Title Private Client Lawyer
Location Cornwall Devon
Job Information

Private Client Lawyer
2 PQE+
Highly desirable office location
HNI Client base
Salary open
Inheritance Tax Planning
Lasting Powers of Attorney
Estate Administration

Our client, a very busy law firm has instructed our recruitment business to shortlist for a Private Client Lawyer opportunity. The position is succession driven and there are long term Partner prospects.
Please contact Ashley Armstrong LLB. SAHCA

Work experience will include some of the following:

• Management, administration and distribution of estates;
• Probate and letters of administration for large and small estates including all aspects from initial interview with client;
• Preparation and drafting of documentation, valuation of assets;
• Preparation of Inheritance tax forms; obtaining the grant and dealing with the closure and the final tax issues; distribution accounts;
• Wills including will trusts and estate planning relating to inheritance tax or care home fees;
• Preparation and drafting of wills and complex matters to do with wills;
• Inheritance tax planning and mitigation;
• Inheritance tax planning and accounting;
• Deeds of variation;
• Declarations of trust;
• Lifetime and post death tax planning and the creation and administration of trusts;
• Registering enduring powers of attorney;
• Drafting and registering enduring powers of attorney;
• Court of Protection receivership matters;
• Preparation of HMRC inheritance tax accounts IHT200 and IHT205;
• Applying for grants of probate and letters of administration including drafting relevant and appropriate oaths and affidavits;
• Correspondence, preparation of simple estate accounts, file costing and drafting bills;
• Lasting powers of attorney;
• Registering EPAs and LPAs, preparing IHT205 and IHT400 forms;
• Drafting oaths for probate/administration;
• More complex matters of Elderly Client Law;
• Lasting powers applications for Deputyship;
• Preparing and administering powers of attorney;
• Making receivership applications to the court of protection and representing clients at inquests;
• Power of attorney including advice to clients and assessment of mental capacity;
• Preservation of elderly clients assets;
• Long term care issues and funding ;
• Out of Office visits to clients homes, hospitals and care homes,
• Trust work and all administration and accounting;
• Obtaining grants of probate/letters of administration;
• Calculating and paying Inheritance tax;
• Drafting deeds of variation and deeds of appointment (often in cases of nil rate band discretionary trusts);
• Liaising with the relevant financial institutions to obtain the required administration information;
• Administering estates, preparing estate accounts, drafting R27 and R185 forms
• Discretionary trusts,;
• Trust deeds administration;
• Knowledge of Leasehold and freehold domestic/commercial conveyancing;
• HNI conveyancing
• Sale of probate properties;
• Transfers of Equity and Equity Releases.

Cv2 cornishexecutive@aol.com
Telephone 01872 274227
Confidentially is assured at all times.