- Private Client Solicitor - Walsall
- HCB Solicitors in Walsall, , United Kingdom
- jobs
- 2 months ago
jobs description
We are seeing to recruit an experienced fee earner to join our expanding Wills and Probate/ Private Client team at our Walsall office.
• The ideal candidate will have 4 years PQE.
• SFE and STEP membership an advantage.
About The Role / Duties
Probate
• 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, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
• Attending to house clearances where appropriate
• Collecting in and realising assets and paying liabilities
• Distributing the estate and preparing income and distribution accounts
• Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.
Wills
• Taking instructions and advising as necessary
• Assessing the capacity of the Client, where necessary
• Providing advice on Inheritance Tax, Income Tax, and 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 with regard to the registration of Enduring Powers of Attorney
• Acting as Certificate Providers
Advising and looking after interests of elderly clients
• Dealing with their affairs either under Power of Attorney or without Power of Attorney
• Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
• Advising with regard to DSS benefits and making necessary applications
• A 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 terms of Court Orders and directions
• Producing accounts for the Court
• Dealing with all necessary formalities of the Court and generally with the Patient’s affairs
Business Development
• Proven experience of business development
Hours: Mon – Fri 09.00 – 17.15
Holiday: 26 days plus Bank Holidays
Salary: Dependent on experience
To apply for the position, please send your CV to Lisa Syrett – lisasyrett@hcbgroup.com
Walsall United Kingdom