• Location: Exeter
  • Reference Number: LSW6209

Legal Southwest Ltd

On behalf of our client, we are seeking a Solicitor / Legal Executive to work in their Wealth Management Team based in Exeter. This role is suited to an experienced Private Client Solicitor with 3 – 5 years PQE.

Our client is recognised in the Legal 500 and Chambers UK legal directories.

Their Wealth Management Team has built a strong reputation for advising families, including business-owners, farmers and high net worth individuals, with complex succession-planning needs.

They are seeking a driven and ambitious lawyer to help them build on this reputation and to develop their own career in a supportive and busy team.

What you’ll be doing

Working in a team who are renowned for their technical expertise and dedication to providing accurate, effective and pragmatic, solutions to our clients. You will work mainly within the High-Net-Worth sub-team.  As part of that sub-team, you will work on client matters alongside the Wealth Management Team Leader, with paralegal and administrative support.

Your role will include advising families on the succession planning tools available to them including, Wills, trusts and powers of attorney.  You will also undertake the day-to-day management of complex and high value estates which require the successful application of Inheritance Tax reliefs and exemptions.  This will include direct negotiations with HMRC to achieve the best results for clients when necessary.

This work will be carried out under the supervision of the team leader and senior associates within the team with the aim of working towards developing your skills in this complex area and much sought-after area of law.

There will be a particular focus on assisting business owning families with the tax implications of passing their business down the generations, both generally and when crafting Wills and trusts for succession-planning.

  • You will require an ability to work closely with team members and a willingness to work as part of a team with the aim of achieving a common goal would be beneficial.
  • You will be a technically skilled solicitor or Chartered Legal Executive who, ideally, has already successfully achieved or is working towards a STEP Diploma qualification or equivalent.
  • Ideally, you will have 3 – 5+ years PQE and will have had some exposure to estates involving Agricultural Business Property Relief from Inheritance Tax.
  • You will be able to demonstrate a track record of meeting or surpassing the financial targets set for you or for your wider team and a commercial approach to the work you carry out.

You will be an effective communicator who is willing to support and guide other less experienced members of the team.  As well as being comfortable working collaboratively, you will also be able to work independently whilst at all times ensuring that the clients’ needs are paramount and that long-standing trusted relationships with clients are maintained.

Our client’s aim to take a flexible approach to our working hours and welcome applications from anyone who feels suited to the role but would like to discuss this first.  Hybrid working is available for this role.

Please get in touch if you would like more information on this role or send us your CV below in complete confidence and we will get back to you.

Legal Southwest will never, without exception, send out your CV without your prior knowledge or consent so please be assured that we treat every application with the utmost confidentiality.

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