OverviewWe are recruiting for a qualified Private Client / Wills and Probate Lawyer to join our Warrington Office.
The successful candidate will be taking over a very busy, successful and well managed caseload.ResponsibilitiesProbate : 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 (Inheritance Tax, Income Tax and Capital Gains Tax) and advising on these matters; Attending to house clearances where appropriate; Collecting in and realising assets and paying liabilities; Distributing the estate and preparing income and distribution accounts; Advising on Tax mitigation and Deeds of Variation.Wills : Taking instructions and advising as necessary; Assessing the capacity of the Client where necessary; Providing advice on Inheritance Tax, Income Tax, 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 for registration of Enduring Powers of Attorney; Acting as Certificate Providers.Advising and looking after the interests of elderly clients : Dealing with their affairs under Power of Attorney or without Power of Attorney; Advising generally and managing financial affairs; paying bills and looking after investments and assets; Advising with regard to DSS benefits and making necessary applications; 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 Court Orders and directions; Producing accounts for the Court; Dealing with all necessary formalities of the Court and the Patient's affairs.Business Development : Proven experience of business development.
Qualifications2 years PQE +Strong IT skillsExperience in the full spectrum of private client work necessaryAbility to work in a paper-light environmentRole DetailsHours – Full Time - Monday to Friday - 09 : 00 - 17 : 15Position - Permanent26 days holiday plus Bank HolidaysSalary dependent on experienceMonthly 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.How to ApplyTo apply for this position, please email your CV to James Paradeda -
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Lawyer Private Client Warrington • Otago, New Zealand