIZIA AG Italia • Warrington, Otago, New Zealand
An international real assets investment firm located in Warrington is seeking a Director to enhance portfolio performance at Birchwood Park through sustainable strategies.Responsibilities include m...Show more
Last updated: 3 days ago • Promoted
Assistant Site Manager
The Construction Index Ltd • Warrington, Otago, New Zealand
At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference while creating a safe working environment f...Show more
Last updated: 30+ days ago • Promoted
Residential Registered Valuer - Queenstown
CBRE Asia Pacific • Dunedin, Otago, New Zealand
CBRE Queenstown is on the lookout for a Registered Residential Valuer to join our thriving local team.Nestled in the heart of New Zealand’s adventure capital, this is your chance to grow your caree...Show more
Last updated: 24 days ago • Promoted
Legal Administrator (Start ASAP)
Prosple Pty • Dunedin, Otago, New Zealand
Legal Administrator role supporting Partners and legal teams at Anderson Lloyd, a leading NZ law firm known for sustainability and inclusivity.
Providing high-level personal assistance to Partners.O...Show more
Last updated: 10 days ago • Promoted
Real Estate Sales
REAP Recruitment • Dunedin, Otago, New Zealand
Edinburgh Realty are looking for New & Experienced Real Estate Salespeople for their Dunedin, Mosgiel & Cromwell Offices.
New & Experienced Real Estate Salespeople.Dunedin, Mosgiel & Cromwell Office...Show more
Last updated: 30+ days ago • Promoted
Practice Partner
WellSouth • Dunedin, Otago, New Zealand
WellSouth Primary Health Network is the Primary Health Organisation (PHO) for the Southern region, supporting general practices and community providers to deliver equitable, high-quality primary he...Show more
Last updated: 30+ days ago • Promoted
Legal Administrator (Start ASAP)
Unitec Institute of Technology • Dunedin, Otago, New Zealand
Legal Administrator role supporting Partners and legal teams at Anderson Lloyd, a leading NZ law firm known for sustainability and inclusivity.
Providing high-level personal assistance to Partners.O...Show more
Last updated: 10 days ago • Promoted
Client Service Manager - Healthcare
Florence2care • Dunedin, Otago, New Zealand
Florence Nightingale Agency supports people throughout Southland and Otago with injury, illness and / or disability.We are seeking our next gem CSM!.
The Florence Nightingale Agency has been in busine...Show more
Last updated: 2 days ago • Promoted
BI & Data Governance Lead — Strategy & Insights (Hybrid / Remote)
TSB Bank • Dunedin, Otago, New Zealand
A community-focused bank in New Zealand is seeking a Senior Manager, Business Intelligence & Governance to oversee BI strategies and data governance.
The role requires at least 8 years of experience...Show more
Last updated: 5 days ago • Promoted
Residential Registered Valuer - Queenstown
CBRE Group, Inc. • Dunedin, Otago, New Zealand
CBRE Queenstown is on the lookout for a Registered Residential Valuer to join our thriving local team.Nestled in the heart of New Zealand’s adventure capital, this is your chance to grow your caree...Show more
Last updated: 30+ days ago • Promoted
Account Executive
Oritain Global Limited • Dunedin, Otago, New Zealand
Oritain is the global leader in product verification, with locations in Auckland, Dunedin, London, Singapore and Washington D.
Our vision is to be the source of truth in global supply chains and our...Show more
Last updated: 24 days ago • Promoted
Residential Valuer – Hybrid in Queenstown for Growth
CBRE Asia Pacific • Dunedin, Otago, New Zealand
A leading global real estate firm in Queenstown is seeking a Registered Residential Valuer to join their local team.This role offers flexible work-from-home options, a competitive commission struct...Show more
Last updated: 13 hours ago • Promoted • New!
TPA Claims Consultant - Remote After Training
Sedgwick • Dunedin, Otago, New Zealand
A global insurance firm in Hamilton is looking for a TPA Claim Consultant to manage insurance claims and support clients through the settlement process.
Ideal candidates will have at least 2 years o...Show more
Last updated: 4 days ago • Promoted
Real Estate Agent
REAP Recruitment • Dunedin, Otago, New Zealand
Ray White are actively seeking a number of enthusiastic, ambitious and highly motivated Real Estate Salespeople for their 3 Dunedin OfficesRay White are actively seeking a number of enthusiastic, a...Show more
Last updated: 30+ days ago • Promoted
Legal Administrator (Start ASAP)
csea • Dunedin, Otago, New Zealand
Legal Administrator role supporting Partners and legal teams at Anderson Lloyd, a leading NZ law firm known for sustainability and inclusivity.
Providing high-level personal assistance to Partners.O...Show more
Last updated: 13 days ago • Promoted
Senior Accountant / Manager Dunedin, Otago, New Zealand and 1 Posted on 10 / 21 / 2025 Be the First t[...]
Findex Group Limited • Dunedin, Otago, New Zealand
Findex have multiple opportunities for Accounting Professionals at varying levels to join the teams of our 23 New Zealand offices.
If you are looking for a new opportunity to grow your career and be...Show more
Last updated: 3 days ago • Promoted