Our client, a well-established law firm founded in 1993, has built a stellar reputation throughout Sussex and Hampshire. Known for their consistent repeat business and client referrals, this firm places an exceptional focus on client care and relationship-building. Their experienced management team and long-standing staff are committed to providing personalized, client-focused legal services. With a foundation built on diversity, inclusion, and innovation, the firm strives to create an environment that supports both individual growth and collaborative success.
The firm is seeking a Senior Trusts and Probate Fee-Earner with a minimum of 3 years of PQE. Experience in managing a diverse caseload, particularly involving estates, trusts, and intestacy matters, is crucial. STEP membership or the willingness to work towards this qualification is advantageous but not essential. The ideal candidate will be confident in handling everything from smaller, non-taxable estates to complex taxable estates involving inheritance tax, offering tailored advice on trusts and tax planning.
The Team and Culture:
This is an opportunity to join a welcoming and close-knit team that prides itself on collaboration and inclusiveness. The firm promotes a supportive environment where mentorship, development, and mutual respect are at the core of their working culture. As part of this team, candidates can expect to work alongside professionals who are passionate about providing the best solutions for clients, all while fostering innovation and teamwork.
Key Responsibilities:
- Oversee the administration of estates, including taxable and non-taxable estates, with a particular focus on Inheritance Tax matters.
- Advise clients on trusts, including the creation and administration of Life Interest and Discretionary Trusts both during the client's lifetime and post-death.
- Handle cases of intestacy, guiding clients through the required legal processes.
- Provide comprehensive advice on tax relief, estate planning, and trusts, ensuring optimal outcomes for clients.
- Collaborate with clients from diverse backgrounds, maintaining a sensitive, empathetic approach, particularly during emotionally challenging circumstances such as probate and lasting powers of attorney matters.
Impact of the Role:
This position is pivotal in maintaining and enhancing the firm's reputation for delivering high-quality probate and trust services. The successful candidate will play a crucial role in shaping the firm's relationships with clients, ensuring they receive the highest standard of legal care and helping them navigate some of life's most challenging situations with confidence and trust.
Working Options:
The firm supports flexible and hybrid working options to promote a healthy work-life balance. While the role is office-based, home visits to clients may be required, reflecting the firm's commitment to providing accessible legal services.
Location:
The office is based in West Sussex, easily accessible with free parking provided. The location is ideal for those commuting from across Sussex and Hampshire.
Salary and Benefits:
The firm offers a competitive salary that reflects the candidate's experience. Additional benefits include:
- 25 days of annual leave, increasing by one day per year of service (up to 30 days).
- Paid time off over the Christmas break.
- A paid day off to celebrate your birthday.
- Private healthcare after a qualifying period.
- An auto-enrolment pension scheme with employer contributions.
- Free parking at the office.
Application Details:
If you are a motivated and experienced legal professional looking for a rewarding role within a well-respected firm, please get in touch