Private Wealth Lawyer / Partner - Swindon
This strong regional law firm are seeking to secure a Private Wealth Partner to join their highly ranked Private Client team,. This is a fantastic opportunity to be part of a team who advise HNW clients across the agricultural sector.
Key responsibilities:
- Lead and supervise a well-regarded Private Wealtg team
- Play an active role in delivering the firm’s growth strategy through networking and referrer engagement
- Manage a varied and complex caseload, including:
- Tax-efficient estate and succession planning for high net worth and ultra-high net worth individuals
- Advising farmers and business owners on intergenerational succession planning
- Administration of complex estates, including rural and business assets
- Creation, restructuring and termination of trusts
- Advising on Inheritance Tax planning, including lifetime giving strategies
- Preparing Wills and Lasting Powers of Attorney
- Court of Protection matters
- Engagement with HMRC and professional valuers in relation to inheritance and agricultural property reliefs
What experience is required:
Qualified Solicitor or Chartered Legal Executive circa 6PQE +
- Experience within a Private Wealth team, ideally with exposure to agricultural or rural estates
- Solid understanding of tax planning, estate administration, and succession matters
- STEP qualification or membership of the Law Society’s Private Client Section (desirable but not essential)
You will be joining a highly regarded Private Wealth and Agriculture team at a firm that offers hybrid working, a supportive culture, and opportunities for career progression.
Apply now to Loraine Silvester at G2 Legal or call for a confidential discussion