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Private Client Solicitor

G2 Legal Limited

Private Client Solicitor
Bristol 

This is a fantastic opportunity for a qualified private client solicitor / chartered legal executive to join this highly regarded private wealth team. This role focuses on advising wills, succession planning and trust matters, for a HNW and UHNW client base.

You will join a private wealth team known for its technical strength and collaborative approach. 

The Role:

  • Advising clients on estate and succession planning
  • Providing guidance on lifetime planning
  • Advising on the creation, structuring and ongoing management of trusts
  • Supporting clients with inheritance tax and capital gains tax considerations 
  • Assisting business owners with succession and pre-exit planning strategies
  • Preparing lasting powers of attorney
  • Advising on deeds of variation and post-death planning arrangements

Your Experience:

  • Qualified solicitor or chartered legal executive with circa 4 years’ PQE
  • Strong expertise in wills, trusts and lifetime planning
  • Experience advising high net worth individuals and families 
  • Technical understanding of tax considerations in estate planning

An interest in continuing professional development, with support available for STEP and/or CTA qualifications

Ideal person is someone who can explain complex estate planning matters in a clear, pragmatic way while building trust with clients. 

Interested and want more information, then please get in touch with Loraine Silvester at G2 Legal for a confidential chat or forward a copy of your CV.

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