Solicitor/Legal Executive – Private Client (Probate) – Taunton

Vacancy details

We are seeking a Probate Solicitor, Associate Solicitor or Legal Executive to join our estate administration unit in our Private Capital team dealing with a broad caseload of mainly taxable and complex estate work.

Our well-regarded Private Capital team has presence in our Bristol, Manchester and Taunton offices and holds consistent top tier rankings in the Legal 500 and Chambers and Partners.

Our client base includes a high proportion of high-net-worth clients with complex financial arrangements. We expect you to handle straightforward matters with minimal supervision, much of your work will provide you with access to complex and stretching matters subject to guidance and instruction.

• This position offers a rewarding benefits package that includes :
• Competitive salary
• 26 days holiday (rising to 29 after two years) + Bank holidays.
• Hybrid Working
• Private Healthcare
• Income protection
• Company pension scheme
• Life assurance
• Free onsite parking
• Gym Subsidy
• Season Ticket Loan (min £150 £2000)
• And more

Role : Solicitor / Legal Executive

Location : Taunton

Hours : Full time

Term : Permanent

Vacancy Reference : 1247-LTN

Who we are

You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people each chosen for their industry knowledge and passion for their field.

We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to that makes it easy for you to stay with us for many years.

We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.

Most of our people choose to work in a hybrid fashion, working from home and attending our offices on occasion. Our offices are in Bristol, Birmingham, Cardiff, London, Manchester, Southampton, and Taunton.

Day to day, you’ll be successful in this role by :

You will assist on a range of matters including the following :

• Advising on all sizes of estates and types of assets
• Advising executors about the content and the effect of Wills including any connected issues regarding the validity of the Will and on the operation of the Intestacy Provisions where no Will exists
• Advising on inheritance tax and capital gains tax issues that arise in connection with the deceased’s estate.
• Liaising / negotiating directly with HMRC regarding the availability of reliefs and exemptions from inheritance tax
• Advising on the treatment and taxation of settlements under which the deceased had a life interest.
• Advising on the background and the operation of trust structures contained in Wills.
• Advising and preparing the full suite of inheritance tax returns and estate accounts
• Meeting with and liaising with clients directly throughout the administration process.

We are a large and experienced team, led by four Partners in Taunton. We offer a supportive environment that will enable you to get fully up to speed with developing your own relationships with our clients.

This role will be supporting our Taunton team so travel to the Taunton office will be required, we offer a hybrid working environment.

It is an integral part of this role that you comply with data security and all firm policies and procedures.

This role is right for you if you have :

You are a qualified Solicitor / Legal Executive. We welcome applications from candidates who are at varying stages in their career.

Providing you can demonstrate confidence in managing the complexity of the work on offer. We may be flexible for less experienced candidates who can demonstrate that they have gained a good standard of experience in estate administration.

Providing excellent client service is at the heart of everything we do, and you will appreciate how important this is for our private clients, so you must be able to show us how you have impressed your clients and built relationships of trust and respect with them.

Attention to detail and a passion for excellent client service will be among your key attributes.

As someone who will take a key role in the team you will be able to use your good management skills, business acumen and enjoy and have an attitude for presenting.

You will be keen to develop those skills and take advantage of the support and coaching we can provide to develop your talents further.

You will have excellent communication skills, impeccable spelling, and grammar, and be proficient with the usual Microsoft packages, including Excel and PowerPoint.

We use a variety of different software packages here and so you need to be comfortable with learning new databases and bespoke IT systems.

Finally, we are looking for someone who can demonstrate initiative and problem-solving skills, with a willingness to learn and develop, which will help you thrive in this role.

What we can offer you :

A career at Clarke Willmott will feel different to other law firms. We thrive on our because as a team, we are united by our shared values and mutual respect.

Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.

Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive and a range of wellbeing initiatives to support your .