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
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Client • Warrington, Otago, New Zealand
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