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Category: Private Client Probate, Wills, Trusts & Charities (4 posts)

| 18th February 2021 | Jobs
  PRIVATE CLIENT SOLICITOR / LEGAL EXECUTIVE 2-5 PQE+ Beers Solicitors seek a Private Client Solicitor/Legal Executive to join them in a full time, permanent capacity.  With the technical knowledge, skill and experience of advising on a range of Private Client matters, you will be comfortable maintaining and strengthening existing client and professional relationships and helping to build new.   The successful candidate will be managing a full case load of Private Client matters as well as participating in the firm's marketing and business development campaigns.  STEP membership and Solicitors for the Elderly involvement is preferred. This is a great opportunity for an ambitious individual to progress.  Salary will be dependent on experience.   Applications with CV please to: Sue Symons Beers LLP 29 Fore Street Kingsbridge Devon TQ7 1AA   or by e-mail to   sue.symons@beersllp.com     No agencies....

| 25th January 2021 | Jobs
  Private Client – Trust Administrator Exeter Office   Trust Administrator required to join the Firm’s well-established Private Client Department to be responsible for the management and development of the firm’s existing portfolio of trusts, and the provision of our other Private Client services (including estate and capital tax planning, estate administration and the administration of financial affairs under Lasting Powers of Attorney and Deputy orders) to trustees and beneficiaries.   A proficient and friendly disposition is essential with the ability to work well as part of a team and the aptitude to use initiative where appropriate.  Previous trust administration experience is essential. The role is to attend to the day-to-day management of trusts and to be involved with general trust work in collaboration with our team of legally qualified trust and estate practitioners. The role will also require working alongside Investment Advisors from our associated Financial Services company (Gilbert Stephens Financial Services Ltd).   The role will include:- Overseeing compliance with regulatory requirements for trusts (including CRS, FATCA, TRS etc) and ensuring that regulatory requirements are met and all required registrations are in place Responsibility for diarising and meeting key dates relevant to each trust Responsibility for the completion and submission of Income Tax, Capital Gains Tax and Inheritance Tax returns Maintaining trust accounts and documentation Liaising with trustees, beneficiaries third parties such as investment managers, banks, property managers and other professionals Administration of trust bank accounts and payment of trust expenses Making payments to or on behalf of beneficiaries (in particular being responsible for oversight of regular payments) Use of practice management, accounts and tax software (a sound knowledge of Microsoft office is essential) The Trust Administrator ...

| 22nd January 2021 | Jobs
offices in Devon & Somerset   Care about what you do and want a new challenge? Vacancies due to retirements.   Work involves probate, wills, trusts, powers of attorney & some Court of Protection, also private client care. Get in touch with us for an interview.   We will know if you are right for us - you will know if we are right for you.   Apply with CV to b.bennett@milfordanddormor.co.uk (Reference:  BN)....

| 18th January 2021 | Jobs
Bideford - Private Client Solicitor Due to retirement Peter Peter & Wright have a vacancy in their Bideford office for a private client solicitor to be part of a small team dealing with Wills and Probate, Powers of Attorney, Court of Protection and the creation of trusts. The primary role of the successful candidate will be the making of Wills with related tax planning, some life time trust creation, LPAs, dealing with the administration of the more complex estates and providing general support for other members of the team. The firm has a broad range of clients and good communication skills are a necessity. Clients include those in business and agriculture and experience of the relevant IHT reliefs are essential and a good working knowledge of CGT in relation to life time planning desirable. For further information contact Clive Smale 01237 472233 / clivesmale@peterslaw.co.uk...

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