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Senior Private Client Solicitor

Senior Private Client Solicitor

Lunaria Partners | B-CorpUnited Kingdom
2 days ago
Job type
  • Full-time
Job description

Senior Private Client Solicitor - Partner / Legal Director

Purpose Driven Firm - Highly Ranked

Birmingham

This is a rewarding opportunity for a proven Private Client Lawyer seeking a leading role in a highly ranked Legal 500 practice. The opportunity will be ideal for a lawyer who has a passion for forging meaningful client relationships whilst growing a practice.

Role overview

You’ll be joining a highly regarded Private Client team, where you’ll lead on a variety of wealth and estate matters, including :

  • Estate Planning : Reviewing existing estate planning documents, including lifetime trusts and will structures, and advising on their suitability.
  • Will Preparation : Drafting a variety of wills, including those designed to absorb qualifying business and agricultural assets.
  • Inheritance Tax Expertise : Applying extensive knowledge of inheritance tax, as well as capital gains tax, particularly in relation to individuals and trusts.
  • Trust Guidance : Advising on pilot trusts for pension planning and life policies, as well as business trusts supporting cross-option arrangements.
  • Powers of Attorney : Preparing and advising on Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney, with experience in LPAs for business owners being advantageous.
  • Trust Closures : Managing trust terminations and preparing deeds of variation following key events, such as life tenant deaths or beneficiary milestones.

Key responsibilities

  • Collaborating with clients on all aspects of wealth and estate planning.
  • Supervising and mentoring junior team members, contributing to regular reviews.
  • Proactively contributing to the firm's business plans, including developing new work streams and professional followings.
  • Maintaining compliance and staying ahead of legal developments.
  • Representing the firm at professional events to enhance your profile and grow networks.
  • The ideal candidate will bring energy, ambition, and a focus on delivering excellence to the team. Moreover, you’ll have high levels of attention to detail, be confident and proactive leading on client matters and ideally hold a STEP qualification (although not essential).

    Please reach out to confidentially discuss this opportunity further.

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    Senior Private Client Solicitor • United Kingdom